Tomorrow's clients need gear. Trailhead prepares the list from their CIS requirements, and the guide checks and submits the request for the trip.
Track
Daily Client Gear
Phase
Trip request
Starts with
CIS has passenger gear needs
Ends with
Gear request pending packing
A guide is preparing for a CIS, trip day, or client group that needs company gear. The guest form records each passenger's equipment needs in the CIS. Trailhead pre-populates the trip request, but the guide still reviews and submits it so Inventory knows what to pack and check out.
The guide opens the CIS gear request flow in Trailhead Mobile.
Starting from the trip keeps the request connected to the clients who will use the gear.
Each guest's form answers update the corresponding passenger requirements that feed the draft request.
The guide checks that the draft matches the clients and resolves missing or incorrect gear before submission instead of rebuilding the request from zero.
These values explain what the gear is worth; they do not create a charge or decide responsibility.
This is the key moment: guest or office-entered needs do not bypass the guide; the reviewed gear becomes a visible packing request tied to this CIS or trip.
Inventory can now prepare the physical gear while operations sees the trip's pending gear work.
Checks the pre-populated client gear, resolves any practical exception, and sends the trip request to Inventory.
Builds the draft request from guest-form equipment needs stored per passenger in the CIS.
Receives a trip-specific packing request rather than a permanent guide assignment.
Tracks whether the trip gear is pending, packed, or checked out.
A pre-populated request with passenger, item, size, quantity, and known replacement values inside the CIS.
Why: Check what the clients need and remain responsible for submitting the trip request.
A trip-specific list of items and quantities that needs packing.
Why: Prepare the right physical gear for the right trip.
The trip's daily gear moving from pending toward packed and checked out.
Why: Know whether gear readiness could block the trip.
Guest-form requirements pre-populate the draft; the guide reviews, submits, and may edit it only before checkout, while physical custody remains the next journey.