TrailheadInventory & GearDaily Client Gear
DG-01Trip requestNo assistant eval · Coverage unknown

Daily Client Gear Request

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

Use this playbook to request daily client gear from a real CIS and make the packing work visible to Operations.

Before you start

Act as
A guide with access to an upcoming CIS
Trip
An upcoming CIS whose guests submitted equipment needs and sizes through the guest form
Starting state
No active daily gear request exists for the selected trip
Inventory
Requestable items are active in SettleWise Inventory

Run the scenario

  1. 1GuideTrailhead Mobile · CIS detail

    Open Gear request for the selected CIS.

    Expected evidence

    The passenger gear requirements appear as a pre-populated trip request, separate from the guide's Seasonal Kit.

  2. 2GuideTrailhead Mobile · Gear request

    Review the passenger, item, size, and quantity details and resolve any exception.

    Expected evidence

    The guide can confirm what each client needs without re-entering the whole request.

  3. 3GuideTrailhead Mobile · Selected gear

    Submit the gear request and return to the CIS detail.

    Expected evidence

    The requested items appear in the CIS gear summary with a Requested status.

  4. 4OperationsTrailhead · Guides · Gear

    Open the daily client gear queue for the same company and trip.

    Expected evidence

    The trip request is visible as work that still needs packing and checkout.

Scenario completed

Inventory and operations can see the submitted request for packing and checkout.

Trip gear request
Not requested→Requested
Inventory work
Not scheduled→Pending packing

If it does not match

  • If the draft is empty, confirm that the guest submitted equipment needs and that the form data synchronized to the correct CIS passenger.
  • If the CIS is unavailable, confirm that the guide is assigned to the trip and has mobile access to it.
  • If operations cannot see the request, confirm that both views use the same company and that the guide completed submission.
  • A submitted request can be edited only while every item is still Requested. Once checkout starts, refresh the CIS and coordinate changes with Operations instead of replacing custody from a stale form.