TrailheadInventory & GearDaily Client Gear
DG-03Clean returnNo assistant eval · Coverage unknown

Daily Client Gear Return

The trip is over and every checked-out item comes back. Only the physical return makes that gear available to the next group.

Track

Daily Client Gear

Phase

Clean return

Starts with

Trip gear checked out

Ends with

Usable gear available to the company

Use this playbook to submit all checked-out CIS gear and reconcile every unit as returned usable before the company can assign it again.

Before you start

Act as
The trip's guide, with an Operations user available to review
Trip
A CIS with daily client gear in Checked out status
Starting state
The checked-out items still appear as expected back
Physical reality
Every checked-out item and quantity has physically returned without an issue

Run the scenario

  1. 1GuideTrailhead Mobile · CIS detail

    Open the checked-out gear summary and start Return gear.

    Expected evidence

    The return sheet lists the items and quantities expected back for this CIS.

  2. 2GuideTrailhead Mobile · Gear return

    Compare the list with the physical gear and confirm the complete return.

    Expected evidence

    The checked-out custody moves to return requested and awaits Inventory review; stock is not restored yet.

  3. 3InventorySettleWise · Inventory · Gear requests

    Open the pending return and allocate the full reviewed quantity to Returned usable.

    Expected evidence

    The form accepts the reconciliation only when outcome quantities equal the issued quantity.

  4. 4InventorySettleWise · Inventory

    Confirm the reconciliation and review usable availability.

    Expected evidence

    Only the returned-usable quantities are available to the company's shared inventory.

  5. 5OperationsTrailhead · Guides · Gear

    Review the same trip after the return completes.

    Expected evidence

    Daily client gear no longer appears as an open return blocker for the trip.

Scenario completed

All expected gear is returned, available again, and no longer blocks trip closure.

Trip gear status
Checked out→Reconciled as returned usable
Custody
CIS or trip→Company inventory
Inventory availability
Unavailable→Available
Trip gear blocker
Open→Cleared

If it does not match

  • If Return gear is unavailable, confirm that the CIS has items in Checked out status rather than only Requested.
  • If any item is missing or damaged, stop the clean return and use the Daily Client Gear Issue journey instead.
  • If availability does not return, confirm that the physical return completed for every expected quantity in the same organization.