TrailheadTrips & CISPassengers
PS-01Passenger listNo assistant eval · Coverage unknown

Add Passengers

The trip needs a definitive passenger list before individual preparation begins.

Track

Passengers

Phase

Passenger list

Starts with

Expected group without passenger records

Ends with

Trip-specific passenger list

You are here

PS-01
  1. TC-01Create a CIS
  2. IT-01Plan Arrival and Departure
  3. IT-02Build the Lodge Itinerary
  4. PS-01Add Passengers
  5. PS-02Capture Passenger Needs
  6. TC-02Review and Save the CIS
  7. DH-01Define Required Fishing Work
  8. DH-02Mark Non-fishing Days
  9. CT-01Find and Add a Returning Client
  10. CT-02Link an Invoice
  11. CT-03View or Export the CIS Document

The situation

Operations knows who is travelling and the identity details needed for this booking.

What starts it

The CIS is ready for its passenger list.

How it unfolds

  1. 1Operations

    Open the CIS passenger section.

    Use the current trip as the context.

  2. 2Operations

    Add each passenger with the details needed for this booking.

    Keep answers attached to the person they describe.

  3. 3System

    Show the complete trip-specific passenger list.

    Operations can now prepare each passenger individually.

What each person sees

Operations

The current CIS state and the exact details that still need attention.

Why: Make the next responsibility clear without duplicating ownership.

System

The current CIS state and the exact details that still need attention.

Why: Keep one current operating reference.

The rule to remember

Passenger identity belongs to the trip list; individual needs stay attached to the correct person.