TrailheadTrips & CISPassengers
PS-02Passenger preparationNo assistant eval · Coverage unknown

Capture Passenger Needs

The lodge and assigned team need useful preparation context tied to each passenger.

Track

Passengers

Phase

Passenger preparation

Starts with

Passenger needs not recorded

Ends with

Relevant preparation context visible

You are here

PS-02
  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

Dietary, medical, clothing, gear, activity, preference, or document context matters for delivery.

What starts it

A passenger record exists and trip-specific needs are known.

How it unfolds

  1. 1Operations

    Open the passenger in the current CIS.

    Review the trip, not a generic client note.

  2. 2Operations

    Record the structured preparation details that matter.

    Add a note only when it clarifies a practical need.

  3. 3Guide

    Review the safe context relevant to the assignment.

    The assigned team sees what it needs without taking ownership of the CIS.

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.

Guide

Only the relevant trip, passenger, itinerary, and assignment context.

Why: Make the next responsibility clear without duplicating ownership.

The rule to remember

Record only useful trip context and attach it to the passenger it affects.