TrailheadTrips & CISContinuity & Traceability
CT-01Passenger continuityNo assistant eval · Coverage unknown

Find and Add a Returning Client

Search accepted client history, confirm the correct person, and prefill only stable details for the new trip.

Track

Continuity & Traceability

Phase

Passenger continuity

Starts with

Passenger not yet linked

Ends with

Canonical client linked and current-trip details reviewed

You are here

CT-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

The Passenger step starts with a name, email, or passport search across accepted prior CIS records and eligible projected SettleWise customers; a confirmed reusable profile may also carry explicit returning status.

What starts it

Operations adds a passenger who may already exist in the client portfolio.

How it unfolds

  1. 1Operations

    Search by name, email, or passport.

    Results show enough identity and trip context to distinguish similar people.

  2. 2Operations

    Select the correct accepted client result.

    Use latest trip, group, lodge, email, or passport context; never rely on name alone.

  3. 3System

    Link the canonical client and prefill stable details.

    Identity, safety fields, and confirmed returning status may come from the reusable profile; current-trip classification and service choices remain open.

  4. 4Operations

    Review and complete the current trip-specific fields.

    Confirm FOC, participation, room, licences, gear, activities, preferences, and notes for this 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.

System

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

Why: Keep one current operating reference.

The rule to remember

Selection links canonical identity, stable facts, and confirmed profile-level returning status; classification, room, gear, activities, and other trip-specific facts always require current review.