TrailheadTrips & CISTrip Promise
TC-01Trip recordNo assistant eval · Coverage unknown

Create a CIS

A booked client trip needs one trusted record before detailed planning begins.

Track

Trip Promise

Phase

Trip record

Starts with

Booked trip outside CIS

Ends with

CIS shell ready for planning

Use this playbook to complete create a cis with safe sample trip details.

Act as

Operations

Starting state

Booked trip outside CIS

Sample data

A sample group name, dates, expected group size, and lodge

Run the scenario

  1. OperationsTrailhead · CIS

    1. Start a new CIS.

    The CIS keeps the new detail visible for review.

  2. OperationsTrailhead · CIS

    2. Enter the group, dates, size, FOC count, and lodge context.

    The CIS keeps the new detail visible for review.

  3. SystemTrailhead · CIS

    3. Save the trip shell for detailed planning.

    CIS shell ready for planning

If it does not match

  • • If the dates do not fit the intended booking window, correct them before adding detailed work.