TrailheadTrips & CISTrip Promise
TC-02Trip confirmationAssistant eval mapped · Coverage unknown

Review and Save the CIS

The complete trip promise must be checked before downstream work relies on it.

Track

Trip Promise

Phase

Trip confirmation

Starts with

Draft trip promise

Ends with

Current operating CIS

You are here

TC-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

Booking, itinerary, passengers, needs, and the booking team are ready for confirmation.

What starts it

Operations reaches the final CIS review.

How it unfolds

  1. 1Operations

    Review the booking, itinerary, passengers, needs, and team together.

    Return to any incomplete section before confirmation.

  2. 2Operations

    Confirm each team member, role, and assignment dates.

    A requested guide remains a preference until assigned.

  3. 3System

    Save the CIS and notify only newly assigned people.

    The current trip becomes visible without approving a Program.

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

Saving confirms the trip and new assignments; it does not approve or complete daily Programs.