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

Use this playbook to complete review and save the cis with safe sample trip details.

Act as

Operations

Starting state

Draft trip promise

Sample data

A complete sample CIS with an eligible booking team

Run the scenario

  1. OperationsTrailhead · CIS · Review

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

    The CIS keeps the new detail visible for review.

  2. OperationsTrailhead · CIS · Review

    2. Confirm each team member, role, and assignment dates.

    The CIS keeps the new detail visible for review.

  3. SystemTrailhead · CIS · Review

    3. Save the CIS and notify only newly assigned people.

    Current operating CIS

If it does not match

  • • If a newly assigned person cannot open the CIS, review their profile, lodge access, and assignment instead of duplicating the team entry.