TrailheadAccesses & LandownersOwner Access Balances
OB-01Usage and rule resolution

Record Access Usage and Resolve the Rule

A real crossing must remain visible even when its commercial rule sends the money down a different path—or creates no Program charge at all.

Track

Owner Access Balances

Phase

Usage and rule resolution

Starts with

Program reaches an Access

Ends with

Correct financial path selected

You are here

OB-01
  1. OB-01Record Access Usage And Resolve The Rule
  2. OB-02Create An Owner Balance Charge
  3. OB-03Review Owner Balance And Activity
  4. OB-04Settle The Owner In SettleWise

The situation

A Program reaches an Access. Trailhead records the operational fact, resolves the dated Agreement and applies direction and charge basis before choosing the financial path.

What starts it

The guide completes an Enter access or Leave access step during Program execution.

How it unfolds

GuideSystemOperations
  1. 1

    The guide completes the Access step in the active Program.

    Guide

    The field action records what physically happened, not a financial choice.

  2. 2

    Trailhead records the crossing and its operational context.

    System

    Direction, date, Beat, Program, Trip, guide and client count remain attached to the usage.

  3. 3

    Trailhead resolves the effective Agreement and fee rule.

    System

    The usage date and direction select the terms that must remain in the audit snapshot.

  4. 4

    Trailhead applies direction and charge basis to the crossing.

    System

    This is the key moment: IN and OUT remain two usage facts, while a once-per-day or once-per-Program rule prevents a duplicate charge.

  5. 5

    An owner-payout rule opens the owner-balance path.

    System

    The Agreement-derived amount can now become an owner charge without guide input.

  6. 6

    A paid-at-access rule opens the field-payment path.

    System

    The same Access step continues into the payment details required from the guide.

  7. 7

    A season-amount rule creates no Program financial record.

    System

    The crossing remains visible, but the setup-time commitment does not become a usage charge.

Who's involved

Guide

Records the real IN or OUT crossing during the Program.

System

Preserves usage, resolves effective terms and selects the financial path.

Operations

Uses the trace to understand which rule governed the crossing.

What each person sees

Guide

A completed Access step and only the payment fields required by the resolved path

Why: Record the crossing without choosing commercial terms.

Operations

Usage linked to its effective Agreement, rule and resulting path

Why: Explain why the crossing did or did not create a financial record.

The rule to remember

Record every real crossing, but charge only as often as the effective fee rule allows.