TrailheadInventory & GearDaily Client Gear
DG-02Packing and handoff

Daily Client Gear Checkout

The clients' gear is packed. When it leaves the lodge for the trip, its custody must follow the trip even though the guide carries it.

Track

Daily Client Gear

Phase

Packing and handoff

Starts with

Gear request awaiting packing

Ends with

Trip has gear custody

You are here

DG-02
  1. DG-01Daily Client Gear Request
  2. DG-02Daily Client Gear Checkout
  3. DG-03Daily Client Gear Return

The situation

Inventory has a submitted daily gear request for an upcoming trip. The requested items must be checked against real availability, packed, and physically handed over before Trailhead can show them as checked out for that CIS or trip.

What starts it

Inventory or operations begins preparing the submitted trip gear request.

How it unfolds

InventoryOperationsGuide
  1. 1

    Inventory reviews the requested client gear

    Inventory

    The item list and quantities are read in the context of the specific CIS or trip.

  2. 2

    Inventory packs or adjusts the gear based on availability

    Inventory

    The physical package must reflect real stock, so unavailable items are adjusted before checkout.

  3. 3

    Operations or inventory checks out the packed gear

    Operations

    This is the key moment: the record changes only after the physical package is handed over for the trip.

  4. 4

    Inventory records custody against the CIS or trip

    Inventory

    The guide may carry the package, but the custody record keeps its operational purpose tied to the trip.

  5. 5

    The guide sees the checked-out gear and expected return

    Guide

    The field view now shows what belongs to this trip and must come back when it ends.

Who's involved

Inventory

Reviews the request, packs what is physically available, and records any adjustment before handoff.

Operations

Confirms that the packed gear physically leaves for the intended CIS or trip.

Guide

Carries the gear into the field and sees what the trip is expected to return.

What each person sees

Inventory

The requested quantities, real availability, and the package to prepare.

Why: Make the checkout record match what physically leaves the lodge.

Operations

Whether the trip gear is requested, packed, or checked out.

Why: Confirm that gear readiness will not block the trip.

Guide

The items checked out for this CIS and expected back after use.

Why: Know what belongs to the trip while carrying it in the field.

The rule to remember

Daily gear custody belongs to the CIS or trip even when a guide physically carries the items.