Use this playbook to request daily client gear from a real CIS and make the packing work visible to the lodge.
Before you start
- Act as
- A guide with access to an upcoming CIS
- Trip
- An upcoming CIS or trip with clients who need lodge gear
- Starting state
- No active daily gear request exists for the selected trip
- Inventory
- Requestable items are active in SettleWise Inventory
Run the scenario
- 1GuideTrailhead Mobile · CIS detail
Open Gear request for the selected CIS.
Expected evidence
The requestable trip gear appears separately from the guide's Seasonal Kit.
- 2GuideTrailhead Mobile · Gear request
Search for items, choose quantities, and review the selected gear.
Expected evidence
Each selected item shows its quantity and its replacement value when known.
- 3GuideTrailhead Mobile · Selected gear
Submit the gear request and return to the CIS detail.
Expected evidence
The requested items appear in the CIS gear summary with a Requested status.
- 4OperationsTrailhead · Guides · Gear
Open the daily client gear queue for the same lodge and trip.
Expected evidence
The trip request is visible as work that still needs packing and checkout.
Scenario completed
Inventory and operations can see the submitted request for packing and checkout.
- Trip gear request
- Not requested→Requested
- Inventory work
- Not scheduled→Pending packing
If it does not match
- If no gear can be selected, confirm that requestable products are active in SettleWise Inventory for the same organization.
- If the CIS is unavailable, confirm that the guide is assigned to the trip and has mobile access to it.
- If operations cannot see the request, confirm that both views are using the same lodge and that submission completed.