TrailheadInventory & GearShared concept
CX-01Every physical movement

Gear Custody Movement

Gear is always somewhere—lodge, guide, trip, vehicle, boat, or repair—and its current place should never depend on memory.

Track

Shared concept

Phase

Every physical movement

Starts with

Current holder or state known

Ends with

New custody visible

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CX-01
  1. CX-01Gear Custody Movement

The situation

Custody movement is the shared concept behind both Seasonal Kit and Daily Client Gear. Whenever a physical item changes holder or operational state, the movement is recorded so operations and inventory can see where it is now without turning custody into an automatic responsibility or financial decision.

What starts it

A physical item changes holder or operational state.

How it unfolds

OperationsInventoryGuideSystem
  1. 1

    The responsible user identifies the item and its current holder

    Operations

    The movement starts from the last known physical reality rather than an assumed location.

  2. 2

    The responsible user records the new holder or operational state

    Operations

    This is the key moment: the record follows the physical movement and names where the item is now.

  3. 3

    Trailhead shows the current custody to operations and inventory

    System

    The latest holder or state becomes the shared operational view for the item.

  4. 4

    The movement becomes part of the item's history

    System

    The lodge can distinguish the current position from the sequence of prior movements.

  5. 5

    Trailhead keeps unresolved damaged, lost, or replaced items visible

    System

    A custody update does not silently resolve an issue or decide who is responsible for it.

Who's involved

Operations

Records or follows custody movements so the lodge knows where gear is and which items still need attention.

Inventory

Uses the current holder and state to understand whether an item is physically available, out, returned, damaged, replaced, lost, or elsewhere.

Guide

Sees only the gear relevant to their Seasonal Kit assignment or client trip.

System

Keeps the latest custody visible, adds the movement to history, and leaves unresolved items open.

What each person sees

Operations

Where the item is now and whether it still needs attention.

Why: Coordinate real gear movement without confusing custody with responsibility.

Inventory

Whether the item is available, checked out, returned, damaged, replaced, lost, or in another operational state.

Why: Keep availability aligned with the item's current physical reality.

Guide

Only gear relevant to their assignment or trip.

Why: Understand the gear they currently carry without seeing unrelated inventory internals.

System

The latest custody, movement history, and unresolved issue status as separate facts.

Why: Preserve one operational record without creating an automatic responsibility or financial outcome.

The rule to remember

Custody says where the physical item is now; responsibility and financial impact are separate decisions.