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leon:pax [2018/10/03 14:29] bartek [Database] |
leon:pax [2021/09/24 17:53] rafal [Assigning PAX to the flight by scanning Passport or a National ID] |
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====== PAX ====== | ====== PAX ====== | ||
- | [{{ : | + | PAX panel is available in the right-hand filter. It shows list of passengers (names or TBA). You can edit PAX profiles by clicking the icon {{: |
- | + | ||
- | PAX panel is available in the right-hand filter. It shows list of passengers (names or TBA). You can edit PAX profiles by clicking the icon {{: | + | |
Passengers can be added to Leon in **2** ways: selecting names from Leon database or manually by inserting details. You can add pax number while adding a new trip, then in a tab PAX you just input their details. | Passengers can be added to Leon in **2** ways: selecting names from Leon database or manually by inserting details. You can add pax number while adding a new trip, then in a tab PAX you just input their details. | ||
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The PAX panel is divided into 2 sections: **Database** and **Text**. | The PAX panel is divided into 2 sections: **Database** and **Text**. | ||
- | + | ||
- | If you type a new PAX name/ | + | |
If you hover the mouse over the PAX number window, Leon shows a pop-up window with the information of how many males, females, children and infants are on the flight. | If you hover the mouse over the PAX number window, Leon shows a pop-up window with the information of how many males, females, children and infants are on the flight. | ||
{{: | {{: | ||
+ | |||
===== Database ===== | ===== Database ===== | ||
- | [{{ :leon:updates:pax edit.jpg?200|Adding a new passenger to Leon}}] | + | [{{ :leon:schedule:new pax1.png?200|Adding a new passenger to Leon}}] |
[{{ : | [{{ : | ||
- | In Leon all Pax data can be stored in [[leon: | + | In Leon all Pax data can be stored in [[leon: |
+ | Apart from inserting different characteristics of the PAX, there is an option to assign **default Salutation** which will be applied to Sales Documents and Email templates (salutation item in the available data). You can select the salutation from the list of available options where **@F** will apply the First name and **@L** will apply the Last name | ||
- | If you want to add a new passenger | + | If a passenger |
- | To add a new passport click a green icon and fill in fields with details. You can also add a scan of a passport | + | It is also possible to select |
- | If a new passenger should be assigned to a certain **Company** you can do it by typing a 1st letter of a company name. | ||
- | {{: | + | __This feature is for PAX selected from Leon database and not available when adding PAX from text__. |
- | If a passenger is under 2 years old he/ | + | < |
- | {{: | + | -------- |
+ | ==== Adding PAX to the flights in the ' | ||
+ | [{{ : | ||
+ | PAX can be added to the flight in **the following ways**: | ||
- | If you need to add some extra information to an existing passenger that is already assigned to a flight | + | * **Phonebook** - select PAX from the Phonebook |
+ | * **IMPORT PAX** - importing PAX as a list either from: | ||
+ | * another | ||
+ | | ||
+ | | ||
+ | | ||
+ | * 'PICK FROM LIST' | ||
+ | * ' | ||
- | To mark a **Lead Passenger** (who can be an aircraft owner or a company president) mark a checkbox right under the {{: | + | Options to add PAX to the flights are explained below. |
+ | ----- | ||
+ | ==== Adding PAX from Phonebook ==== | ||
+ | [{{ : | ||
- | If you want to remove a passenger from the list just click **X** on the right. | + | If the PAX are already in the database (Phonebook), |
+ | Simply pick the name from the list and save changes. | ||
- | ===== Text ===== | + | If you type a new PAX name/ |
- | [{{ : | + | Click it (or press Enter key) to have a window displayed where you can add all PAX details (apart from name/ |
- | Click **Text** tab if you want to add pax details manually. Pax number in this section needs to be changed manually. | + | -------- |
- | To generate pax data in the document **Pax Manifest** details need to be inserted in a certain **format**. There are currently 2 formats available: | + | ==== Picking PAX from the contact list ==== |
- | - Number, Title, Surname Firstname, Date of birth, Passport number, Passport expiry date, Nationality | + | It is now possible to select the PAX on the flights using the **PICK FROM LIST** option. |
- | - Number, Title, Surname Firstname, Date of birth (dd-mm-yyyy) | + | |
- | **Example**: | + | This option allows to quickly select and add the PAX to the flight. |
- | | + | Click on the **PICK FROM LIST** option to open the **Select PAX** pop-up window. |
- | - 2, Ms, Smith Jessica, 03-06-2001 | + | |
- | As you can see from the screenshot, depending on the format inserted, PAX Manifest document will be filled in fully or partially. | ||
+ | === ' | ||
+ | |||
+ | The **Select PAX** window is divided into the following sections: | ||
+ | [{{ : | ||
+ | |||
+ | - **Search passenger** - option to search for PAX. If the ' | ||
+ | - **Requester** - can be assigned in the ' | ||
+ | - **Available passengers** - list of PAX assigned to the Requester Company and containing the basic details (Name, DoB, Companies one is assigned to). If the requester company is not selected the list displays all the PAX available in the Phonebook. In this case ' | ||
+ | - **Selected passengers** - PAX selected in the ' | ||
+ | - **Action buttons**: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | * if there are more PAX names selected than the PAX number, the number of PAX will increase accordingly, | ||
+ | * adding further PAX to the list will not overwrite already added PAX, i.e. adding 2 new PAX to 2 already assigned PAX will increase the PAX number to 4 | ||
+ | * {{: | ||
+ | |||
+ | ------------- | ||
+ | ==== Assigning PAX to the flight by scanning Passport or a National ID ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | It is also possible to assign PAX to the flight, by **scanning the Passport/ | ||
+ | |||
+ | In the tab PAX, click on **ADD PAX LIST** option > **TRAVEL DOCUMENTS** and select a scan of the passenger' | ||
+ | |||
+ | Once the scan has been uploaded, Leon will show a new window with the scan attached as well as the person' | ||
+ | |||
+ | To add passenger' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Once added to the flight, the person will automatically be added to the Phonebook upon saving changes. | ||
+ | |||
+ | |||
+ | ---------------------- | ||
+ | ==== Import PAX ==== | ||
+ | |||
+ | === Import from Excel file === | ||
+ | |||
+ | PAX data import from Excel file is possible only if the file is in **the same format** as the one which is generated in Leon when you export PAX data to Excel (see screenshot below). If you change columns order in the file or add a column, Leon will not import PAX data. Below you can see the format of Leon PAX Excel file. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | In order to import PAX from Excel, once the file is filled in with PAX details, in a section OPS open a tab ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | All other PAX details which can not be inserted into to file, such as i.e. place of birth, need to be added manually. | ||
+ | |||
+ | |||
+ | < | ||
---- | ---- | ||
- | ===== Import PAX ===== | ||
- | It is possible to import PAX from a leg assigned to the same trip or import PAX from text. If you wish to do that simply click icon {{: | + | === Import from text === |
+ | |||
+ | It is possible to import PAX from a leg assigned to the same trip or import PAX from text. | ||
If there are Passengers assigned to the flights within the same trip Leon will display available flight that the PAX can be imported from. In this case simply select a leg of the trip of which pax should get imported from and click ' | If there are Passengers assigned to the flights within the same trip Leon will display available flight that the PAX can be imported from. In this case simply select a leg of the trip of which pax should get imported from and click ' | ||
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It is impossible to Import PAX if Text section of Passenger List is already filled in. In such case, when you click on {{: | It is impossible to Import PAX if Text section of Passenger List is already filled in. In such case, when you click on {{: | ||
- | **Pax import from the text is disabled because pax have been written as a note in Text tab. Please clear the note in Text tab to activate pax import from text.** | + | **"Pax import from the text is disabled because pax have been written as a note in Text tab. Please clear the note in Text tab to activate pax import from text".** |
**Import from text** option will allow you to add Passenger details from a file.The Passenger details will be added to the flight and Phonebook at the same time. The Passenger details have to be inserted in certain **format**. There are currently **2 formats** available. Both are presented in the **Text** section of this page. | **Import from text** option will allow you to add Passenger details from a file.The Passenger details will be added to the flight and Phonebook at the same time. The Passenger details have to be inserted in certain **format**. There are currently **2 formats** available. Both are presented in the **Text** section of this page. | ||
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===== Export PAX ===== | ===== Export PAX ===== | ||
- | [{{ : | + | [{{ : |
When adding passengers from the Phonebook, Leon shows a link **EXPORT PAX**. | When adding passengers from the Phonebook, Leon shows a link **EXPORT PAX**. | ||
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- Nationality | - Nationality | ||
- DoB | - DoB | ||
- | - Passport or ID number | + | - Travel document |
- | - Passport's expiry date | + | - Travel document's expiry date |
+ | If the Travel document is different on arrival and departure, Leon will include both in the Excel file. | ||
+ | ---- | ||
+ | ===== PAX DETAILS EDITION ===== | ||
+ | |||
+ | |||
+ | Open a tab ' | ||
+ | [{{ : | ||
+ | * **Ticket number** | ||
+ | * **Accompanied by** - select PAX name from the list - the list shows only PAX added to the same flight. | ||
+ | * **SSR code** - Special Service Code, i.e. PNUT for Passenger is allergic to peanut dust. | ||
+ | * **National ID number** - any other ID number, apart from ID card number, i.e. National Insurance Number. | ||
+ | * **Traveler number** | ||
+ | * **Residence address** | ||
+ | * **City** | ||
+ | * **Zip code** | ||
+ | * **Country** | ||
+ | * **Destination address** | ||
+ | * **City** | ||
+ | * **Zip code** | ||
+ | * **Country** | ||
+ | |||
+ | PAX name & surname, passport & national ID details can't be added from this window - only from a single PAX profile. | ||
+ | |||
+ | ---- | ||
+ | **VISAS** | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | To add a **visa** to a particular passport, edit PAX profile, click a button {{: | ||
+ | |||
+ | - **Passport** - select a passport to which a new visa should be added. | ||
+ | - **Country** - select a country which concerns the visa. | ||
+ | - **No.** - insert visa's number. | ||
+ | - **Date of issue** - insert visa's date of issue. | ||
+ | - **Expiry date** - add visa's expiry date. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Adding details of visas to OPS documents (Trip Sheet and Gendec), can be obtained from [[leon: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | If you want to add a new passenger to the database just click {{: | ||
+ | |||
+ | |||
+ | It is possible not to mark a default Travel document at all, but in this case - if such a passenger is added to the flight - Leon will show a caution (PAX number in yellow) and if you hover the mouse over PAX number Leon will show information: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | If a new passenger should be assigned to a certain **Company** you can do it by typing the 1st letter of a company name. | ||
+ | |||
+ | If a passenger is under 2 years old he/she will appear in the tab PAX as **(I)**. If between 2 and 12 years old - as **(C)**. If you hover the mouse over PAX number in either OPS or Calendar section that information also appears. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | If you need to add some extra information to an existing passenger that is already assigned to a flight you can do it by clicking on **' | ||
+ | |||
+ | To mark a **Lead Passenger** (who can be an aircraft owner or a company president) mark a checkbox right under the {{: | ||
+ | |||
+ | If you want to remove a passenger from the list just click **X** on the right. | ||
+ | |||
+ | ==== NATIONAL ID ==== | ||
+ | |||
+ | |||
+ | Travelling within EU does not require using a passport by EU citizens - passengers can use **national ID cards** instead. | ||
+ | |||
+ | It is now possible to add ID card's details to PAX profile and use it on the trip. Leon will show ID card's details on documents, such as: Crew Trip Sheet or PAX Trip Sheet as long as it's set up in Documents Manager panel, by using data items: ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ** Adding ID card ** | ||
+ | |||
+ | When adding a new passenger' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | In the OPS panel (tab PAX) Leon shows expiry date of the ID card. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | |||
+ | When adding a new PAX to Leon (or editing already added PAX profile), a new column **Type** shows in **National IDS** section. By default it shows 'ID Card' - click it to get the drop-down list open and select appropriate ID type from available list: | ||
+ | |||
+ | * **Alien card** | ||
+ | * **Residence card** | ||
+ | * **Facilitation document** | ||
+ | * **Military card** | ||
+ | * **Nexus card** | ||
+ | * **Refugee document** | ||
+ | * **IRPA exempt** | ||
+ | * **Naturalisation Certificate** | ||
+ | * **HK return permit** | ||
+ | |||
+ | {{: | ||
+ | ===== Text ===== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | Click **Text** tab if you want to add pax details manually. Pax number in this section needs to be changed manually. | ||
+ | |||
+ | To generate pax data in the document **Pax Manifest** details need to be inserted in a certain **format**. There are currently 2 formats available: | ||
+ | |||
+ | - Number, Title, Surname Firstname, Date of birth, Passport number, Passport expiry date, Nationality | ||
+ | - Number, Title, Surname Firstname, Date of birth (dd-mm-yyyy) | ||
+ | |||
+ | **Example**: | ||
+ | |||
+ | 1, Mr, Smith John, 06-03-1978, ABC123456, 13-12-2020, UK | ||
+ | |||
+ | 2, Ms, Smith Jessica, 03-06-2001 | ||
+ | |||
+ | As you can see from the screenshot, depending on the format inserted, PAX Manifest document will be filled in fully or partially. | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== Catering ===== | ||
+ | |||
+ | It is possible to **order catering** directly from Leon. In order to make this work, a few settings must be defined. | ||
+ | |||
+ | === EMAIL TEMPLATE === | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | |||
+ | In a section Settings > Email Templates find **Catering Requests** and click it to set it up. You can change the default one's name or remove it and add a new one (you can add multiple templates). | ||
+ | [{{ : | ||
+ | {{: | ||
+ | |||
+ | Edit a template to define its **Subject**, | ||
+ | |||
+ | === ORDERING CATERING === | ||
+ | |||
+ | Once catering email templates have been defined, open OPS checklist item ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | A drop-down 'Email templates' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | === Caterers list === | ||
+ | |||
+ | It is possible to select a **caterer** from the drop-down list - the list in the checklist matches caterers in the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | When ordering catering, Leon will show selected caterer' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ---- | ||