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leon:pax [2020/07/27 06:34] bartek [Database] |
leon:pax [2022/07/11 07:36] rafal [Import PAX] |
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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 a passenger has more than 1 passport (or Travel document) you can select which one should be used as the default (in PAX profile mark a checkbox ' | ||
+ | |||
+ | It is also possible to select a **different passport for departure & arrival** - when adding PAX, click **+** icon and select appropriate passport.Or any other Travel document. | ||
- | If a passenger has more than 1 passport you can select which one should be used as default (in PAX profile mark a checkbox ' | ||
__This feature is for PAX selected from Leon database and not available when adding PAX from text__. | __This feature is for PAX selected from Leon database and not available when adding PAX from text__. | ||
- | < | + | < |
- | If you want to add a new passenger to database just click {{: | + | -------- |
+ | ==== Adding PAX to the flights in the ' | ||
+ | [{{ : | ||
+ | PAX can be added to the flight in **the following ways**: | ||
- | To add a new passport click a green icon and fill in fields with details. | + | * **Phonebook** - select PAX from the Phonebook |
+ | * **IMPORT PAX** - importing PAX as a list either from: | ||
+ | * another flight within | ||
+ | * ' | ||
+ | * ' | ||
+ | * **ADD PAX LIST** selection: | ||
+ | * 'PICK FROM LIST' | ||
+ | * ' | ||
- | You can also add a scan of a passport and mark which one should be a **Default** passport. It is possible | + | Options to add PAX to the flights are explained below. |
+ | ----- | ||
+ | ==== Adding PAX from Phonebook ==== | ||
+ | [{{ : | ||
- | It is possible not to mark a default passport at all, but in this case - if such a passenger | + | If the PAX are already in the database (Phonebook), it is sufficient |
- | If a new passenger should be assigned to a certain **Company** you can do it by typing a 1st letter of a company | + | Simply pick the name from the list and save changes. |
- | {{: | + | If you type a new PAX 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. | + | Click it (or press Enter key) to have a window displayed where you can add all PAX details |
- | {{: | + | -------- |
- | 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 **' | + | ==== Picking PAX from the contact list ==== |
- | To mark a **Lead Passenger** (who can be an aircraft owner or a company president) mark a checkbox right under the {{: | + | It is now possible to select the PAX on the flights using the **PICK FROM LIST** option. |
- | If you want to remove a passenger from the list just click **X** on the right. | + | This option allows |
+ | Click on the **PICK FROM LIST** option to open the **Select PAX** pop-up window. | ||
- | ===== Text ===== | ||
- | [{{ : | + | === ' |
- | Click **Text** tab if you want to add pax details | + | 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 | ||
+ | - **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 | ||
+ | * {{: | ||
- | To generate pax data in the document **Pax Manifest** details need to be inserted in a certain **format**. There are currently 2 formats available: | + | ------------- |
+ | ==== Assigning PAX to the flight by scanning Passport or a National ID ==== | ||
- | | + | [{{ : |
- | | + | |
- | **Example**: | + | It is also possible to assign PAX to the flight, by **scanning the Passport/ |
- | - 1, Mr, Smith John, 06-03-1978, ABC123456, 13-12-2020, UK | + | In the tab PAX, click on **ADD PAX LIST** option > **TRAVEL DOCUMENTS** and select a scan of the passenger' |
- | - 2, Ms, Smith Jessica, 03-06-2001 | + | |
- | As you can see from the screenshot, depending on the format inserted, PAX Manifest document | + | Once the scan has been uploaded, Leon will show a new window with the scan attached as well as the person' |
- | ---- | + | To add passenger' |
- | ===== Import PAX ===== | + | |
+ | {{: | ||
+ | |||
+ | Once added to the flight, the person will automatically be added to the Phonebook upon saving changes. | ||
+ | |||
+ | |||
+ | ---------------------- | ||
+ | ==== Import PAX ==== | ||
=== Import from Excel file === | === Import from Excel file === | ||
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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. | 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 ' | 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. | All other PAX details which can not be inserted into to file, such as i.e. place of birth, need to be added manually. | ||
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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** | ||
+ | * **Luggage Quantity** | ||
+ | * **Luggage Weight** | ||
+ | * **Weight Unit** | ||
+ | |||
+ | 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' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ---- | ||