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--- leon:pax [2021/09/24 16:46]
rafal [Database]
+++ leon:pax [2022/07/11 07:36]
rafal [Import PAX]
@@ Line 1: / Line 1: @@
 ====== PAX ======
-[{{ :leon:schedule:TD1.png?200|Adding PAX from database into Leon}}]
 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 {{:leon:schedule:pax new icon.png|}} where you can define PAX details, Travel document or preferences. Mark a checkbox **FERRY** if no PAX should be added to the trip.
@@ Line 12: / Line 10: @@
 The PAX panel is divided into 2 sections: **Database** and **Text**.
-If you type a new PAX name/surname (which has not been added yet) into the field 'To be announced', Leon will show a button **+ ADD PAX** - click it (or press Enter key) to have a window displayed where you can add all PAX details (apart from name/surname which will already show).
 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.
@@ Line 38: / Line 35: @@
 <box>Selected Travel Document will appear on **PAX Tripsheet** document (as long as in Documents Manager it is properly set up) and on **Handling Requests** sheet.</box>
-==== Adding PAX to the flights ====
+--------
+==== Adding PAX to the flights in the 'Database' section ====
+[{{ :leon:schedule-pax:pax_-_main_list_view.png?200|Options in 'PAX' tab}}]
+PAX can be added to the flight in **the following ways**:
-PAX can be added to the flight in 3
+  * **Phonebook** - select PAX from the Phonebook
+  * **IMPORT PAX** - importing PAX as a list either from:
+    * another flight within a trip
+    * 'IMPORT FROM TEXT'
+    * 'Import from Excel' file
+  * **ADD PAX LIST** selection:
+    * 'PICK FROM LIST'
+    * 'TRAVEL DOCUMENTS'
+Options to add PAX to the flights are explained below.
 -----
-==== Picking PAX from the contact list ====
+==== Adding PAX from Phonebook ====
+[{{ :leon:schedule-pax:pax_-_add_pax_to_the_list.png?200|Adding PAX from database into Leon}}]
-It is now possible to select the PAX on the flights using the **PICK FROM THE CONTACT LIST** option.
+If the PAX are already in the database (Phonebook), it is sufficient to insert the first letter of PAX name in the PAX name field and Leon will display the list of names.
+Simply pick the name from the list and save changes.
+If you type a new PAX name/surname (which has not been added yet) into the field 'To be announced', Leon will show a button **+ ADD PAX**.
+Click it (or press Enter key) to have a window displayed where you can add all PAX details (apart from name/surname which will already show). Once the details are added and saved, PAX will be added to the flight as well as to the Phonebook
+--------
+==== Picking PAX from the contact list ====
-This option allows to quickly select and add the PAX to multiple legs.
+It is now possible to select the PAX on the flights using the **PICK FROM LIST** option.
-Click on the **PICK FROM THE CONTACT LIST** option to open the **Select PAX** pop-up window.
+This option allows to quickly select and add the PAX to the flight.
-{{:leon:sales:pax:pax_-_pick_from_the_contact_list.png?nolink|}}
+Click on the **PICK FROM LIST** option to open the **Select PAX** pop-up window.
@@ Line 57: / Line 77: @@
 The **Select PAX** window is divided into the following sections:
 [{{ :leon:sales:pax:select_pax_-_main.png?300|'Select PAX' pop-up window}}]
-  - **Legs** - allows selecting the flights upon which the action will be taken. Only flights with PAX are listed. Ferry and 0 PAX flights are omitted
   - **Search passenger** - option to search for PAX. If the 'Requester' is selected, the 'Search passenger' option is looking for the PAX only assigned to this specific Requester
-  - **Requester** - automatically selected from the quote
+  - **Requester** - can be assigned in the 'TRIP' tab ('Client' field) or automatically selected from the quote (for Clients using Requests/Quotes section)
-  - **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 is empty. In this case 'Search passenger' option needs to be used. Clicking on the **+** next to the PAX name will move the PAX to the **Selected passengers** section
+  - **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 'Search passenger' option can be used. Clicking on the **+** next to the PAX name will move the PAX to the **Selected passengers** section
   - **Selected passengers** - PAX selected in the 'Available passengers' section. Press **-** to remove the passenger from the list
   - **Action buttons**:
@@ Line 71: / Line 91: @@
 -------------
+==== Assigning PAX to the flight by scanning Passport or a National ID ====
+[{{ :leon:schedule-pax:ops_pax_-_passport_upload.png?200|Travel document upload}}]
+It is also possible to assign PAX to the flight, by **scanning the Passport/National ID**.
+In the tab PAX, click on **ADD PAX LIST** option > **TRAVEL DOCUMENTS** and select a scan of the passenger's travel document.
+Once the scan has been uploaded, Leon will show a new window with the scan attached as well as the person's details filled in.
+To add passenger's details to the database (so that it can be used again when the same passenger travels) click a button {{:leon:sales:pax:pass_scan_2.png?nolink|}} and save changes.
+{{:leon:schedule-pax:ops_pax_-_added_pax.png?nolink|}}
+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.
+{{:leon:schedule-pax:import_from_xlsx_2.png?nolink|}}
+In order to import PAX from Excel, once the file is filled in with PAX details, in a section OPS open a tab 'PAX' in the right filter, click icon **IMPORT PAX** and select **Import from Excel**, then select PAX file (make sure it is saved as .xls) and Leon will automatically import all PAX data (click SAVE to finish the import).
+{{:leon:schedule:TD2.png?nolink|}}
+All other PAX details which can not be inserted into to file, such as i.e. place of birth, need to be added manually.
+<box>.**It is important that the values within the fields in Excel file are in the 'Text' format**</box>
+----
+=== 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 'OK'.
+{{:leon:schedule:PAX import options.png?}}
+It is impossible to Import PAX if Text section of Passenger List is already filled in. In such case, when you click on {{:leon:updates:import pax button.png|}} button Leon will display following information:
+**"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.
+The **process** of importing PAX list from text is very simple:
+[{{ :leon:schedule:PAX from Text.png?300|Import PAX list from text option}}]
+  * **Choose format** - select the format you wish to use to insert your passengers from the dropdown in the 'Import pax list from text' window. **Leon will accept both 2 and 3-letter country codes, e.g UK or GBR.**
+  * **Insert PAX list** - in the left editable field you can either 'enter' or copy/paste PAX list in the chosen format.
+  * **Parse** - after inserting the list, {{:leon:schedule:parse.png?nolink&60|}} button will activate. This button will check whether there is any inconsistency between the format and the data inserted. If there are mistakes, Leon will display the following message: **Please check if items left in the text editor match the chosen format.**. If the PAX data is inserted correctly, Leon will display: **1 pax will be added to the flight**. Clicking 'OK' button will add Passenger list to the flight.
+  * **SAVE** - this allows saving PAX list on the flight
+<box>**It is possible to import PAX list from text when the passengers have already been added from the database. If you insert Passenger that already exists in the Phonebook, this Passenger data will be duplicated. Passengers can be added to one leg at the time only.**</box>
+----
+===== Export PAX =====
+[{{ :leon:schedule:TD3.png?200|Exporting PAX details to an Excel file}}]
+When adding passengers from the Phonebook, Leon shows a link **EXPORT PAX**.
+By clicking it you get an access to an **Excel** file where assigned PAX details are sent, such as:
+  - Name
+  - Surname
+  - Company
+  - Email address
+  - Mobile phone number
+  - Nationality
+  - DoB
+  - Travel document number
+  - 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 'PAX' and click the button {{:leon:schedule:PAX DETAILS button.png?nolink|}} - Leon will show a new window, where missing PAX details can be inserted, such as:
-[{{ :leon:schedule:PAX DETAILS window.png?200|PAX DETAILS window}}]
+[{{ :leon:schedule-pax:pax_details_luggage.png?200|PAX DETAILS window}}]
   * **Ticket number**
   * **Accompanied by** - select PAX name from the list - the list shows only PAX added to the same flight.
@@ Line 89: / Line 191: @@
   * **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.
@@ Line 185: / Line 290: @@
 As you can see from the screenshot, depending on the format inserted, PAX Manifest document will be filled in fully or partially.
-----
-===== 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.
-{{:leon:schedule-pax:import_from_xlsx.png?}}
-In order to import PAX from Excel, once the file is filled in with PAX details, in a section OPS open a tab 'PAX' in the right filter, click icon **IMPORT PAX** and select **Import from Excel**, then select PAX file (make sure it is saved as .xls) and Leon will automatically import all PAX data (click SAVE to finish the import).
-{{:leon:schedule:TD2.png?nolink|}}
-All other PAX details which can not be inserted into to file, such as i.e. place of birth, need to be added manually.
-<box>.**It is important that the values within the fields in Excel file are in the 'Text' format**</box>
-----
-=== 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 'OK'.
-{{:leon:schedule:PAX import options.png?}}
-It is impossible to Import PAX if Text section of Passenger List is already filled in. In such case, when you click on {{:leon:updates:import pax button.png|}} button Leon will display following information:
-**"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.
-The **process** of importing PAX list from text is very simple:
-[{{ :leon:schedule:PAX from Text.png?300|Import PAX list from text option}}]
-  * **Choose format** - select the format you wish to use to insert your passengers from the dropdown in the 'Import pax list from text' window. **Leon will accept both 2 and 3-letter country codes, e.g UK or GBR.**
-  * **Insert PAX list** - in the left editable field you can either 'enter' or copy/paste PAX list in the chosen format.
-  * **Parse** - after inserting the list, {{:leon:schedule:parse.png?nolink&60|}} button will activate. This button will check whether there is any inconsistency between the format and the data inserted. If there are mistakes, Leon will display the following message: **Please check if items left in the text editor match the chosen format.**. If the PAX data is inserted correctly, Leon will display: **1 pax will be added to the flight**. Clicking 'OK' button will add Passenger list to the flight.
-  * **SAVE** - this allows saving PAX list on the flight
-<box>**It is possible to import PAX list from text when the passengers have already been added from the database. If you insert Passenger that already exists in the Phonebook, this Passenger data will be duplicated. Passengers can be added to one leg at the time only.**</box>
-----
-===== Export PAX =====
-[{{ :leon:schedule:TD3.png?200|Exporting PAX details to an Excel file}}]
-When adding passengers from the Phonebook, Leon shows a link **EXPORT PAX**.
-By clicking it you get an access to an **Excel** file where assigned PAX details are sent, such as:
-  - Name
-  - Surname
-  - Company
-  - Email address
-  - Mobile phone number
-  - Nationality
-  - DoB
-  - Travel document number
-  - Travel document's expiry date
-If the Travel document is different on arrival and departure, Leon will include both in the Excel file.
 ----

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