User Tools

Site Tools


leon:pax

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
leon:pax [2018/05/10 08:42]
bartek [PAX]
leon:pax [2022/07/11 07:36] (current)
rafal [Import PAX]
Line 1: Line 1:
 ====== PAX ====== ====== PAX ======
  
-[{{ :leon:schedule:PAX tab.jpg?200|Panel 'PAX' - the list of passengers added to 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.
- +
-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, passports or preferences.+
  
 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.
Line 12: Line 10:
  
 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/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.  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. 
  
 {{:leon:schedule:sex info.jpg|}} {{:leon:schedule:sex info.jpg|}}
 +
 ===== 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}}]
  
 [{{ :leon:schedule:PAX tooltip.jpg?200|Tooltip with passengers details}}] [{{ :leon:schedule:PAX tooltip.jpg?200|Tooltip with passengers details}}]
  
-In Leon all Pax data can be stored in [[leon:phonebook|Phonebook]]. When you add pax from database all you need to do is to insert passenger's first 3 letters of either his name or surname, then Leon will open a drop-down box with suggestions. If a passenger has more than 1 passport you can select the one which should be used in **Select passport**.+In Leon all Pax data can be stored in [[leon:phonebook|Phonebook]]. When you add pax from the database all you need to do is to insert passenger's first 3 letters of either his name or surname, then Leon will open a drop-down box with suggestions. 
  
-If you want to add a new passenger to database just click {{:leon:schedule:pax new icon.png|}} and a new pop-up window will show up where you should input details. Passenger's characteristic (his favourite dishes, drinks or dislikeswill appear on Trip Sheet document.+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
  
-To add new passport click a green icon and fill in fields with details. You can also add a scan of a passport and mark which one should be a **Default** passport.+If passenger has more than 1 passport (or Travel document) you can select which one should be used as the default (in PAX profile mark checkbox 'Default').
  
-If a new passenger should be assigned to a certain **Company** you can do it by typing a 1st letter of a company name.+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.
  
-{{:leon:updates:pax passport - default.jpg?|}} 
  
-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 Schedule or Calendar section that information also appears.+__This feature is for PAX selected from Leon database and not available when adding PAX from text__.
  
-{{:leon:schedule:infant child.jpg|}} +<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>
  
-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 **'Edit in phonebook'** linkThis will redirect you to the Phonebook where the data can be filled in.+-------- 
 +==== 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**:
  
-To mark a **Lead Passenger** (who can be an aircraft owner or company president) mark checkbox right under the {{:leon:schedule:pax lead pax.png|}}+  * **Phonebook** - select PAX from the Phonebook 
 +  * **IMPORT PAX** - importing PAX as list either from: 
 +    * another flight within trip 
 +    * 'IMPORT FROM TEXT' 
 +    * 'Import from Excel' file 
 +  * **ADD PAX LIST** selection: 
 +    * 'PICK FROM LIST' 
 +    * 'TRAVEL DOCUMENTS' 
  
-If you want to remove a passenger from the list just click **X** on the right.+Options to add PAX to the flights are explained below. 
 +----- 
 +==== Adding PAX from Phonebook ==== 
 +[{{ :leon:schedule-pax:pax_-_add_pax_to_the_list.png?200|Adding PAX from database into Leon}}]
  
 +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.
  
-===== Text =====+Simply pick the name from the list and save changes.
  
-[{{ :leon:schedule:PAX manifest Update.png?300|Pax Manifest document}}]+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 **Text** tab if you want to add pax details manuallyPax number in this section needs to be changed manually.+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 
  
-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 +==== Picking PAX from the contact list ====
-  - Number, Title, Surname Firstname, Date of birth (dd-mm-yyyy)+
  
-**Example**:+It is now possible to select the PAX on the flights using the **PICK FROM LIST** option.
  
-  - 1, Mr, Smith John, 06-03-1978, ABC123456, 13-12-2020, UK +This option allows to quickly select and add the PAX to the flight.
-  - 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.+Click on the **PICK FROM LIST** option to open the **Select PAX** pop-up window.
  
 +
 +=== 'Select PAX' window ===
 +
 +The **Select PAX** window is divided into the following sections:
 +[{{ :leon:sales:pax:select_pax_-_main.png?300|'Select PAX' pop-up window}}]
 + 
 +  - **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** - 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 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**:
 +    * {{:leon:sales:pax:pax_pick_-_cancel.png?nolink|}} - option to cancel PAX selection procedure
 +    * {{:leon:sales:pax:pax_pick_-_clear.png?nolink|}} - option to clear the list of selected PAX
 +    * {{:leon:sales:pax:pax_pick_-_add.png?nolink|}} - option to add PAX to selected flights:
 +      * if there are more PAX names selected than the PAX number, the number of PAX will increase accordingly, i.e. PAX number is 2 but 4 names selected and added - PAX number will increase to 4
 +      * 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
 +    * {{:leon:sales:pax:pax_pick_-_replace.png?nolink|}} - option to replace already added PAX with the new ones
 +
 +-------------
 +==== 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 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 {{:leon:updates:import pax button.png|}} +=== 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'. 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'.
Line 74: Line 137:
 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: 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.**+**"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. 
Line 91: Line 154:
 ===== Export PAX ===== ===== Export PAX =====
  
-[{{ :leon:schedule:pax export.jpg?200|Exporting PAX details to an Excel file}}]+[{{ :leon:schedule:TD3.png?200|Exporting PAX details to an Excel file}}]
  
 When adding passengers from the Phonebook, Leon shows a link **EXPORT PAX**.  When adding passengers from the Phonebook, Leon shows a link **EXPORT PAX**. 
Line 104: Line 167:
   - Nationality    - Nationality 
   - DoB   - DoB
-  - Passport or ID number  +  - Travel document number  
-  - 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 '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: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.
 +  * **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**
 +
 +[{{ :leon:schedule:visas vs passports.png?200|Added visas in PAX profile}}]
 +
 +To add a **visa** to a particular passport, edit PAX profile, click a button {{:leon:schedule:button new vias.png?nolink|}} and add details:
 +
 +  - **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.
 +
 +{{:leon:schedule:adding visas.png?nolink|}}
 +
 +Adding details of visas to OPS documents (Trip Sheet and Gendec), can be obtained from [[leon:documents-manager|Documents Manager]] panel, by using items under **visaList**.
 +
 +{{:leon:documents-manager:visas pax.png?nolink|}}
 +
 +
 +If you want to add a new passenger to the database just click {{:leon:schedule:pax new icon.png|}} and a new pop-up window will show up where you should input details. Passenger's characteristic (his favourite dishes, drinks or dislikes) will appear on the Trip Sheet document.
 +
 +
 +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: 'At least one of PAX passport missing'. Double-click on PAX number to select an appropriate Travel document for the passenger.
 +
 +{{:leon:schedule:Passport2.png?nolink|}}
 +
 +
 +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.
 +
 +{{:leon:schedule:infant child.jpg|}} 
 +
 +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 **'Edit in phonebook'** link. This will redirect you to the Phonebook where the data can be filled in.
 +
 +To mark a **Lead Passenger** (who can be an aircraft owner or a company president) mark a checkbox right under the {{:leon:schedule:pax lead pax.png|}}
 +
 +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: 'arrivalNationalId' & 'departureNationalId'.
 +
 +{{:leon:schedule:ID in DM.png?nolink|}}
 +
 +** Adding ID card **
 +
 +When adding a new passenger's profile (or when editing the profile of already added passenger), click on the button {{:leon:schedule:new ID button.png?nolink|}} and insert ID card's details.
 +
 +{{:leon:schedule:pax ID.png?nolink|}}
 +
 +In the OPS panel (tab PAX) Leon shows expiry date of the ID card.
 +
 +{{:leon:schedule:ID tab pax.png?nolink|}}
 +
 +
 +
 +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**
 +
 +{{:leon:schedule:ID type.png?nolink|}}
 +===== Text =====
 +
 +[{{ :leon:schedule:PAX manifest Update.png?300|Pax Manifest document}}]
 +
 +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 ===
 +
 +[{{ :leon:schedule:order example.png?200|Catering order template example}}]
 +
 +
 +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).
 +[{{ :leon:schedule:ordering main window.png?200|Ordering catering main window}}]
 +{{:leon:schedule:order templates.png?nolink|}}
 +
 +Edit a template to define its **Subject**, **Body** and default **Recipients** emails: From, Reply to, CC & BCC. Use **Available data** items to re-arrange the email template.
 +
 +=== ORDERING CATERING ===
 +
 +Once catering email templates have been defined, open OPS checklist item 'Catering', click a button {{:leon:schedule-fuel:order.png?nolink|}} and Leon will show a window for order sending.
 +
 +{{:leon:schedule:checklist catering.png?nolink|}}
 +
 +A drop-down 'Email templates' will show all previously defined templates. Insert an email address into a field **TO** to which the catering order should be sent out and click SAVE.
 +
 +{{:leon:schedule:templates in catering order window.png?nolink|}}
 +
 +=== Caterers list ===
 +
 +It is possible to select a **caterer** from the drop-down list - the list in the checklist matches caterers in the 'Airport Directory' panel, tab **Suppliers**.
 +
 +{{:leon:schedule-ops-checklist:caterers in AD.png?nolink|}}  {{:leon:icons:strzałka.jpg?50|}}  {{:leon:schedule-ops-checklist:caterers list in ops.png?nolink|}}  
 +
 +When ordering catering, Leon will show selected caterer's email address in a field **TO**.
 +
 +{{:leon:schedule-ops-checklist:catering order.png?nolink|}}
 +
 +----
  
leon/pax.1525941734.txt.gz · Last modified: 2018/05/10 08:42 by bartek