This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
leon:pax [2019/11/09 15:30] bartek [Import PAX] |
leon:pax [2022/07/11 07:36] (current) rafal [Import PAX] |
||
---|---|---|---|
Line 1: | Line 1: | ||
====== 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. | ||
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/ | + | |
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 {{: | + | < |
- | To add a 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. However, it is possible not to mark a default passport at all, but in this case - if such a passenger is added to the flight | + | -------- |
+ | ==== Adding | ||
+ | [{{ :leon: | ||
+ | PAX can be added to the flight in **the following ways**: | ||
- | If a new passenger should be assigned to a certain | + | |
+ | * **IMPORT PAX** - importing PAX as a list either from: | ||
+ | * another flight within | ||
+ | * ' | ||
+ | * ' | ||
+ | * **ADD PAX LIST** selection: | ||
+ | * 'PICK FROM LIST' | ||
+ | * ' | ||
- | {{:leon:updates:pax passport | + | 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 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 | + | If the PAX are already in the database |
- | {{: | + | Simply pick the name from the list and save changes. |
- | 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' | + | If you type a new PAX name/ |
- | To mark a **Lead Passenger** | + | Click it (or press Enter key) to have a window displayed where you can add all PAX details (apart from name/ |
- | If you want to remove a passenger from the list just click **X** on the right. | + | -------- |
+ | ==== Picking PAX from the contact list ==== | ||
- | ===== Text ===== | + | It is now possible to select the PAX on the flights using the **PICK FROM LIST** option. |
- | [{{ : | + | This option allows to quickly select and add the PAX to the flight. |
- | Click **Text** tab if you want to add pax details manually. Pax number in this section needs to be changed manually. | + | Click on the **PICK FROM LIST** option |
- | 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**: | + | 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 ==== |
- | As you can see from the screenshot, depending on the format inserted, PAX Manifest document will be filled in fully or partially. | + | [{{ : |
- | ---- | + | It is also possible to assign PAX to the flight, by **scanning the Passport/ |
- | ===== Import PAX ===== | + | |
+ | 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 === | === Import from Excel file === | ||
Line 73: | Line 115: | ||
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. | ||
+ | < | ||
---- | ---- | ||
Line 112: | Line 154: | ||
===== 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**. | ||
Line 125: | Line 167: | ||
- 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' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ---- | ||