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leon:pax [2019/11/22 10:23]
bartek [Database]
leon:pax [2020/09/11 14:12] (current)
rafal [Database]
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 ====== PAX ====== ====== PAX ======
  
-[{{ :​leon:​schedule:​PAX from database.png?​200|Adding PAX from database into Leon}}]+[{{ :​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, ​passports ​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, ​Travel document ​or preferences. Mark a checkbox **FERRY** if no PAX should be added to the trip.
  
 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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 ===== Database ===== ===== Database =====
  
-[{{ :leon:updates:pax edit.jpg?200|Adding a new passenger to Leon}}]+[{{ :leon:schedule:PAX NAT ID.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. ​+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 a passenger has more than 1 passport you can select which one should be used as default (in PAX profile mark a checkbox '​Default'​),​ but it is also possible to select a **different passport for departure & arrival** - when adding PAX, click **+** icon and select appropriate passport.+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 '​Default'​),​ but 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.
 __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__.
  
-<​box>​Selected ​passports ​will appear on **PAX Tripsheet** document (as long as in Documents Manager it is properly set up) and on **Handling Requests** sheet.</​box>​+<​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 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 dislikes) will appear on Trip Sheet document.+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.
  
-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 - Leon will show a caution (PAX number in yellow) and if you hover the mouse over PAX number Leon will show an information:'​At least one of PAX passport missing'​. Double-click on PAX number to select an appropriate passport for the passenger.+To add a new Travel document ​click a green icon and fill in fields with details. ​
  
-If a new passenger should be assigned to a certain ​**Company** you can do it by typing a 1st letter of a company name.+**Expiry date is not required for the '​National ID'.**
  
-{{:leon:updates:pax passport - default.jpg?|}}+You can also add a scan of a Travel document and mark which one should be a **Default** Travel document. It is possible to upload **multiple scans/​files** to crew Travel document section. 
 + 
 +To remove a scan of the Travel document, click on the link indicating the number of files uploaded in the Travel document section of User edit and untick unneeded files. Press the '​SAVE'​ button to save changes. 
 + 
 +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. 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.
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 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). ​ 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:​PAX imported.png|}}+{{:​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. 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>​
 ---- ----
  
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 ===== 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**. ​
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   - Nationality ​   - Nationality ​
   - DoB   - DoB
-  - Passport or ID number  +  - Travel document ​number  
-  - Passport's expiry date+  - Travel document's expiry date
  
  
  
leon/pax.1574418213.txt.gz · Last modified: 2019/11/22 10:23 by bartek