This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
leon:pax [2020/11/25 10:03] bartek [Text] |
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 {{: | ||
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 ===== | ||
- | [{{ : | + | [{{ : |
[{{ : | [{{ : | ||
Line 26: | Line 24: | ||
In Leon all Pax data can be stored in [[leon: | In Leon all Pax data can be stored in [[leon: | ||
- | 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 ' | + | 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. | ||
+ | |||
__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 | + | -------- |
+ | ==== Adding PAX to the flights in the ' | ||
+ | [{{ : | ||
+ | PAX can be added to the flight in **the following ways**: | ||
- | To add a new Travel document 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' | ||
+ | * ' | ||
- | **Expiry date is not required for the ' | + | Options to add PAX to the flights are explained below. |
+ | ----- | ||
+ | ==== Adding PAX from Phonebook ==== | ||
+ | [{{ : | ||
- | You can also add a scan of a Travel document and mark which one should be a **Default** Travel document. It is possible | + | If the PAX are already in the database (Phonebook), |
- | 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 ' | + | Simply pick the name from the list and save changes. |
- | It is possible | + | If you type a new PAX name/ |
- | {{: | + | Click it (or press Enter key) to have a window displayed where you can add all PAX details (apart from name/ |
+ | -------- | ||
- | If a new passenger should be assigned to a certain **Company** you can do it by typing | + | ==== Picking PAX from the contact list ==== |
- | If a passenger | + | It is now possible to select |
- | {{: | + | This option allows to quickly select and add the PAX to the flight. |
- | 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 | + | Click on the **PICK FROM LIST** option |
- | 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. | + | === ' |
+ | 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 | ||
+ | * {{: | ||
- | ===== Text ===== | + | ------------- |
+ | ==== Assigning PAX to the flight by scanning Passport or a National ID ==== | ||
- | [{{ : | + | [{{ : |
- | Click **Text** tab if you want to add pax details manually. Pax number in this section needs to be changed manually. | + | It is also possible to assign PAX to the flight, by **scanning the Passport/ |
- | To generate pax data in the document | + | In the tab PAX, click on **ADD PAX LIST** option > **TRAVEL DOCUMENTS** and select a scan of the passenger' |
- | - Number, Title, Surname Firstname, Date of birth, Passport number, Passport expiry date, Nationality | + | Once the scan has been uploaded, Leon will show a new window with the scan attached as well as the person' |
- | - Number, Title, Surname Firstname, Date of birth (dd-mm-yyyy) | + | |
- | **Example**: | + | To add passenger' |
- | 1, Mr, Smith John, 06-03-1978, ABC123456, 13-12-2020, UK | + | {{: |
- | 2, Ms, Smith Jessica, 03-06-2001 | + | Once added to the flight, the person will automatically be added to the Phonebook upon saving changes. |
- | 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 PAX ==== |
=== Import from Excel file === | === Import from Excel file === | ||
Line 85: | 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 ' | ||
Line 139: | Line 169: | ||
- Travel document number | - Travel document number | ||
- Travel document' | - Travel document' | ||
+ | |||
+ | 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. | ||
---- | ---- |