Appendix C — Quick Reference Guide

This section provides quick-access information for common tasks and procedures referenced throughout the handbook.

C.1 Getting Started Checklist

C.2 Common Request Processes

C.2.1 Requesting Access to a Tool

  1. Identify the tool/system needed
  2. Explain business justification to your manager
  3. Submit request via Tools & Access Management process
  4. Allow 2-5 business days for approval and setup
  5. Test access once provisioned

C.2.2 Scheduling a Meeting Across Time Zones

  1. Check all participants’ time zones (see Work Hours & Time Zones)
  2. Aim for overlap during business hours when possible
  3. Send calendar invitation with time zone included

C.2.3 Reporting an Issue or Concern

  1. Document the issue clearly (what, when, where)
  2. Determine appropriate escalation channel
  3. Report to your manager or relevant department
  4. Follow up within 6 hours for status
  5. Refer to Exceptions, Conflicts & Updates for policy questions

C.4 Frequently Used Contacts

Refer to the Contact Directory chapter for:

  • Department heads and teams
  • HR and administrative contacts
  • IT and technical support
  • Compliance and security contacts
  • Emergency contacts