Establish the applicable rule and boundary
Determine who is asking for what in which context.
- Identify person, region, and organization — Match worker type, entity, and management scope.
- Locate current policy — Verify version, effective date, owner, and exception path.
- Classify request and risk — Separate questions, requests, approvals, and high-impact decisions.
- Explain the path — List required material, responsible teams, and expected steps.