Overview
This article documents the standard information required to process an access request for the scheduling system.
When to use
Use this article when an employee has moved to a new role, started recently, or needs expanded permissions for route planning work.
Required request details
employee full name
department or business area
manager name
requested system name
access needed
business reason
required-by date
Help Desk steps
Confirm the contact record matches the employee by email.
Verify department and manager information.
Confirm the request includes a business reason and the requested access level.
Route the case to the appropriate application owner or assignment group if approval is needed.
Update the case stage to In Progress once the request is being worked.
If additional details are missing, move the case to Waiting for Client Information and request the missing data.
Escalate when
manager approval is missing
the requested role is unclear
a license or security role change is required
the employee cannot wait for standard turnaround because of a same-day business need
Resolution note
When access is granted, document the role assigned and notify the requestor that access has been completed.