Guides

Procedures written as plain text and published as flowcharts you can walk through step by step. Each guide lists every step and decision on one page.

• Account lockout and password reset: a secure help desk process

  For help desks and staff: handle a lockout, forgotten password or lost MFA device, verify identity safely and spot account takeover.

• BANT lead qualification: qualify an inbound B2B lead

  For B2B reps qualifying inbound leads: check ICP fit, need, authority, budget and timeline, then hand off, nurture, route to a partner or self-serve, or drop.

• Choosing a chart type: which chart fits your data?

  Choose a chart from what you want to show: comparison, time, part-to-whole, distribution, relationship, map or flow. Ends at a named chart and its rule.

• Computer won't turn on: troubleshooting steps and when to stop

  For desktop and laptop owners with no power or no picture: find the cause, try safe resets, and know when to stop and get it repaired.

• Contract formation issue tree: is there an enforceable contract?

  US contracts issue tree for law students: UCC or common law, offer, acceptance, consideration or promissory estoppel, and defenses, to a conclusion.

• Customer complaint handling process: receive, resolve, learn

  For support teams: acknowledge, log and classify a customer complaint, handle safety and legal threats, investigate, resolve, close and track trends.

• Employee offboarding process: resignation or termination to last day

  US offboarding steps for managers and HR: confirm the exit type, final pay by state, COBRA notice, benefits, equipment return and access removal.

• Expense reimbursement policy: accountable plan rules for claims

  For US employees and approvers: check an expense claim against IRS accountable plan rules on business purpose, receipts, 60 and 120 day deadlines.

• FMLA eligibility: does federal leave protect this absence?

  Check if US federal FMLA covers a leave request: employer size, 12 months, 1,250 hours, 50 employees within 75 miles, and qualifying reasons.

• GDPR breach notification: report to the regulator in 72 hours?

  For UK and EU organisations: decide if a personal data breach must be reported to the ICO or regulator within 72 hours, and to the people affected.

• Hearsay flowchart: FRE 801 to 807 and the Crawford confrontation check

  Run an out-of-court statement through the Federal Rules of Evidence 801 to 807, then the Crawford confrontation check in criminal cases.

• Hiring process flowchart: from open role to signed offer

  Step-by-step hiring process for managers, recruiters and HR: requisition, structured interviews, debrief, FCRA background check and offer.

• Intestacy rules in England and Wales: who inherits without a will?

  For families in England and Wales: find who inherits when someone dies without a will, including the £322,000 spouse share and the order of relatives.

• Inventory count discrepancy: investigate a cycle count variance

  Cycle count variance flowchart: blind recount, cut-off, unit of measure, wrong location, receiving errors and theft, then approve the adjustment.

• Invoice approval with three-way match: PO, receipt and invoice

  Accounts payable flowchart: screen a supplier invoice, three-way match it to the PO and goods receipt, handle variances, approve by limit and pay.

• Is it OSHA recordable? A decision tree for the 300 log

  For US employers: decide if a work injury or illness goes on the OSHA 300 log, and when to report severe cases to OSHA in 8 or 24 hours.

• IT incident severity and escalation: SEV1 to SEV4 flowchart

  For service desks and on-call staff: decide if it's an incident, set SEV1 to SEV4 from impact and urgency, then escalate, update and review.

• Maintenance work order priority: emergency, urgent or routine?

  For staff, tenants and facilities teams: triage a building problem as emergency, urgent or routine, contact the right people, and log the work order.

• New hire onboarding process: offer to day 90 (US)

  US new hire onboarding from signed offer to day 90: Form I-9 deadlines, W-4, 20-day new hire reporting, accounts, first week and 30/60/90 check-ins.

• No internet? Troubleshooting steps from device to router to ISP

  For home and small office users with no internet: find out if it's the device, Wi-Fi, router or provider, then fix it or call your ISP.

• Nonconformance process flow chart: NCR, disposition and CAPA

  For manufacturing and lab teams: contain nonconforming product, raise an NCR, choose a disposition, and decide when CAPA and root cause analysis are needed.

• Order fulfillment process: from paid order to delivered

  Order fulfillment flowchart for small online and wholesale sellers: fraud holds, stock-outs, FTC delay notices, packing checks and carrier claims.

• Phishing email response: what to do if you get or click one

  For employees who get a suspicious email: what to check, how to report it, and what to do right away if you clicked, typed a password or paid.

• Printer not printing: troubleshooting steps for Windows and Mac

  For Windows and Mac users whose printer won't print: check the printer, the connection and the print queue, then reinstall or call IT.

• Progressive discipline process: steps for managers

  For managers handling a performance or conduct problem: misconduct and retaliation checks, coaching, warnings, PIP, final warning and termination review.

• Purchase requisition process: from need to purchase order

  Purchase requisition flowchart: catalog check, budget, quote thresholds, sole source justification, approval limits, new vendor setup and PO.

• Refund request handling: what a support agent should do

  For support agents: handle a refund request by order status and reason, check return window, chargebacks, partial refunds and supervisor limits.

• Support ticket escalation process: tier 1 to tier 2, engineering and incidents

  For help desk agents: classify a ticket, set priority by impact and urgency, and know when to escalate to tier 2, engineering or a major incident.

• UK VAT registration: do you need to register, and from when?

  For UK businesses and overseas sellers: check the £90,000 VAT threshold, the 12-month and 30-day tests, deadlines, exceptions and voluntary registration.

• Which database should I use? A decision tree for your app

  Choose a database for a new app: SQLite, PostgreSQL or MySQL, a document store, Redis, graph, time-series, search or vector store, or Postgres plus extension.

• Which statistical test should I use? Flowchart from goal to test

  Pick a statistical test from your goal, outcome type, groups, pairing and normality: t-tests, ANOVA, rank tests, chi-square, correlation, regression.