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Develop office-wide retention and naming rules for client files so audits and continuity between counselors are reliable.
1 ready prompt
Written for the moment this actually comes up.
Improve — make it easier to accept
+Draft retention and naming rules that survive an audit — define retention periods by document type,…
Improve — make it easier to accept
+Draft retention and naming rules that survive an audit — define retention periods by document type, add mandatory file name format examples for new clients and closed cases, include a bates-style numbering approach, and circulate the guideline PDF to counselors and records for feedback before finalizing.
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Who does this, and with what
The same task is different work inside a different job.
Rehabilitation CounselorAdobe Acrobat ProSharePointalso: Standardize File Namingalso: Set Office-wide Policies
Next to this one
Other record work people do in Adobe Acrobat.
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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