Inconsistent Record Filenames

Inconsistent Record Filenames in Adobe Acrobat — with a ready prompt for the moment it comes up. 1 real situation leads here.

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The moments that lead here

If one of these is your afternoon, you are in the right place.

I've been the team's de facto keeper of record rules; we still get tripped up by inconsistent filenames and duplicate files during audits.

1 ready prompt

Written for the moment this actually comes up.

Become — change the pattern

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Across the last [N=40] closed complaints, auditors lost time because there were three different…
Across the last [N=40] closed complaints, auditors lost time because there were three different 'final' versions in three places and no clear naming convention. Propose a retention and naming rule set that prevents duplicate authoritative records, keeps customer-facing and internal drafts distinct, and is simple enough for a ten-person CS team to adopt. Explain the trade-offs and the one enforcement check I should add to our weekly QA.

Who does this, and with what

The same task is different work inside a different job.

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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