The moments that lead here
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audit next week and I haven't set retention rules for last year's permits
1 ready prompt
Written for the moment this actually comes up.
Decide — diagnose the stuck moment
+Finance announced an audit and I discovered our permits and contracts from last year are scattered.…
Decide — diagnose the stuck moment
+Finance announced an audit and I discovered our permits and contracts from last year are scattered. I need to set retention and folder rules now so completed contracts and permits are archived and discoverable. I am cautious about over‑restricting access. Recommend the minimal retention rules and folder structure that satisfy auditors but keep project teams able to work, list any metadata fields I must capture, and give the short instruction I can send to the office to implement it. [ladder=L4]
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Architectural Project ManagerAdobe Acrobat
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