Purpose
Defines how final Passionate Vacations files should be named, stored, and connected to PV HQ.
Current Standard
Final files should be stored in the correct business location, named clearly, and added to the Asset Index or related Business Operating Manual entry. Final files should not remain only in downloads, temporary folders, restored folders, screenshots, chats, or unsorted Google Drive locations.
Procedure / Steps
Nothing recorded yet.
Key Decisions
When a document, form, checklist, graphic, client asset, policy, or template is finalized, it should be saved with a clear file name and connected to the relevant entry in PV HQ. If a file is not final, it should be marked as draft, needs review, or archived.
Related Assets
- • Asset Index
- • final client document set
- • Google Drive folders
- • restored document folders
Related SOPs
- • Asset Index Process
- • Document Review SOP
Related Forms / Templates / Checklists
- • Asset Index Template
- • Final File Checklist
Related Prompts
- • File naming prompt
- • document storage prompt
- • asset indexing prompt
Tags
sopfilesstorageasset-indexdocumentsorganization
Notes
This SOP exists because restored and duplicated files can quickly become confusing if not indexed.