Outsourced Service field note
A Document Naming Convention for Delegated Work
Predictable filenames help an assistant save drafts, approved copies, and source material where teammates can find them.
Published - 7 minute read
The short version
Choose fields that answer retrieval questions: project, purpose, relevant date, and status. Avoid codes that require a decoder.
Show examples for a draft, approved file, and archived item. State who may mark a document approved and where obsolete copies go.
Ask someone who did not create the file to find it. If search depends on insider knowledge, simplify the convention.
What to prepare
- Examples of finished work and approved replies
- Tool permissions and access limits
- The daily output you expect
- Escalation rules for sensitive decisions
Questions for a Philippines staffing provider
- Who screens the candidate?
- Who checks quality after the start date?
- What happens if the fit is wrong?
- How are passwords and customer data handled?