Metadata Makes Records Findable and Trustworthy
Apply a minimum metadata set to an administrative record.
A final board budget PDF is present, but its status, owner, and approval path are unclear. Minimum viable metadata: business process, accountable owner, date, status, sensitivity, retention category, and source approval. The common shortcut is relying on a filename like Final_v3. Filenames help humans scan, but they do not prove authority, sensitivity, retention, or current status. Identify the record action Classify it as an approved board budget pack, not just a presentation file. The business action tells you the record series and retention path. Attach accountability Set owner to Corporate Secretary and approver to CFO with the approval date. Accountability…
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