File sharing

What this area is for

Share work files while keeping access and ownership clear.

Set it up with the real workflow in mind

Configure file sharing around the team’s actual operating process. Define who owns the record, who can correct it, and which managers need access before adding more visibility.

• Confirm the responsible owner.
• Use the minimum visibility needed.
• Check related records before acting.
• Document corrections and decisions.

Review the right context

When using file sharing, compare the record with schedules, roles, projects, approved exceptions, and nearby activity where that context is relevant.

Keep the workflow explainable

Employees and managers should be able to understand what a record means, how it is created, and what to do when it is incomplete or incorrect.

Recommended review habit

Use a consistent review cadence and document corrections instead of relying on memory or one-off interpretation.