CONTROLLED FILE TRANSFER · Workflow idea
Prepare a file transfer with its source, intended destination, and business purpose clearly visible. An authorized person checks those details before the file is moved and confirms the result afterward.
01 / The starting point
A request identifying a file, its source, and an intended destination
“Verify the requested file and destination, obtain approval from an authorized person, and report whether the transfer completed.”
02 / The work
Organizes file transfers so a team can confirm what is being moved, where it is going, and whether the result arrived as expected.
Confirm the file name, business purpose, and approved source so a similarly named item is not moved by mistake.
Have the owner verify that the contents are current and appropriate for the intended destination.
Confirm the receiving location and that its intended users are allowed to view the file.
Show the file, source, destination, and purpose to an authorized reviewer and wait for explicit approval.
Check that the approved file arrived at the intended location and report any failure or mismatch.
Keep the transfer decision and outcome available to the responsible team without creating unnecessary copies.
03 / The result
The approved file placed at the verified destination, or a clear hold when its identity, access, or destination needs review.
Reviews & approvals · Example outcome
The approved file placed at the verified destination, or a clear hold when its identity, access, or destination needs review.
Moving a file can expose sensitive information or change a shared location. Verify the file, destination, and access permissions, and require approval before transferring it.
04 / Make it yours
A few choices shape the work around your team.
List the locations this process may use and who is responsible for each one.
Decide how file identity, sensitivity, intended audience, and destination permissions are checked.
Name who may approve a transfer and who handles access questions or an unexpected result.
Check an approved file, an unavailable source, and a destination with uncertain access before using the process.