Field notes · Jonathan Malchow Vega

Which version should I trust?

The newest file is not always the authoritative one.

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Illustration accompanying Which version should I trust?

Three files, one question

Imagine opening a shared folder and finding “Policy final,” “Policy final revised,” and “Policy final approved.” One has the newest modification date. Another was attached to the approval email. A third is linked from the staff handbook. Which should a colleague use? The filenames do not resolve the conflict.

Authority needs a record

Choose an authoritative location and record who is responsible for the document, its status, version, and review date. Link to the approval record where appropriate. A later edit should not silently become an approved policy simply because it was saved most recently.

Make old versions understandable

An earlier version may still be needed to explain a past decision. Label its status and relationship to the current document rather than deleting it automatically. A retention decision should consider the organization’s obligations and the purpose of keeping the record.

Start with one collection

Take ten documents that people regularly ask for. Can a new colleague identify which version to use without asking the author? Record the gaps in the cleanup planner. A small, consistent description practice is a useful first step before changing the whole shared drive.

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Short answers

Is the newest file always the right version to use?

No. The newest file is not always the authoritative one, and filenames such as “Policy final” and “Policy final approved” do not resolve the conflict. A later edit should not silently become an approved policy simply because it was saved most recently.

How do you make one version of a document authoritative?

Choose an authoritative location and record who is responsible for the document, its status, version, and review date. Link to the approval record where appropriate.

Should old versions of a document be deleted?

Not automatically. An earlier version may still be needed to explain a past decision, so label its status and relationship to the current document. A retention decision should consider the organization’s obligations and the purpose of keeping the record.

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Related in the DESCRIBED series: What the final document leaves out (Data Exhaust)