Keep IT project folders created and linked to records

IT staff lose linked project storage when records arrive manually. Standardized 11_Plans folders created from incoming records give project and ops teams immediate linked access.

Overview

Manual folder creation leaves projects without linked storage, stalling handoffs and risking misfiled assets. This workflow lets IT provision a standardized 11_Plans structure from incoming records and push links back to the source, so project and ops teams get immediate access and handoffs speed up.

Notable Features

Create standardized 11_Plans folders
Link new folders to record
Post folder links back to source