TAP TAP GO
Organise around questions
Use headings that match a review process: organisation, product, operations, commercial evidence and supporting records. Within each section, describe each document in one sentence and state the period covered. Avoid unexplained internal abbreviations. Readers should understand the purpose of a file before opening it. Include a missing-items list so an empty folder is not mistaken for a complete response.
Show status and ownership
An index works best when it carries an owner, last review date and status for each item. Distinguish approved, draft, superseded and awaiting confirmation. Keep a separate route for asking questions about inconsistencies. A catalogue with five reliable documents is more useful than fifty unidentified uploads. Before an important meeting, ask someone outside the preparation team to locate three named answers using only the index; revise the structure wherever they hesitate.
Put the guide to work
Put a brief reading guide at the top of the index. Explain which section answers each major review question and how to submit a clarification. This small addition helps a new reviewer navigate independently and reduces requests caused by poor organisation rather than genuinely missing information.
Hypothetical example
An operations team uploads twenty monthly reports with inconsistent names. It replaces the filename list with an index showing reporting month, responsible manager and whether the report is final. A reviewer can now compare adjacent periods without guessing which spreadsheet is current.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
