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PLAN SET / 01IMPLEMENTATION DATA STAYS WITH YOUREVIEW / 2026.07
CLOUD GUIDE / REVIEWED JULY 22, 2026

Intended outcome: A controlled cloud-file structure and migration sequence.

Move shared files to the cloud with ownership and recovery visible

Define authoritative folders, roles, retention, migration checks, sharing rules, and fallback before moving the full file set.

IMPLEMENTATION SEQUENCE

Work through the change in order

  1. 01

    Classify the file groups and name their owners.

  2. 02

    Design the target folder and permission model.

  3. 03

    Clean duplicates, abandoned material, and unsafe public links.

  4. 04

    Migrate a representative sample and compare it.

  5. 05

    Pilot daily work, recovery, sharing, and offboarding before full cutover.

ACCEPTANCE

Save evidence for these checks

  • Authoritative locations are unambiguous.
  • External sharing and recovery were tested.
  • Permissions match named roles.
STOP CONDITIONS

Hold the rollout when a boundary breaks

  • Unowned folders
  • Public links without review
  • No export or restoration path