NIMARA SHARED DRIVE SAME DAY TOOLKIT
v2.0 | 3 October 2026
1. Read the four-page Start Here.pdf.
2. Open Same Day Tracker.xlsx and name the owner and reviewer. Yellow cells are editable.
3. Choose ten authorized low-risk working files, or use Practice/00 Intake.
4. Create the folder map in the guide; agree Filing Rules.docx.
5. File routine items, assign review, preserve excluded records at restricted source. Verify before marking Filed.
6. Ask a second person to find two correct files and record before/after results.
Optional AI Helper.txt is optional. No automation or accounts are connected.
Practise on copies of supplied samples; keep their originals. Record original paths before changes to real files. Confirm owner, status, privacy and approved copy. Do not widen access.
The tracker covers ten rows. Use a fresh copy for the next ten files. Example tab never feeds real counts. The 90 minutes is a suggested session plan, not a guaranteed outcome.
You may adapt these templates for your organization's internal use. Keep fictional labels on sample files.
