File Naming Standard Guide
Use this Microsoft Word guide to apply consistent, sortable, and version-controlled file names to chapter records and working documents. Follow the approved naming patterns, version conventions, date formats, and exception-review process before submitting or storing a document.
Officer Records Transfer Checklist
Use this officer-restricted Microsoft Word checklist to document the orderly transfer of official records, physical property, digital files, custody responsibilities, open actions, repositories, and required follow-up between outgoing and incoming officers.
Document Removal or Archive Request Form
Use this officer-restricted Microsoft Word form to request, review, approve, document, and verify the replacement, restriction, removal, preservation, or archival transfer of a chapter document or portal item.
Document Review Checklist
Use this officer-restricted Microsoft Word checklist to perform a repeatable review of document accuracy, authority, completeness, privacy, accessibility, formatting, file naming, records controls, approvals, and readiness for use, posting, or distribution.
Chapter Document Inventory
Use this officer-restricted Microsoft Word inventory to maintain an authoritative register of active, archived, superseded, restricted, and public chapter documents, including ownership, location, file name, version, access, review date, status, and required follow-up.
Meeting Minutes Approval Log
Use this officer-restricted Microsoft Word log to track the drafting, review, correction, approval, publication, replacement, access classification, version control, and archival status of chapter, executive, committee, or specially called meeting minutes.
Records Retention Log
Use this officer-restricted Microsoft Word log to track official record series, owners, locations, access classifications, review dates, provisional retention periods, archival transfers, approved disposition decisions, and evidence of destruction or preservation.
Document Posting Approval Checklist
Use this officer-restricted Microsoft Word checklist to verify that a document is accurate, complete, approved, accessible, properly named, correctly classified, appropriately restricted, safe to publish, and ready for placement or replacement in the member portal or public website.
Document Submission Form
Use this officer-restricted Microsoft Word form to submit a chapter document for controlled review, approval, posting, replacement, distribution, retention, or archival placement. Identify the document owner, intended audience, sensitivity, proposed access, file name, version, posting location, and required approval routing.