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Workflows

Processes for creating, reviewing, and maintaining documentation in this system.


Document Lifecycle

1. Draft

  • Create new documents in _drafts/
  • Use appropriate template from 00_meta/templates/
  • Add frontmatter with status: draft

2. Review

  • Move from _drafts/ to appropriate domain folder
  • Update frontmatter with creation date
  • Add to domain index if significant

3. Maintenance

  • Update updated: date in frontmatter when changed
  • Keep documents current and accurate
  • Archive outdated documents to 90_records/ if historical value

4. Archive

  • Move completed/historical documents to 90_records/
  • Never edit documents in 90_records/ — they're immutable
  • Update status to archived in frontmatter

When to Create New Documents

Create new documents for: - Major decisions or strategic changes - New vendor/supplier relationships - Financial records (monthly/quarterly) - Legal agreements or entity changes - Hiring or compensation changes - Significant operational changes

Update existing documents for: - Minor updates to ongoing situations - Contact information changes - Status updates on active projects


Confidentiality Handling

This entire repository is owner-only. If information needs to be shared with employees: - Create version in org wiki (knowledge-base repo) - Remove confidential details - Link between repos if needed


AI Ingestion Notes

Documents in this repo are indexed by AI systems. Structure supports: - Domain-based context from file paths - Frontmatter metadata for filtering - Full-text content indexing - Relationship mapping between documents