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Status: 2022-12-15, drafted by Paul Macey.

There are many ways to share files. The following “Best Practices” (by purpose) or “Best Uses” (by tool) are intended to simplify how we share files for SON business, including administration and faculty service. SON business does not include research collaborations.

Note: the R drive is expecteed Jan 2023.

Best Uses (file sharing)

Organized by tool

Box: working documents and sensitive documents

  • Working documents that are being edited by teams

  • Sensitive data – like course evals, personnel action dossiers

  • Folders owned by individual, not SON; not for long-term storage

  • (research) Patient data falling under HIPAA

R drive: archival

  • Documents that will not be edited; ballots, approved minutes

  • Final meeting agendas and materials

  • Owned by SON, not individual

Outlook events: agendas and meeting materials

  • Working documents for people to see just for that event, like agenda and meeting materials

  • Can be updated by event organizer

Email: point-in-time information

  • Files do not need to be archived or referred back to

Google Drive (http://g.ucla.edu ): research

  • Not for SON business

  • Research collaborations that do not need HIPAA security

  • Includes Google Docs - Documents can be edited by several people in real-time

  • Can also be useful for non-shared (personal) files

One Drive: similar to Google Drive

  • For collaboration Google Drive is simpler

  • May be better suited to non-shared (personal) files

Confluence: not used for file sharing

  • Best to refer to files via links to Box or R drive paths

  • Maybe include single example documents

Best Practices (file sharing)

Organized by purpose

Archive (unchanging): R drive

  • Can have public and group-specific access

  • Group membership controlled by IT

Meeting agendas and materials: Outlook event

  • Attach files to Outlook event

    • Example: update agenda in event, instead of emailing revisions

Working documents: Box

  • Shared by individual

Sensitive documents: Box

  • Archival documents can also be on R drive

One-off documents: Email

  • Not intended for long-term storing

Real-time team editing: Google Drive (Docs or Sheets)

 

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