
Labeling & Metadata SOP for Sensitivity and Retention
N.B. If historical crisis data are unavailable, articulate expert-judgment overlays and justify them. Align definitions with internal risk taxonomy.
📄 Prompt Template
Develop a step-by-step SOP for labeling and metadata tagging using [ProductivitySuite] and [LabelingTool]. Define how [DocumentTypes] acquire default and manual labels, mandatory metadata (owner, business unit, retention, legal hold), and how errors are corrected. Show integration points to [RetentionPolicy] and record declaration criteria.
Output format:
“SOP Steps” (numbered, each ≤2 sentences).
“Field Mapping” (Markdown table: Field | Source | Required? | Validation | Example).
“User Prompts & Error States” (bullets with exact UI text).
“Non-Functional Requirements” (performance, availability, auditability).
Include guardrails for bulk uploads, email attachments, and scanned/PDF content, with accessibility considerations.