Your Work Experience supervisor has just asked you to email over last Monday's stocktake. You open your cloud drive and find 47 files named things like stocktake.xlsx, stocktake (1).xlsx, stocktake_final_FINAL.xlsx. Which one is it? Today you'll learn the folder structure and naming convention that stops this ever happening to you, so your Project Portfolio stays ready for an assessor, a supervisor, or future-you to open any time.
Think about the most recent screenshot or downloaded file on your phone. What's its filename? Odds are it's something like IMG_5827.JPG or Screenshot_20251110_141529.png. Could you find that exact file in six months if you needed it for a Work Experience report or a Key Assignment submission? No need to write anything, just hold the question in your head.
Four ideas carry the rest of the lesson. Read the table, then look at the sample naming pattern below it before you start the step-by-step.
| Concept | Why it matters | Example |
|---|---|---|
| Folder hierarchy — nested folders that group related files together | A flat folder with 80 loose files buries what you need; a tidy hierarchy finds it in one click | Your {{code:Digital_Portfolio}} holds numbered sub-folders, one for each Key Assignment: {{code:01_}}, {{code:02_}}, {{code:03_}}, and so on |
| Date-topic-version naming — the rule {{code:YYYY-MM-DD_topic_vN}} | Files sort automatically in date order, and {{code:v2}} beats {{code:final_FINAL_actuallyfinal}} every time | {{code:2025-11-10_centra_stocktake_v2}} sorts above {{code:2025-11-09_delivery_note_v1}} without any manual work |
| File extension — the three or four letters after the dot that tell the computer what kind of file it is | If you accidentally delete the extension while renaming, the file may refuse to open | {{code:report.docx}} opens in Word; {{code:report}} on its own opens nowhere |
| Rename vs Move — renaming changes the label; moving changes the location | Tidying is mostly renaming, with some moving. Confuse them and files end up somewhere you can't find | — |
Every filename you create in this course should follow this shape. Read each part left to right:
2025-11-10 — the date in year-month-day order (four-digit year, two-digit month, two-digit day, separated by dashes)_centra_stocktake — the topic, in lowercase, with underscores instead of spaces_v1 — the version, starting at {{code:v1}}. If you edit the file and keep a copy of the old version, the new copy becomes {{code:v2}}Full example: {{code:2025-11-10_centra_stocktake_v1}}. The extension (.xlsx, .docx, .pdf) is added automatically by the app when you save, so you never type it yourself.
You'll tidy a small sample folder that mimics a week of Centra Work Experience files. Create the practice folder, add three blank documents with careless default names, rename each using the date-topic-version convention, sort them into two sub-folders, and finish by capturing and uploading a screenshot of the tidy layout.
If something in the step-by-step didn't behave the way the instructions said, check this table before asking for help.
| Issue | Solution |
|---|---|
| The {{btn:Rename}} option is greyed out or missing from the right-click menu | The file is probably open in another browser tab. Close any tab showing that document, then right-click the file again. |
| I renamed the file and now it won't open | You likely typed the extension (e.g. {{code:.docx}}) into the name box, so the file ended up called {{code:2025-11-10_stocktake_v1.docx.docx}} or similar. Rename it again and leave the extension off, the app handles it. |
| I moved a file and now I can't find it | Use the search bar at the top of OneDrive or Google Drive, type part of the filename. When the file appears, right-click and choose {{btn:Show file location}} (OneDrive) or {{btn:Show file location}} (Google Drive) to jump to the correct folder. |
| Drag-to-move drops the file into the wrong folder | Use right-click instead of dragging. OneDrive: {{btn:Move to}}. Google Drive: {{btn:Organise}} then {{btn:Move}}. The panel lets you pick the exact destination without misfires. |
| I took the screenshot on Windows but can't find a file to upload | {{kbd:Win+Shift+S}} captures to the clipboard first. Click the thumbnail notification that pops up in the bottom-right corner to open Snipping Tool, then press {{kbd:Ctrl+S}} to save the image as a file before uploading. |