Outsourced Philippines guide
Philippines virtual assistant source-document index guide
Build a usable source-document index with provenance, ownership, review dates, and safe handling of uncertain files.
A source-document index gives a virtual assistant a safe way to find evidence without inventing authority for an uncertain or conflicting file.
Record provenance
Define required fields, authoritative locations, file status, owner, date, and link before indexing. Preserve the supplied title and note when the source is incomplete or conflicting.
The assistant can index, link, and flag possible duplicates. The document owner decides authority, retention, access, deletion, and any interpretation of the content.
Questions to settle
- Which location is authoritative?
- What status does the file have?
- Who decides retention or deletion?
Hold uncertain matches
Sample index entries against their files and record corrections as traceable changes. Keep uncertain matches in review instead of renaming them into apparent certainty.
Questions to settle
- What makes a possible duplicate?
- Which correction is traceable?
- Who resolves conflicting sources?
Sources and next steps
Use the operations support work lane as a practical starting point, then review the onboarding checklist before expanding the role.