Understanding Titles and Filenames

Understanding Titles

Titles are assigned by the creator and accurately describe the subject matter of the document. Expect this to be a publicly visible label read before opening; it should be clear and easily understood.

Titles for PDFs should be in title case (ie. BCLC Annual Report 2016)
Spaces are allowed (unlike File names)

Tips for naming reports:

When assigning a Title to a report, the report title on the PDF cover (generally on the 1st or 2nd page in large letters) can usually be followed (ie. Response Plan to GPEB MNP Report)

Exceptions:

If there are many reports with the same name because they are released throughout the years, include the month or year
ie. Mandate Letter can be changed to “Mandate Letter – 2016/2017”

If using the title on the PDF cover would not make sense or not be descriptive enough, feel free to alter as necessary
ie. Media Relations can be changed to “Media Relations Policy“ if we know it’s a policy document
Use your discretion to create a new title if the title in the report PDF does not make sense. Try to be consistent (check if there are other similar reports already named), concise, and descriptive.

Keep titles of the same report type. For example, if annual reports are in a specific format, continue with the existing format when adding more annual reports.

Commonly Used Public Facing Report Titles by Type and Category

Category	Report Type	Example Title
Accountability Reports	Audit Reports	BCLC Internal Audit Reports FY 2019-20 Q1
	Statements of Financial Information	BCLC FIA Report 2019
	Board Agenda and Minutes	BCLC Board Agenda and Minutes FY 2018-19 Q3
	General Rule of Thumb	<Subject of Report> <Year or Fiscal year> <Quarter, if applicable>

Annual Reports	Service Plans	Service Plan 2020/21 – 2022/23
	Mandate Letters	Mandate Letter 2020/21
	Annual Reports	Annual Report 2018/19
	General Rule of Thumb	<Subject of Report> <Year or Fiscal year>

Anti-Money Laundering Reviews and Audits	Bi-Annual AML Audits	Bi-Annual 2015 AML Audit by EY
	Action Plan Responses	BCLC Action Plan Response to 2015 AML Audit by EY
	General Rule of Thumb	<Subject of Report> or <Cadence> <Year> <Subject of Report>
Community Impact Reports	By Region
	General Rule of Thumb	<Community Impact Report> <Year or Fiscal Year> - <Region>

Corporate Citizenship	Social Responsibility Reports	Social Responsibility Report 2015 – Appendix 4
	Carbon Neutral Action Reports	Carbon Neutral Action Report 2016
	General Rule of Thumb	<Subject of Report> <Year> - <Appendix Information, if applicable>

Expenses and Compensation	Travel Expenses	CEO Travel Expenses FY 2018-19 Q4
	Compensation Reports	Executive Compensation Report 2016/17
	Commissions Reports	Service Provider Commissions Report 2014/15
	General Rule of Thumb	<Subject of Report> <Year or Fiscal year> <Quarter, if travel expense>

FOI Responses	Freedom Of Information Request Summaries	FOI Requests FY 2018/19
	Freedom Of Information Records	Freedom Of Information Record 19-008
	Freedom Of Information Response Letters	Freedom Of Information Letter 19-008
	General Rule of Thumb	Freedom of Information <Type of Content> <Last Two Digits of Year> - <Request Number, if applicable>

Policies and Procedures	Policies	Records Management Policy
	General Rule of Thumb	<Subject of Report> Policy

Responsible and Problem Gambling	VSE Statistics	VSE Statistics Q3 2013/14
	VSE Program Longitudinal Studies	Voluntary Self-Exclusion Program: Perceptions and Experiences of a Sample of Program Participants - 2011
	General Rule of Thumb	<Subject of Report> <Quarter, if applicable> - <Year>

Understanding Filenames

Filenames are created when saving the file. This is generally a more concise version of the title and in some cases can be the same as the title.

Filenames should not contain spaces or special characters (!@#$%^&*)

Next: Creating a PDF

Understanding Titles and Filenames