rpa-bot-handoff: one short Handover SOP (max 4 pages) instead of the 11-section guide
The first real handover (MEK Charge Reconciliation) came out at 9 pages. Ops want it short: which URL to open and what to click, what shows where after the click, what to do when an exception comes, and how to email us. - Output is "<Project Name> Handover SOP" (HANDOVER-SOP.md + .docx) with 5 sections: how to run, what you see while it runs, result, when something goes wrong, email us. HANDOVER-DEV.md is dropped; dev-team findings go in the chat. - At most ~1,400 words; to_docx.py prints the word count and flags overflow, and renders *italic* for the variable parts of messages. - Every quoted message, label and URL is checked against the code. The SOP must say what clicking Run again does to the data. - One scan subagent; failure classes stay as a scan checklist. - Tebra reference rewritten in the SOP format; test, README, glossary updated; ADR-0005 supersedes ADR-0004. The handoff eval runner (tests/evals/run_handoff_eval.py) still grades an older 13-section format and was already out of date; not touched here. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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# The handover is an ops guide in the operator's order, with dev notes kept apart
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Superseded by ADR-0005.
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`rpa-bot-handoff` writes two files:
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- `HANDOVER.md` is for the operator who runs the bot and does not read code. Its 11 sections follow the operator's own questions, in the order they ask them: where is what, how do I run it, how long do I wait, how do I read the result and the report, how do I see an exception, how will I know, how do I tell the dev team, what must I not do, what happened before.
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- `HANDOVER-DEV.md` is for developers. It holds the failure-class check and the gaps to fix before handover, with file:line.
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# The handover is one short SOP, at most 4 pages
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Supersedes ADR-0004.
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`rpa-bot-handoff` now writes one document: `<Project Name> Handover SOP` (`HANDOVER-SOP.md` and a Word copy), at most 4 pages (about 1,400 words). It has 5 sections in the operator's order: how to run (URL, what to click), what you see while it runs, result, when something goes wrong, email us. The dev notes file is gone; problems the scan finds for the dev team are listed in the chat.
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**Why:** the first real handover with ADR-0004's format (MEK Charge Reconciliation, Oct 2026) came out at 9 pages: 11 sections, 19 exception rows, plus a separate dev file. The user said ops need it short: first which URL to open and what to click, then what shows where after the click, then what to do when an exception comes and how to email the dev team, and nothing else. A long guide is not read, so its accuracy doesn't help.
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**Accuracy instead of length:** every quoted message, label and URL is checked against the code before handover, and messages the code builds from parts show those parts in italics. The SOP must say what clicking Run again does to the data (fresh run on current data, previous results deleted or kept).
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**Kept from ADR-0004:** the operator's words only, every wait is a number from the code, misleading statuses are called out where they show, the bot is never run, and the 12 failure classes are still checked during the scan so no problem type is missed.
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