VasanthandClaude Opus 5.5
0188de7403
- Section 5 of the SOP now names a real "To" (the developer) and "CC" (the developer's manager, not the operator's), and the email block to copy starts with To: and CC: lines. The skill asks for both addresses. - to_docx.py --pdf also writes the PDF (Word through PowerShell on Windows, LibreOffice elsewhere) and prints the real page count against MAX_PAGES. The PDF is what ops gets. - Tebra reference and README updated; new test for the To/CC lines. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
76 lines
2.6 KiB
Markdown
76 lines
2.6 KiB
Markdown
# {{PROJECT_NAME}} Handover SOP
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Version {{VERSION}} · {{DATE}} · Problems: email {{DEV_EMAIL}}, CC {{MANAGER_EMAIL}} (section 5)
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{{ONE_LINE: what the bot does, from which app or portal, and what it produces}}
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## 1. How to run
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1. {{e.g. Open https://... in Chrome / Open "<app>" from the Desktop.}}
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2. {{e.g. Sign in with the team password.}}
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3. {{e.g. Click "Run".}}
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4. {{e.g. Wait until the status says "Finished" or "Stopped" (section 2).}}
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**Before you click {{RUN_LABEL}}:**
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- {{WHAT A NEW CLICK DOES: e.g. "Every click starts a fresh run on today's data. It deletes the previous run's reports first, so download them before you click."}}
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- {{e.g. "Only one run at a time. A greyed-out button means a run is going."}}
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## 2. What you see while it runs
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| Where on the screen | What it shows |
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|---|---|
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| {{AREA, exact label}} | {{TEXTS IT SHOWS, in order}} |
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**A normal run:**
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1. {{e.g. Both lanes say "Signing in…".}}
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2. {{e.g. Each lane fills: "3 of 10 locations".}}
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3. {{e.g. Status "Finished", last line "Finished. Your reports are ready to download below."}}
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| Step | The bot waits at most | Then |
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|---|---|---|
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| {{STEP}} | {{e.g. 3 min}} | {{e.g. skips that location / stops / retries 3 times}} |
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**Step in only when:** {{e.g. the run has ended, or nothing new has appeared for 10 minutes}}.
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## 3. Result
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- **Good run:** {{HOW IT ENDS ON SCREEN}}
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- **Needs a look:** {{HOW IT ENDS, including any misleading green or "Finished"}}
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**Where:** {{e.g. Reports box → Download. Excel: Summary sheet, Reconciliation sheet, Result column.}}
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| Status | Meaning | What you do |
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|---|---|---|
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| {{STATUS}} | {{ONE LINE}} | {{ACTION or "nothing"}} |
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## 4. When something goes wrong
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**How it shows:** {{e.g. a red or orange dot in the activity list under the Run button; the lane turns red}}.
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| ID | Message you see | What it means | What you do |
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|---|---|---|---|
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| E01 | {{EXACT MESSAGE}} | {{ONE LINE}} | {{STEPS. "Email us" when ops can't fix it}} |
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**Don't:**
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- {{DON'T + short reason}}
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**To stop it:** {{THE ONE RIGHT WAY}}
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## 5. Email us
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Email **{{DEV_EMAIL}}** with **{{MANAGER_NAME}}** ({{MANAGER_EMAIL}}) in CC when section 4 says "email us", or when the same error comes back after one re-run. Answer: {{RESPONSE_TIME}}.
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```
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To: {{DEV_EMAIL}}
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CC: {{MANAGER_EMAIL}}
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Subject: {{PROJECT_NAME}} - E<number> - <date>
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Run started: <time from the screen>
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Error: E<number> - <the message, copied>
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Where: <location / item>
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What I did: <e.g. ran it again once>
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Attached: screenshot of the screen
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```
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**Never send:** passwords, {{SENSITIVE: e.g. the Excel reports (they hold patient names)}}.
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