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 The handoff eval runner (tests/evals/run_handoff_eval.py) still grades an older 13-section format and was already out of date; not touched here.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>
33 lines
1.7 KiB
Markdown
33 lines
1.7 KiB
Markdown
# rpa-bot-handoff
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A Claude skill that writes a short **Handover SOP** for an RPA bot that is being handed over to an ops team.
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## What you get
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**`<Project Name> Handover SOP.docx`** (and `HANDOVER-SOP.md`): at most 4 pages, in plain words, for operators who don't read code:
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1. How to run: the URL or shortcut, what to click, and what a new click does to the previous results
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2. What you see while it runs: what shows where, a normal run, how long each step may take
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3. Result: how a good run ends, where the report is, what each status means
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4. When something goes wrong: how it shows, each message (E01, E02...) with what to do, the don'ts, how to stop it
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5. Email us: the address, when to email, and the email to copy
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Problems the scan finds for the dev team are listed in the chat, not in the SOP.
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## Install
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Copy this folder to `~/.claude/skills/rpa-bot-handoff/`.
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## Use
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In your bot project, ask Claude: *"write the handover SOP for this bot"* or *"document this bot for handover"*. The skill:
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1. Scans the code with a subagent. It never runs the bot.
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2. Asks up to two things: the email group ops writes to, and where ops runs the bot.
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3. Writes the SOP, checks every quoted message and label against the code, and keeps it under 1,400 words.
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4. Turns it into the Word file you give to ops.
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## Files
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| File | What it is |
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| `SKILL.md` | Steps Claude follows |
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| `templates/HANDOVER-SOP.md` | The SOP skeleton |
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| `templates/failure-classes.md` | 12 failure classes from Tebra's first months with ops, used as a scan checklist |
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| `templates/reference/tebra-auto-post.md` | The SOP filled in for Tebra, scrubbed |
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| `templates/to_docx.py` | Turns the SOP into Word and prints the word count (`--selfcheck` tests it) |
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