Handover records with Claude: separate findings from decisions
Handover records with Claude: separate findings from decisions. Method, fictional example and checks against the French project record.
By Educasium
Prepare a handover record with Claude →
Start by separating the visit, its findings and the decision to be recorded. The pack organizes attendees, findings by trade, reservations and signatures. A technical observation is not an acceptance decision. Supply the agreed decision and date, especially when different from the preliminary visit. Identify each reservation by location and a checkable description. The record should trace its statements to evidence without inventing agreement from an absent contractor.
Prepare the project inputs
Project, parties, trades, findings, reservations, visit date and confirmed acceptance decision. Keep reference copies and identify their versions. Missing inputs must remain visible before generation.
Fictional example to check
Fictional example: a visit identifies a handle needing repair in B12. Acceptance has no agreed date yet. Claude can prepare the finding and outstanding questions, leaving the decision and date unresolved. A drawn signature or typed name does not prove agreement.
Review before use
Review the decision and its consequences before signature. French post-acceptance warranties follow specific rules described by Service Public; do not calculate their end dates from an assumed date. Transfer reservations with their IDs to the tracking register.
Official reference for the French context : Service Public — garanties après réception.
Continue with the related guide : Complementary method.