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Build a handover from code and team documents

Ownership changes, but implementation scope is unclear. Compare project notes with code to separate implemented features from unfinished requests. Leave run instructions and the next owner’s checklist.

When ownership changes, compare project notes with the actual code to create a handover the next owner can use.

When this is your problem

Notes mix requested work with completed work, so the next owner cannot tell what is implemented. Scattered setup and operational information leads to repeated questions and missed unfinished requests.

Solve it with Specify

  1. Prepare project notes and a versioned code snapshot in Specify.
  2. Ask AI to compare requests with implementation and separate completed features, limits, missing work, and their evidence.
  3. Save run instructions and the next owner’s checklist; have an owner fill in operational facts the code cannot establish.

What you get

Create a handover document for developers, agencies, and maintenance teams. RelayDesk Demo is fictional. This example compares an uploaded code snapshot with project notes by reading their actual contents.

Handover comparison table separating implemented CSV scope from requested limits, role restrictions, and an unimplemented ZIP feature
Compare requests with behavior found in the supplied code instead of treating planned work as completed.

Prepare the materials

Download the example materials and code and upload these two documents to your workspace.

MaterialPurpose
relaydesk-project-brief.mdRequests, decisions, responsible roles, and operational unknowns
relaydesk-code-snapshot.mdA fixed copy of implementation, tests, and run commands

A snapshot is not the live repository. Record its version, commit, and scope, and refresh it after changes. To connect a GitHub branch directly, start with a document project.

Follow the workflow

  1. Prepare notes and code scope together

    Collect the requirements notes, code copy, and setup instructions with their versions. Do not treat the example policy as proof of implemented security controls.
  2. Name the recipient in a new chat

    In New Chat, identify the audience, such as a new developer or maintenance owner, and name the sources to read.
  3. Compare requests with implementation

    Separate completed functionality, implementation limits, future requests, and unknowns. Require source IDs and code paths for each finding.
  4. Review setup and handover actions

    After saving the document, check the commands and assign owners to operational unknowns. Test files alone do not establish completed execution or performance validation.
Read and compare RelayDesk Demo's project handover notes and code snapshot 1.4.
Write an overview / request-versus-implementation table / setup and verification / handover checklist.
Separate code-backed functionality and limits from planned requests and absent features.
Include source document IDs and real file paths. Mark missing deployment and operational information as unknown.
State that the code snapshot is a fixed copy; do not claim to have inspected a live repository.
Save a 'Project handover' document without changing the sources.

Differences to inspect in this example

Handover checklist covering undecided scope, operational and recovery procedures, test evidence, and FAQ updates
Leave actionable checks for the next owner, not just an explanation of the project.
  • The requested capacity is 10,000 rows; the implementation limit is 1,000.
  • Distinguish validation of a supplied role parameter from a real authentication and authorization system.
  • ZIP export and actual deployment or recovery procedures are not present in this example. Do not invent dates or named operational owners.

Keep it current

This run directly referenced uploaded originals and a code snapshot. Sources not yet indexed can be checked by referring to the original. Changes made after the snapshot are outside this result's scope.

Prepare updated inputs and repeat the comparison. Do not assume that every operational document is automatically updated; compare the generated draft with the team's actual handover process.