# Team handbook: client report handoff

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Document ID: HB-REPORTS
Version: 1.4
Source status: approved baseline in this fictional packet
Effective date: 2026-10-05
Document owner: owner-d01
Snapshot: 2026-10-09T10:55:00+01:00
Audience: client-service employees with access to the relevant client workspace

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## 1. Purpose

Use this page when preparing a routine client report. The assigned account owner makes the release decision for that client. This page does not define special exception approval or assign ownership for contractor-report exceptions.

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## 2. Prepare the file

Save the draft as a PDF named report-YYYY-MM-DD.pdf, using the report date. Check that the figures and reporting period match the agreed report scope.

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## 3. Approval before client delivery

Do not send the report to the client until the assigned account owner has recorded written approval in the client workspace. A lack of reply is not approval.

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## 4. Keep the review record

Keep the approved report and its approval note in the client workspace for 30 days after delivery, then follow the workspace archive schedule.

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## 5. Suggest a handbook update

Send proposed changes to the document owner for review. A conversation or a draft edit does not change this approved page. Record a newly published version only after the document owner's approval and the authorized publication step.