# Team handbook: client report handoff Document ID: HB-REPORTS Status: draft_pending_owner_review base_version: 1.4 Source status (baseline only): approved baseline in this fictional packet Source effective date (baseline only): 2026-10-05 Document owner: owner-d01 Source snapshot (baseline only): 2026-10-09T10:55:00+01:00 Human review: not performed New approval date: none New published version: none New publication date: none External application: not performed Audience: client-service employees with access to the relevant client workspace > Local proposal based on HB-REPORTS v1.4. The baseline remains the operational reference; this draft has not been reviewed, approved or published. Unchanged sections below retain baseline wording, including section 5's reference to the approved page. The proposed subsection requires owner review. ## 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. ## 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. ## 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. ### 3.1 Submit a draft for approval — proposed 1. Add the draft report to the client workspace. 2. Tag the assigned account owner there. 3. Wait for that owner's written approval in the client workspace before sending the report to the client. A lack of reply is not approval. Draft evidence: onboarding-qa.md, ONB-20261009-01, T02–T05 (N02/M01, elapsed 00:18–01:10), compared with current-handbook.md, HB-REPORTS v1.4, HB-REPORTS:approval-gate. Steps 1–2 are proposed from T03 and T05; step 3 restates the approved gate and is consistent with T03. No workspace URL, software-specific button or response time is specified in the supplied discussion (T05). ## 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. ## 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.