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tatsoft-llctatsoft-llc/FrameworX-Projects/.claude/skills/project-handover-docs/SKILL.md

project-handover-docs

Skill1 starsChanged 26 days agoApache-2.0View on GitHub

Generate the concise handover document set for a FrameworX project, a System Handover (as-built summary) and an Operator Manual, into the project's Sites/<Name>/Documentation/ folder. Reads the LIVE solution for every factual section (UNS tags, displays, device channels, alarms, version) and interviews the user only for the intent config cannot reveal (screen purpose, alarm-response procedure, support contacts, backup schedule, safety notes). Use when the user wants the customer-facing deliverable documentation for a project. Trigger phrases include "generate the project docs", "create the handover package", "write the operator manual", "as-built documentation", "what do I hand the client". CRITICAL scope rules: VERIFY EACH PATH (never describe a display or alarm by analogy, enumerate the actual ones); NEVER overwrite Documentation/Commissioning-Record.md or anything under Specifications/; stay concise, two documents by default. Anti-overengineering is a hard requirement.

The file

We split this skill into the rules it gives an agent

4 rules. About 0 are common, 1 is distinctive, and 3 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 3

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Write into Documentation/: Use the templates below. Link to Commissioning-Record.md for acceptance status: do not copy its contents and …

    line 74
  2. Very specific:

    Log: Add a line to ChangeLogs/ChangeLog-<user>.md: which docs were generated and from which solution build.

    line 80
  3. Very specific:

    Don't invent: If a fact isn't in the solution and the user didn't supply it, mark it > TODO: and move on.

    line 88
  4. Distinctive:

    It's a real solution: Read it back; the as-built must be true on the day it's written.

    line 92

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Project Handover Docs: concise end-user / integrator documentation

What this is for

An integrator finishes a FrameworX solution and has to hand the customer documentation: what was built and how to run it. This skill generates that deliverable set from the live solution. Pulling the facts that are knowable from config, and asking the user only for the intent that isn't.

It is not a documentation framework. The bias is toward the smallest set an integrator can hand a client and have it be useful, the standard small-project handover minimum, not an enterprise binder. (The product documentation's system-integrator guidance is the reference. Find it via search_docs; its own rule of thumb, documentation around 15% of development effort, is a sanity ceiling, not a target.)

What it produces (default: two documents)

Both land in Sites/<Name>/Documentation/ as Markdown.

DocumentAudienceOne-line contents
System-Handover.mdThe end-user's engineer / IT: and the next integratorAs-built summary: what the system does, topology, the tag/UNS register, device channels, displays, alarms, versions, and a link to the commissioning record.
Operator-Manual.mdDay-to-day operatorsHow to start and log in, a one-paragraph guide per screen, alarm response, routine tasks, backup & who-to-call.

Optional, only if the user asks: Training-QuickReference.md, a one-page cheat sheet. Do not generate it by default. Offer it; don't produce it unprompted.

House style: clean, useful, to the point, objective, correct. Lead each doc with a one-line summary. Headings: ## sections, ### subsections only, no deeper.

Pull from the live solution vs. ask the user

State this split to the user up front, so they know what you'll interview them on.

Pull live (factual, read it, don't ask)Ask the user (intent, config can't know it)
Solution name, FrameworX version, file location (get_solution_info)Operational purpose of each screen (one line each)
UNS asset tree, tag count, UserTypes/UDTs (browse_object_model, search_uns)Alarm response procedure per alarm / priority
Device channels, protocols, addresses (list_protocols, channel tables)Who to call for support; escalation contacts
Display list + navigation tree (get_display_tree, DisplaysList)Backup schedule / restore responsibility
Alarm definitions + priorities (alarm tables)Site-specific safety notes
Commissioning results (read Commissioning-Record.md, link, never inline)Routine shift tasks not derivable from screens

Workflow

  1. Frame & scope. Confirm which project under Sites/. State the 2-document default and the pull-vs-ask split in one line. Confirm before writing: don't surprise the user with files.
  2. Ground. Bootstrap the FrameworX MCP (open_solution) per the workspace rule. Read Specifications/Requirements.md and Specifications/IO-Register.md (the design inputs: reference them, don't restate them wholesale). Skim Decisions/ for the why, so the manual can link out instead of re-deriving.
  3. Pull the live facts. Enumerate the actual tags, displays, channels, and alarms from the running solution. This is the as-built: it must match reality, not the spec's intent.
  4. Short interview, intent only, one topic at a time. Walk the ask-user column. Keep it tight: one screen's purpose, one alarm's response, etc. If the user doesn't have an answer, write a clearly marked > TODO: placeholder, never fabricate a procedure or a contact.
  5. Write into Documentation/. Use the templates below. Link to Commissioning-Record.md for acceptance status: do not copy its contents and do not touch that file. Do not touch Specifications/.
  6. Verify each path + read back. Confirm the files were written. Cross-check that the display list, alarm list, and tag/asset summary in the docs match the live solution exactly. A screen described "by analogy" to a sibling is a defect (the workspace "Verify each path" rule in CLAUDE.md). Two near-identical screens still get two enumerated entries.
  7. Log. Add a line to ChangeLogs/ChangeLog-<user>.md: which docs were generated and from which solution build.

Anti-overengineering guardrails (hard rules)

  • Two documents by default. A third only on explicit request. Never spin up a folder of templates.
  • One screen = a few lines, not a page. One alarm = name, priority, one-line response. Brevity is the product.
  • Don't invent. If a fact isn't in the solution and the user didn't supply it, mark it > TODO: and move on. A short honest doc beats a padded fictional one.
  • Don't duplicate what exists. Requirements/IO live in Specifications/; acceptance lives in Commissioning-Record.md; the why lives in Decisions/. Link, don't re-author.
  • It's a real solution. Read it back; the as-built must be true on the day it's written.
  • Commissioning-Record.md is read-only to this skill. The record is owned by the commissioning pass (commission-the-points skill), seeded at bootstrap, filled by commissioning, never overwritten by handover docs; link to it, never regenerate or edit it.

Document templates

Replace every [bracketed] note with pulled-live or asked content. Keep prose tight.

System-Handover.md

# [Project]: System Handover

[One-line summary: what this solution is and who it's for.]

## System overview
[One paragraph from Requirements.md: purpose, site/scope, what it controls or shows.]

## Architecture & topology
[Runtime / clients / historian. Device channels with protocol + address: enumerate the real ones.]

## Tag / UNS register
[Asset tree summary + tag count. UserTypes/UDTs. Link to IO-Register.md for the full list.]

## Displays
[Each screen, one line: name: what it shows. Plus the navigation hierarchy. Enumerate ALL of them.]

## Alarms
[Each configured alarm: name, priority, condition. Enumerate the real ones.]

## Versions & files
[Solution name, FrameworX version, .dbsln location, key external dependencies (DB, LLM endpoint…).]

## Acceptance status
[One line + link to Documentation/Commissioning-Record.md. Do not inline the record.]

Operator-Manual.md

# [Project]: Operator Manual

[One-line summary: the day-to-day guide for operating this system.]

## Starting & accessing the system
[Launch the runtime, log in, how clients connect. Pull facts; ask for site-specific access.]

## Screen guide
[Per display, a short entry: what it shows and what the operator does there. Purpose = asked; screen = pulled.]

## Alarm response
[Per alarm/priority: condition (pulled) → recommended operator action (asked). Mark TODO if unknown.]

## Routine tasks
[Acknowledging alarms, setpoint changes, shift handover. Only the tasks this system actually has.]

## Backup, recovery & support
[Backup schedule + restore responsibility + who to call. All asked, never fabricate a contact.]

Training-QuickReference.md (optional: only on request)

# [Project]: Quick Reference

[One page. The 5-10 things an operator does most, each in one line. Pull the screen/tag names live.]

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