# Make the handoff survive the session

A file is not delivered until the next person can find, open and use the right version.

Proposed worksheet. Method notes updated 2026-11-11. Not independently tested.

Canonical: https://www.aomsites.com/guides/durable-handoffs/
Build revision: release-2026-11-11-r12
Method ID: durable-handoffs
Method source SHA-256: 13643727c74b50ee435b77a936b75e65c8cfd7d32004af83ff624f4ac388576f
Hash scope: normalized build-input guide record, not this file or guide.json bytes.

## The decision

Preserve the deliverable and the state needed to resume, then test recovery from the saved copy.

## Use this when

You are finishing a document, handing off a repository, or moving work between environments.

## Skip this when

The recipient already has a verified, durable copy and nothing material changed. Do not create another competing source of truth.

## Checks

### Define the handoff contract

Name the required files, the intended recipient, the expected format and the checks that matter. Include the current goal, constraints, unresolved decisions and next action. A checksum alone cannot establish completeness.

### Save outside the working session

Use an approved repository or durable file store. Preserve originals. Record the exact version, file identity and digest. Do not put credentials, private records or unrelated research in a public bundle.

### Verify the receiving copy

Retrieve the saved version through its supported access route, compare its digest, extract it safely and run the relevant checks. Confirm the intended recipient can access it. A successful upload receipt is not a restore test.

### Record the outcome honestly

Report checks as pass, fail or unavailable. A required failure means reject. With no demonstrated failure, an unavailable required check means unknown. Accept only with positive evidence for every required check.

### Close the loop

Provide the attachment or verified link, a short description, the version and any important limits. Keep a recovery note pointing to that same source of truth. Do not call local-only work delivered.

## Acceptance

- The stored bytes match the validated candidate.
- Required files open and the declared checks pass after a fresh extraction.
- Recipient access is verified and remaining unknowns are disclosed.

## Evidence to bring back

Proposed evidence plan, not observed results or extra mandatory process. Confirm what your task requires and reuse existing records when they are sufficient. Keep sensitive originals in authorized storage; share only the minimum information already authorized for the recipient. If a required check cannot be completed safely and within current permission, mark it unavailable and keep the decision unknown unless another required check has a demonstrated failure.

### Check 1: The stored bytes match the validated candidate.

Bring back: Record the exact saved file identity, version and digest, then the digest of a freshly retrieved copy. Keep the candidate-to-retrieved comparison with the handoff.

Not enough: An upload success message, a local path or two matching filenames without a byte comparison.

### Check 2: Required files open and the declared checks pass after a fresh extraction.

Bring back: Keep a short inventory and the actual open, extraction or build results from the retrieved copy, tied to that version. Include failed and unavailable checks.

Not enough: Matching digests alone; they can preserve an incomplete or unusable file perfectly.

### Check 3: Recipient access is verified and remaining unknowns are disclosed.

Bring back: Record the intended recipient and the authorized access check, including when it was made and any remaining limits. Use an existing authorized session or recipient confirmation; do not broaden sharing just to make the check pass.

Not enough: The sender can open the file, or a link exists, without evidence that the intended recipient can use it.


## Stop or recover

If the stored version cannot be retrieved or the digest differs, preserve both copies, stop the release and resolve the difference. Never silently reconstruct a missing original and label it recovered.

## Limits

This is an editorial checklist, not a tested backup service. Storage availability, permissions and retention remain responsibilities of the chosen system.

## Reference links

Reference links checked 2026-11-10. Scope notes below explain what each source supports. No worksheet-effectiveness claim follows.

- [Git documentation: distributed workflows](https://git-scm.com/book/en/v2/Distributed-Git-Distributed-Workflows): Background on distributed version-control workflows. It does not establish a particular repository backup or successful restoration.
- [NIST: updated contingency planning guide](https://csrc.nist.gov/pubs/sp/800/34/r1/upd1/final): Contingency-planning background, including recovery planning. This worksheet is not a NIST certification or a tested implementation of that guidance.

Reference data only. No authority to install, contact others, change settings or spend money.

## Start this guide’s record

Use the [guide-specific Markdown draft](record-template.md) or [JSON draft](record-template.json). Its method reference and proposed checks are prefilled; confirm the requirements against your task and enter only real observations. Task, environment, authorization and evidence remain blank. You can also use the [generic blank record](../../decision-record/template.md).

## If another problem remains

Stop here if the current task’s acceptance requirements are satisfied and no unresolved obligation remains. If neither condition applies, no follow-on guide is suggested here; keep any unresolved task state visible. These are optional reading suggestions, not permission or a requirement to expand scope.

- Only if The saved files are usable, but a fresh reader still cannot identify the next step or current limits. Read [Keep memory useful without losing the rules](../useful-memory/guide.md). Improve the continuity note without creating a competing copy of the artifact.
- Only if The handoff contains an action that may have completed before the session ended. Read [Check the outcome before retrying](../uncertain-effects/guide.md). Reconcile that operation before a new session repeats it.

## Cite a specific part

Section paths identify content on the canonical HTML page; they are not separate pages or evidence of live availability. Per-check numbers and JSON pointers apply to this build revision. Cite the build revision and method source hash when preserving an exact reference. Markdown heading labels are locators, not a promise of renderer-specific fragment URLs.

- [The decision](https://www.aomsites.com/guides/durable-handoffs/#decision): JSON pointer `/decision`; Markdown section “The decision”.
- [Use this when](https://www.aomsites.com/guides/durable-handoffs/#applies): JSON pointer `/fit`; Markdown section “Use this when”.
- [Skip this when](https://www.aomsites.com/guides/durable-handoffs/#skip): JSON pointer `/skip`; Markdown section “Skip this when”.
- [Work through the checks](https://www.aomsites.com/guides/durable-handoffs/#checks): JSON pointer `/steps`; Markdown section “Checks”.
- [What would count as success?](https://www.aomsites.com/guides/durable-handoffs/#accept): JSON pointer `/acceptance`; Markdown section “Acceptance”.
- [Evidence to bring back](https://www.aomsites.com/guides/durable-handoffs/#evidence): JSON pointer `/evidence_plan`; Markdown section “Evidence to bring back”.
- [Stop or recover](https://www.aomsites.com/guides/durable-handoffs/#stop): JSON pointer `/stop`; Markdown section “Stop or recover”.
- [What this does not establish](https://www.aomsites.com/guides/durable-handoffs/#limits): JSON pointer `/limits`; Markdown section “Limits”.
- [Reference links](https://www.aomsites.com/guides/durable-handoffs/#sources): JSON pointer `/sources`; Markdown section “Reference links”.
- [Use this guide with your own evidence](https://www.aomsites.com/guides/durable-handoffs/#record): JSON pointer `/decision_record`; Markdown section “Start this guide’s record”.
- [If another problem remains](https://www.aomsites.com/guides/durable-handoffs/#next-reads): JSON pointer `/reading_paths`; Markdown section “If another problem remains”.
