Package, Disclose, and Close
0/5 steps · ~15 min
Package, Disclose, and Close
A research-support task is not complete when the AI stops generating. Completion requires a usable handoff, transparent methods, meaningful human review, and an intentional retention or deletion decision.
1
Build the handoff package
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Assemble a reusable structure without inventing completed work.
Create a handoff-package template for this research request with: scoped question, inclusion and exclusion decisions, sources and databases searched, full search strategies, dates searched, result counts, screening notes, evidence matrix, synthesis, limitations, unresolved items, AI-use disclosure, verification record, and librarian contact. Mark all uncompleted sections "pending."
The template distinguishes completed, pending, and not-applicable sections.
2
Write the disclosure and methods note
Locked3
Run the final review gate
Locked4
Clean up the chat
Locked5