# Plan a reliable schedule handoff

Understand file exchange, project context, and the checks needed before relying on an output.

AI narration: Emma · female. Actual public pages and illustrative examples.

## 0:00 — Keep the meaning with the file.

Moving a schedule file is only part of the handoff. Your team also needs to know which project, version, and reporting period it represents. A representative exchange is a practical way to check how Kairos fits your process.

## 0:15 — Identify the input.

Begin by agreeing the project, file format, version, and reporting period. Confirm the supported format with the team. A file import is a point in time exchange; it is not a continuous connection to your scheduling database.

## 0:30 — Check the type of connection.

The Data and integrations page separates files and records from optional connections. Read the status and setup notes for the capability you need. An optional connection requires its own configuration and permissions.

## 0:45 — Validate the schedule context.

After an import, inspect dates, calendars, relationships, and project scope with the people who know the schedule. Keep the supporting narrative with the review context. Attaching a document does not mean its contents were automatically interpreted.

## 1:01 — Check the receiving workflow.

If the workflow includes an export, inspect the result in the receiving environment before relying on it. Agree which fields and calculations must match. Record any differences and the team member responsible for resolving them.

## 1:16 — Start with one representative exchange.

Bring one representative file type and a short checklist to the evaluation. Confirm the input, inspect its context, and review the output. That makes the handoff understandable to both your technical team and your manager.