Use a product-owned handover when the source product offers one, or the native workspace's explicit read controls. The context binds an authorised person, product, site, realm and revision. It is not permission to use unrelated customer records or another site's draft.
Inspect the handover
Open Product context and read the source details and return link. The source product checks current access for the view. Original decision evidence stays in that product. Use Complete authorised source record when the readable summary needs a precise reference.
For a draft handover, choose the organisational requirement that should own the work. The native workspace begins with the selected product, site and draft. Every edit still needs explicit authoring authority and native validation.
Read change and legacy warnings
If the native draft changed since the link was created, inspect the current revision shown before authoring. Do not apply a proposal based on the earlier view without refreshing its source basis and reviewing its differences.
A retained ConfigSheets draft in an earlier document format remains historical evidence. Follow the displayed instruction to return to Data and open the current target for a new draft in the current format. Similar fields do not make an old format a current source automatically.
A page reload is not an implicit instruction to fetch and authorise new private facts. Use the explicit protected source action for the view needed, then retain its exact identity with the planned change.
Explain a retained decision
For a decision handover, read the original facts and trace in the explanation. It describes the decision that was retained, not the answer today's rules would produce from changed data. Follow its source pagination where offered.
Report the source record, observed revision and the evidence that supports the finding. Do not infer a physical inspection, label, stock move or courier event from the existence of a rule explanation. Continue through the owning product's operational history when the enquiry asks what actually happened.