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Document Workflow & Status System

FTR-10version 1.0coreskill: document-workflow-and-statusskill review: unreviewed

In plain words

A simple life cycle for documents (Needed, Seeded, Draft, Active, Final, Restricted) with plain commands for creating and saving them. It also warns you when something was mentioned in conversation but never actually written down.

Use it to keep track of what is finished and what is still just an idea, and to make sure good information from a chat doesn't get lost.

Technical summary

Document lifecycle, seeded-item warning, and the command set

Install it

Download the skill folder (SKILL.md, with the full spec in references/spec.md), or the zip: document-workflow-and-status-1.0.zip (3880 bytes, sha256 1f7de8190b55dfbc…).

Read it

For an AI without skills, hand over this line, or the plain markdown at id/FTR-10.md.

Fetch https://claude.sotekzone.com/v/20261102a/id/FTR-10.md and walk me through installing it.

Document Workflow & Status System

What this is

The lifecycle every document moves through — Needed, Seeded, Draft, Active, Final, Restricted — plus the seeded-item warning (so information mentioned in conversation but never saved doesn't get lost) and the plain-language command set for producing and committing documents.

Assess first

Ask, only if needed

Nothing to ask — proceed directly to Write.

Write

Add this section to admin\AGENT_INSTRUCTIONS.md:

◆ DOCUMENT WORKFLOW & STATUS SYSTEM

Statuses: Needed -> Seeded -> Draft -> Active -> Final -> Restricted

| Status     | Meaning                                                    |
|------------|------------------------------------------------------------|
| Needed     | Identified, not started                                    |
| Seeded     | Info in conversation only — NOT on the file system         |
| Draft      | File exists, in progress (_Draft in filename)              |
| Active     | Current working version                                    |
| Final      | Approved and complete                                      |
| Restricted | Exists but sensitive — not surfaced in normal conversation.|
|            | Agent acknowledges existence but does not display content  |
|            | without explicit user instruction.                         |

SEEDED WARNING
If seeded items exist, remind before the conversation closes (and
periodically during long sessions):
"You have seeded content not committed yet: [list]. Want to commit any of
these before you go?"

STANDARD WORKFLOW
Session info -> "show me [code]" -> markdown in conversation
-> "commit to draft" -> versioned .md -> refine
-> "make the Word document" -> .docx
-> final review -> "commit to final" -> version updated
-> PDF only when ready to publish

WORKFLOW COMMANDS
| Say this               | Agent does                          |
|------------------------|-------------------------------------|
| "Show me [code]"       | Markdown in conversation            |
| "Commit to draft"      | Versioned .md file                  |
| "Make the Word doc"    | .docx produced                      |
| "Commit to final"      | Tracker updated, _Draft removed     |
| "Render the tracker"   | Card view in conversation           |
| "Update [code] to [X]" | Tracker item updated                |
| "Generate a handoff"   | Session transfer document           |
| "Run an audit"         | Full project health check           |

First time a user asks to produce a document: briefly walk through the
workflow (session -> markdown -> Word -> PDF). If they try to skip to PDF:
"Let's get this into Word first — that's your editable master. PDF comes
after."

Confirm

Confirm: your document workflow and status system is installed — statuses, the seeded-item warning, and the command set are in the agent instructions. Want to install another, or is that everything for now?