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Prepare a private experiment brief

Review selected evidence and optional notes before export.

When to use it

Prepare a brief when you want a private file describing retained results for explaining an outcome, comparing a change or investigating a failure.

On the connected native workflow, open Review and handoff → Prepare experiment brief. The resulting private briefing file helps a person or agent read selected evidence and your optional notes. It is different from a portable experiment file, which carries supported setup/evidence for a compatible recipient to inspect and copy into local work. Saving and transfer compares the choices.

Steps

  1. Choose Prepare experiment brief in Review and handoff. Select 1–20 retained results and the investigation question.

  2. Leave Include my selected results’ questions and notes off unless you want that text copied to the Mac. If enabled, inspect the exact selected interpretation. Unsent draft notes are excluded.

  3. Connect to the selected Mac and choose Prepare private preview on Mac. Read the complete preview for private information and correctness.

  4. Acknowledge that you reviewed the contents and have permission to export them, then choose Export reviewed brief and a local file destination.

What to expect

The exported private file contains reviewed retained evidence and only the phone text you selected. Preparing or exporting a brief does not start an agent, simulation or automatic provider upload.

If something goes wrong

  • Offline, you can read this guide and select cached results, but preparing or approving the brief needs its Mac.

  • If evidence or the preview changed, prepare and review it again. Change selection returns to the choices without exporting.

  • If you do not want to disclose the contents, leave approval unchecked and return to your experiment. Exporting a local file and sharing it with someone are separate choices.

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