Custodia Registry · A04
Recycle and cleanup
35 minutes. · 10 slides
Lesson video coming soon. The player below contains a sample video, not this lesson. You can use the written lesson and slide guide now.
Work through the lesson
Use these explanations alongside the slide guide. Expand any section to read its full explanation.
Your task and authority
- Confirm your assigned duties
- Use the fictional training case
- Verify the result and its history
Learning outcome
Learner understands reversible recovery and why governed evidence cannot be erased through cleanup.
Read the full explanation
Our audience is records_manager, director, admin or custom cleanup officer. Before the demonstration, confirm these prerequisites: C01, C02; fictional training record and approved account. The action-level access conditions are: record_recycle_bin / record_delete; record_cleanup_manage for cleanup tools. Check the actual account and record state. The goal is not simply to find a button: Learner understands reversible recovery and why governed evidence cannot be erased through cleanup.
Different deletion stages
- Explain deletion, recycle retention and final purge as different operations.
What to check
Distinguish a recoverable deletion from final purge and approved records disposition. These have different consequences. A cleanup task does not grant authority to destroy governed evidence.
Read the full explanation
Explain deletion, recycle retention and final purge as different operations. Distinguish a recoverable deletion from final purge and approved records disposition. These have different consequences. A cleanup task does not grant authority to destroy governed evidence. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.
Recover a fixture
- In an approved disposable fixture, inspect a recoverable record/file and restore it.
What to check
Inspect the intended recoverable record or file in the approved disposable example. Restore it through the available workflow and verify the resulting identity and state.
Read the full explanation
In an approved disposable fixture, inspect a recoverable record/file and restore it. Inspect the intended recoverable record or file in the approved disposable example. Restore it through the available workflow and verify the resulting identity and state. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.
Protected evidence
- Confirm protected disposition evidence remains unavailable for deletion or purge.
What to check
Recognize retention-protected evidence that cannot be deleted or purged. A blocked cleanup is meaningful. Do not attempt direct database edits to defeat the protection.
Read the full explanation
Confirm protected disposition evidence remains unavailable for deletion or purge. Recognize retention-protected evidence that cannot be deleted or purged. A blocked cleanup is meaningful. Do not attempt direct database edits to defeat the protection. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.
Merge dependencies
- Review a proposed location merge or lookup correction and its dependencies.
What to check
Review the proposed location merge or lookup correction and affected records first. A change to shared reference data can affect more work than the current screen shows.
Read the full explanation
Review a proposed location merge or lookup correction and its dependencies. Review the proposed location merge or lookup correction and affected records first. A change to shared reference data can affect more work than the current screen shows. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.
Record the outcome
- Record the result and escalate skipped/locked items instead of using direct database edits.
What to check
Inspect results and explain skipped or locked items. Escalate them to the responsible owner. Normal training uses tabletop examples for irreversible purge and bulk cleanup.
Read the full explanation
Record the result and escalate skipped/locked items instead of using direct database edits. Inspect results and explain skipped or locked items. Escalate them to the responsible owner. Normal training uses tabletop examples for irreversible purge and bulk cleanup. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.
Exceptions and recovery
- Identify the blocked condition
- Preserve the relevant evidence
- Use the authorized next step
Important boundary
No live purge or bulk cleanup in normal training. Cleanup is not approved records disposition. Use tabletop examples for irreversible actions.
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Consider the exception before deciding to retry. No live purge or bulk cleanup in normal training. Cleanup is not approved records disposition. Use tabletop examples for irreversible actions. Explain what you expected and what was actually shown. Keep the record identifier and sanitized error context, then refer the issue to the person responsible for that decision. A missing or blocked control is not a reason to borrow a more powerful account.
Guided practice
- Work within the assigned role
- Show the resulting state
- Explain one exception
Your exercise
Compare a recoverable fixture with a protected evidence file. Explain why one may be restored while the other must remain protected from purge.
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Now use the approved fictional example. Compare a recoverable fixture with a protected evidence file. Explain why one may be restored while the other must remain protected from purge. Explain the identity, current state and intended action before acting. At the end, show the evidence of the result and name the next responsible person if the workflow cannot proceed. Destructive actions and live external sends are discussed using prepared examples.
Practice debrief
- Correct identity and authority
- Traceable result and history
- A justified next step
Expected answer
The learner distinguishes restoration, purge and disposition, verifies the fixture result and respects protection and dependency checks.
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The answer should establish the following: The learner distinguishes restoration, purge and disposition, verifies the fixture result and respects protection and dependency checks. Walk through the evidence in the same order as the workflow. Explain the specific boundary discussed in this lesson. If a result could not be established, report it as unverified and identify what would be needed to complete the task.