Custodia Registry · C03

Digital access

25 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.

Open video on YouTube ↗

Download slide guide (PDF)10 pages · 3.5 MB

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
Requester uses temporary access without treating it as permanent ownership or download authority.

Read the full explanation

Our audience is Members and approved requesters. Before the demonstration, confirm these prerequisites: C01, C02; fictional training record and approved account. The action-level access conditions are: record_view plus classification eligibility; active digital share for protected content. Check the actual account and record state. The goal is not simply to find a button: Requester uses temporary access without treating it as permanent ownership or download authority.

Choose the record

  • Find the approved fictional record and choose Request access.

What to check
Compare the record number and title before requesting access. A visible catalogue entry may still need a digital grant for its protected content. Request only the record needed for the assigned work.

Read the full explanation

Find the approved fictional record and choose Request access. Compare the record number and title before requesting access. A visible catalogue entry may still need a digital grant for its protected content. Request only the record needed for the assigned work. 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.

Give a work reason

  • Enter a work reason and submit once.

What to check
Describe the task and why you need this record. Submit once, then inspect the request. Repeated requests make review harder and do not create approval or additional authority.

Read the full explanation

Enter a work reason and submit once. Describe the task and why you need this record. Submit once, then inspect the request. Repeated requests make review harder and do not create approval or additional authority. 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.

Track your request

  • Open My digital requests and distinguish pending from approval.

What to check
Use My digital requests to distinguish pending, approved and denied work. Read the decision and access period. Pending means a reviewer still needs to act; it is not permission to obtain the file by another route.

Read the full explanation

Open My digital requests and distinguish pending from approval. Use My digital requests to distinguish pending, approved and denied work. Read the decision and access period. Pending means a reviewer still needs to act; it is not permission to obtain the file by another route. 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.

Confirm and use access

  • After the trainer approves, confirm access and open permitted content.

What to check
After approval, confirm access through the available workflow and open the intended content. Clearance, custody and expiry still apply. Viewing a record does not automatically include unrestricted download or export.

Read the full explanation

After the trainer approves, confirm access and open permitted content. After approval, confirm access through the available workflow and open the intended content. Clearance, custody and expiry still apply. Viewing a record does not automatically include unrestricted download or export. 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.

Return digital access

  • Return digital access when finished and inspect the resulting status.

What to check
Return access when the task is complete and inspect the resulting status. This ends digital access; it does not describe a physical handoff. If access expires or is recalled, follow the approved request process again.

Read the full explanation

Return digital access when finished and inspect the resulting status. Return access when the task is complete and inspect the resulting status. This ends digital access; it does not describe a physical handoff. If access expires or is recalled, follow the approved request process again. 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
Physical custody can block a digital grant. Clearance is required before approval; expired or recalled access must be requested again through policy, never bypassed.

Read the full explanation

Consider the exception before deciding to retry. Physical custody can block a digital grant. Clearance is required before approval; expired or recalled access must be requested again through policy, never bypassed. 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
Request access to TRAIN-2026-001 with a work reason. Explain the pending state, then use a trainer-approved grant and return it after the task.

Read the full explanation

Now use the approved fictional example. Request access to TRAIN-2026-001 with a work reason. Explain the pending state, then use a trainer-approved grant and return it after the task. 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 request belongs to the correct account and record. Approval and expiry are identified, access is confirmed only after approval, and the returned status is located.

Read the full explanation

The answer should establish the following: The request belongs to the correct account and record. Approval and expiry are identified, access is confirmed only after approval, and the returned status is located. 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.