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Work through the lesson

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Your task and authority

• Confirm your assigned duties
• Use the fictional training case
• Verify the result and its history

Learning outcome
Learner connects captured correspondence and sharing decisions to evidence and authority.

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Our audience is Clerks view where migrated; managers/directors with specific grants manage. Before the demonstration, confirm these prerequisites: C01, C02; fictional training record and approved account. The action-level access conditions are: rim_email_record_view/manage; rim_information_sharing_view/manage. Check the actual account and record state. The goal is not simply to find a button: Learner connects captured correspondence and sharing decisions to evidence and authority.

Correspondence evidence

• Identify the approved record and fictional email evidence file.

What to check
Identify the correct record and the supplied fictional email evidence. These registers do not automatically connect to a mailbox. Capture only the material approved for the exercise.

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Identify the approved record and fictional email evidence file. Identify the correct record and the supplied fictional email evidence. These registers do not automatically connect to a mailbox. Capture only the material approved for the exercise. 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.

Email metadata

• Capture email metadata and sensitivity using the available register.

What to check
Record the relevant correspondence metadata and sensitivity, then check the saved link. Metadata describes the evidence; it should not substitute for the supporting correspondence file.

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Capture email metadata and sensitivity using the available register. Record the relevant correspondence metadata and sensitivity, then check the saved link. Metadata describes the evidence; it should not substitute for the supporting correspondence file. 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.

Sharing schedule

• Review the applicable information-sharing schedule and access limits.

What to check
Read the applicable sharing schedule and limits before describing permitted access. A digital grant is bounded by the relevant rules. External disclosure authority comes from organizational policy.

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Review the applicable information-sharing schedule and access limits. Read the applicable sharing schedule and limits before describing permitted access. A digital grant is bounded by the relevant rules. External disclosure authority comes from organizational policy. 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.

Disclosure register

• Record an authorized fictional disclosure with recipient/purpose/evidence.

What to check
Record the fictional recipient, purpose and evidence through the authorized register. Creating this entry is not a reason to send live correspondence during a lesson.

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Record an authorized fictional disclosure with recipient/purpose/evidence. Record the fictional recipient, purpose and evidence through the authorized register. Creating this entry is not a reason to send live correspondence during a lesson. 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.

Verify the links

• Verify the linked record and register entry without sending live correspondence.

What to check
Open the linked record and register entry to confirm identity and evidence. View and manage grants differ and depend on the installed migrations. Report missing access through the account administrator.

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Verify the linked record and register entry without sending live correspondence. Open the linked record and register entry to confirm identity and evidence. View and manage grants differ and depend on the installed migrations. Report missing access through the account administrator. 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
These are registers, not an automatic mailbox connector. Migrations 101/102 add grants beyond config/permissions.php. Validate installed grants. External disclosure authority comes from policy; do not send real messages as a training side effect.

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Consider the exception before deciding to retry. These are registers, not an automatic mailbox connector. Migrations 101/102 add grants beyond config/permissions.php. Validate installed grants. External disclosure authority comes from policy; do not send real messages as a training side effect. 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
Using fictional correspondence, identify the record, sensitivity, recipient, purpose and supporting evidence for a registered disclosure. Do not send a message.

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Now use the approved fictional example. Using fictional correspondence, identify the record, sensitivity, recipient, purpose and supporting evidence for a registered disclosure. Do not send a message. 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 preserves the correct links and authority, distinguishes registration from a mailbox connector and verifies the entry without causing a live disclosure.

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The answer should establish the following: The learner preserves the correct links and authority, distinguishes registration from a mailbox connector and verifies the entry without causing a live disclosure. 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.