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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 distinguishes duplicate governance from arbitrary deletion and verifies bulk scope.

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Our audience is Clerks may open cases; managers/directors review and govern. Before the demonstration, confirm these prerequisites: C01, C02; fictional training record and approved account. The action-level access conditions are: record_duplicate_* action grants; record_bulk_action plus per-action grants. Check the actual account and record state. The goal is not simply to find a button: Learner distinguishes duplicate governance from arbitrary deletion and verifies bulk scope.

Open a duplicate case

• Open a suspected duplicate case without deleting either record.

What to check
A suspected duplicate needs evidence and a governed case. Do not delete either record simply because the titles look alike. Record the identifiers and why you believe they refer to the same material.

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Open a suspected duplicate case without deleting either record. A suspected duplicate needs evidence and a governed case. Do not delete either record simply because the titles look alike. Record the identifiers and why you believe they refer to the same material. 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.

Assignment and review

• Assign and review evidence using the permitted case stage.

What to check
Work within the current case stage and your assigned authority. Compare the evidence before recommending an outcome. Permission to open a case is not permission to approve retirement.

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Assign and review evidence using the permitted case stage. Work within the current case stage and your assigned authority. Compare the evidence before recommending an outcome. Permission to open a case is not permission to approve retirement. 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.

Authorized decision

• Submit for approval and record the authorized decision.

What to check
Submit the case for its required decision and inspect the resulting state. Approval and rejection preserve an explanation. Follow the governed retirement route rather than treating it as ordinary deletion.

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Submit for approval and record the authorized decision. Submit the case for its required decision and inspect the resulting state. Approval and rejection preserve an explanation. Follow the governed retirement route rather than treating it as ordinary deletion. 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.

Bulk selection scope

• In Records, compare current-page selection with all-matching count before a practice bulk physical-status correction.

What to check
Compare selected rows on the current page with an all-matching selection. Read the total before a practice physical-status correction. A broad filter can select more records than are currently visible.

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In Records, compare current-page selection with all-matching count before a practice bulk physical-status correction. Compare selected rows on the current page with an all-matching selection. Read the total before a practice physical-status correction. A broad filter can select more records than are currently visible. 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.

Results and exclusions

• Inspect result/skipped counts and movement notes; retain governed records unchanged.

What to check
Inspect success and skipped counts with movement notes. A physical-status correction does not update digitization progress. Respect custody, clearance and retention exclusions rather than retrying them through a bypass.

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Inspect result/skipped counts and movement notes; retain governed records unchanged. Inspect success and skipped counts with movement notes. A physical-status correction does not update digitization progress. Respect custody, clearance and retention exclusions rather than retrying them through a bypass. 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 status correction does not change digitization status. Restricted, custody-locked or retained records can be excluded. Do not retry skipped rows through a bypass.

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Consider the exception before deciding to retry. Physical status correction does not change digitization status. Restricted, custody-locked or retained records can be excluded. Do not retry skipped rows through a bypass. 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
Review two similarly titled fictional records and propose a duplicate case. Explain the difference between current-page and all-matching selection, then interpret a skipped-row result.

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Now use the approved fictional example. Review two similarly titled fictional records and propose a duplicate case. Explain the difference between current-page and all-matching selection, then interpret a skipped-row result. 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 both records pending review, identifies the right decision owner, confirms selection scope and explains exclusions without claiming all rows changed.

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The answer should establish the following: The learner preserves both records pending review, identifies the right decision owner, confirms selection scope and explains exclusions without claiming all rows changed. 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.