Custodia Registry · LEARNING PATH

Director

Follow the core sequence, then add the specialist lessons relevant to your assigned duties.

Your path and its limits

Core guidance: C01 C02 R03–R09 G01–G06 V01 V02

Optional guidance: R01 R02 D01 as duties require; A02 health orientation; A04

Role boundaries: Cabinet clearance and oversight; no default user/role/settings/backup management or QR regeneration

Learning a task does not grant application access. Follow your actual permissions and assigned responsibilities; some lessons include actions reserved for other roles.

Core learning sequence

  1. C01Account securityOpen lesson →
  2. C02Finding recordsOpen lesson →
  3. R03Physical custodyOpen lesson →
  4. R04Digital grants and recallsOpen lesson →
  5. R05QR labelsOpen lesson →
  6. R06Storage locationsOpen lesson →
  7. R07Volumes and transfersOpen lesson →
  8. R08Metadata importOpen lesson →
  9. R09Duplicate cases and bulk changesOpen lesson →
  10. G01Classification and file plansOpen lesson →
  11. G02Registry operationsOpen lesson →
  12. G03Retention and appraisalOpen lesson →
  13. G04Archive and disposal reviewOpen lesson →
  14. G05Email and external sharingOpen lesson →
  15. G06Delegated authorityOpen lesson →
  16. V01Reports and exportsOpen lesson →
  17. V02Audit and integrityOpen lesson →

Optional and specialist lessons