Custodia Registry · LEARNING PATH

Records Clerk

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

Your path and its limits

Core guidance: C01 C02 R01 R02 R03 R05 R07 normal rollover R09 open-case G02

Optional guidance: G01/G03/G05 read tracks where granted

Role boundaries: Confidential clearance; no default import, record export, share/recall governance, manager approvals, settings

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. R01Record registrationOpen lesson →
  4. R02Digitized filesOpen lesson →
  5. R03Physical custodyOpen lesson →
  6. R05QR labelsOpen lesson →
  7. R07Volumes and transfersOpen lesson →
  8. R09Duplicate cases and bulk changesOpen lesson →
  9. G02Registry operationsOpen lesson →

Optional and specialist lessons