Custodia Registry · LEARNING PATH
Records Manager
Follow the core sequence, then add the specialist lessons relevant to your assigned duties.
Your path and its limits
Core guidance: C01 C02 R01–R07 R09 G01–G06 V01 A04
Optional guidance: V02 only with audit/integrity grants
Role boundaries: Restricted clearance; no default Cabinet, record_import, file-plan approval, QR regeneration or technical administration
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
- C01Account securityOpen lesson →
- C02Finding recordsOpen lesson →
- R01Record registrationOpen lesson →
- R02Digitized filesOpen lesson →
- R03Physical custodyOpen lesson →
- R04Digital grants and recallsOpen lesson →
- R05QR labelsOpen lesson →
- R06Storage locationsOpen lesson →
- R07Volumes and transfersOpen lesson →
- R09Duplicate cases and bulk changesOpen lesson →
- G01Classification and file plansOpen lesson →
- G02Registry operationsOpen lesson →
- G03Retention and appraisalOpen lesson →
- G04Archive and disposal reviewOpen lesson →
- G05Email and external sharingOpen lesson →
- G06Delegated authorityOpen lesson →
- V01Reports and exportsOpen lesson →
- A04Recycle and cleanupOpen lesson →
Optional and specialist lessons
