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CCAO-F · Domain 5 of 7 · 4 lessons · about 76 min
Domain 5: Configuration and Knowledge Management
Setting Claude up for repeated work: Project instructions and knowledge, uploads versus connectors, system-level instructions, and upkeep. 12% of CCAO-F.
This domain is 12% of CCAO-F, about 7 of the 60 questions. It is about the setup that sits behind every conversation: what Claude is told before you type, and what it can read.
The vocabulary: a Project is a workspace with its own chats, its own instructions (standing guidance that applies to every chat in it) and its own knowledge (files you upload for Claude to draw on). A connector links Claude to a tool you already use, such as Google Drive or Gmail, so it can read current information there instead of a copy you uploaded. System-level instructions, in this guide, means guidance that applies across conversations, set at the level of a Project, your profile or your organisation.
The recurring test: durable guidance goes in the configuration; one-off detail goes in the prompt. Tone, audience, rules and review steps belong in instructions because they apply every time. This week's figures or a single unit's topic do not, and when they get into the instructions they leak into unrelated work. The second half of the test is upkeep: a configuration is only as good as its most outdated file.
What the exam guide tests
The official CCAO-F guide lists 4 objectives for this domain. Exam questions are written against them, and so are the lessons: each row says where it is covered.
| # | Objective | Lesson |
|---|---|---|
| 5.1 | Configure Claude Projects with instructions and knowledge sources | 5.1 |
| 5.2 | Manage uploaded knowledge and connectors (e.g., Google Drive, Gmail) | 5.2 |
| 5.3 | Create effective system-level instructions | 5.3 |
| 5.4 | Inform, maintain, and update Claude configurations, knowledge sources, and instructions | 5.4 |
Lessons
- 5.1 Configuring a Claude Project: instructions and knowledgeWhat belongs in a Claude Project's instructions and knowledge, what stays in the prompt, and how to test and share a Project before a team relies on it.19 min
- 5.2 Uploads and connectors: managing what Claude can readWhen to upload a file and when to connect Google Drive or Gmail, what a connector can reach, and how to keep Claude's sources approved, current and scoped.18 min
- 5.3 Writing effective system-level instructionsHow to write standing instructions for Claude: which layer each rule belongs in, what to leave out, how to handle conflicts, and how to test before rollout.20 min
- 5.4 Keeping instructions and knowledge currentWhy a Claude Project drifts out of date, and how to replace superseded files, stage future ones, retest after each change and tell the people who use it.19 min
Practice question
From the CCAO-F bank, tagged to this domain. Every answer option is explained. Nothing is stored, nothing to sign up for.
42 CCAO-F questions on this domain, free
The domain quiz in the question bank draws 10 random questions from the 42 tagged to Configuration and Knowledge Management, scores them and explains every option. Repeat it until the weak spots are gone, then sit the 60-question timed simulator.
Open the CCAO-F question bank → Start lesson 5.1 →
The question bank is free. It asks for an account only because the quiz engine has to store answers to score them and show which domains are weak. The questions on this page need nothing.