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Records Management

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Course Description

The Records Management course describes the types of records, the record life cycle, record formats, and the concept of information governance. The course then delves into the use of alphabetic storage, numeric storage, and geographic storage, along with a variety of records management best practices and a discussion of records retention. The course concludes with coverage of electronic records management, including such topics as the different types of electronic media, record safety, and the mitigation of catastrophic record damage. The course is intended for anyone who wants a solid grounding in the concepts of record management.

Learning Objectives

Identify the different types of records. Note the different components of a records management system. Recognize the steps used to store a record under the alphabetic storage system. Recall the rules that apply to sorting and cross-referencing names. Note the characteristics of the different types of record storage systems. Identify the characteristics of the different types of record storage equipment and supplies. Recall the forms and logs used in a records management system. Identify the criteria used to retain records for differing periods of time. Note the methods used to optimize a directory structure. Recognize the types of metadata that may be associated with a record. Chapter 1 Records Management Overview Identify the different types of records. Note the different components of a records management system. Chapter 2 Record Storage Systems Recognize the steps used to store a record under the alphabetic storage system. Recall the rules that apply to sorting and cross-referencing names. Note the characteristics of the different types of record storage systems. Chapter 3 Elements of a Records Management System Identify the characteristics of the different types of record storage equipment and supplies. Recall the forms and logs used in a records management system. Identify the criteria used to retain records for differing periods of time. Chapter 4 Electronic Records Management Note the methods used to optimize a directory structure. Recognize the types of metadata that may be associated with a record.

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Learning Format 3.0 Hours
Self-Study / On-Demand

Credit Type(s)
Business Mgmt & Org Other

Knowledge Level
Overview