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Explain the field of Records Management
Assessment Strategies
by answering written questions relating to the field of records management
Criteria
you examine how records are classified and used in an office
you compare early and modern records management operations
you summarize relevant legislation that affects records management
you examine the management functions necessary to operate a records management program effectively
you explore possible careers in records management
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Apply indexing rules for alphabetic filing.
Assessment Strategies
by indexing documents using alphabetic filing procedures
by coding documents using alphabetic filing procedures
by arranging documents using alphabetic filing procedures
Criteria
you index personal and business names following the alphabetic filing rules
you code personal and business names following the alphabetic filing rules
you arrange personal and business names following the alphabetic filing rules
you apply alphabetic filing procedures
you prepare cross-references for personal and business names
you arrange cross-references for personal and business names
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Analyze correspondence records storage
Assessment Strategies
by selecting equipment and supplies to set up an alphabetic filing system
by justifying the selection of equipment and supplies
Criteria
you explain terms used in correspondence records management systems
you identify the basic types of equipment and supplies for correspondence records storage
you explain considerations for selecting storage equipment and supplies
you summarize the advantages and disadvantages of the alphabetic method of records storage
you examine six types of information that should be determined before selection and design of an alphabetic records system
you explain how color can be used in correspondence records storage
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Apply procedures for storing correspondence
Assessment Strategies
by completing correspondence tasks
Criteria
you inspect correspondence
you index correspondence
you code correspondence
you sort correspondence
you cross-reference correspondence
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Demonstrate records retention, retrieval, requisition, charge-out, and transfer
Assessment Strategies
by answering questions relating to records, retention, retrieval, and transfer
Criteria
you explain the use of a records retention schedule
you explain retrieval, requisition, charge-out and follow-up procedures
you explain records activity, two transfer methods, and transfer procedures
you examine records center control procedures
you summarize records center software
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Apply indexing rules for subject filing
Assessment Strategies
by indexing documents using subject filing
by coding documents using subject filing
by arranging documents using subject filing
Criteria
you summarize subject records management
you give examples of situations and records appropriate for subject records management
you summarize advantages and disadvantages of storing and retrieving records by subject
you compare the dictionary and encyclopedic subject file arrangements
you examine the guides, folders, and labels used for subject records storage
you describe four indexes and their use for subject records management
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Apply indexing rules for geographic filing
Assessment Strategies
by indexing documents using geographic filing procedures
by coding documents using geographic filing procedures
by arranging documents using geographic filing procedures
Criteria
you explain the need for geographic records management
you identify the kinds of businesses that might use the geographic method of storage
you summarize the advantages and disadvantages of geographic records management
you compare dictionary and encyclopedic arrangements of geographic records
you explain the differences between the lettered guide plan and the location name guide plan
you examine an arrangement of guides and folders in the geographic storage method
you explain the use of an alphabetic index in the geographic storage method
you examine how indexing and coding for the geographic storage method differs from indexing and coding for the alphabetic storage method
you summarize the types of cross-references used in the geographic storage method and how they are stored
you examine the effect that e-commerce is likely to have on geographic records storage
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Apply indexing rules for numeric filing
Assessment Strategies
by indexing documents using numeric filing procedures
by coding documents using numeric filing procedures
by arranging documents according to numeric filing procedures
Criteria
you summarize numeric records management and lists three reasons for its use
you give examples of businesses that use numbers to locate records
you examine the basic components of a consecutive numbering methods
you explain the storage and retrieval procedures for a consecutive numeric method
you examine how to convert an alphabetic records arrangement to a consecutive numeric records arrangement
you compare and contrast consecutive, terminal-digit, and middle-digit numeric storage
you summarize the advantages and disadvantages of consecutive numeric records storage
you summarize chronologic records storage and explains its use
you compare and contrast block-numeric, duplex-numeric, decimal-numeric, and alphanumeric coding
you explain how computer indexes and database software can be used with numeric records management
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Select appropriate image medias for varied applications
Assessment Strategies
by determining the appropriate image media or media system to use in a given list of applications
Criteria
you identify uses for image records in organizations
you summarize four types of microforms
you examine four factors related to microfilm quality
you summarize microfilming procedures
you summarize microfilming equipment
you summarize microfilm processing and duplicating equipment and commercial imaging services
you examine microform storage, retrieval, and storage environments
you examine integrated image systems
you summarize records retention for image records
you explain how software can be used in image records systems
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Adapt electronic records to records management principles
Assessment Strategies
by preparing a list of issues that will affect access
by preparing a list of issues that will affect retrieval of electronic records
by preparing a list of issues that will affect long-term retention of electronic records
Criteria
you summarize electronic record and identify uses of electronic records
you summarize types of magnetic and optical media
you analyze the systems concept as it relates to electronic records systems
you examine indexing and retrieving electronic records
you examine electronic records issues related to records retention--duplicate records, media compatibility and stability, access, and electronic mail
you examine types of storage equipment for active and inactive electronic records
you summarize electronic records retention
you explain the need for electronic records system and network security
you summarize the need for records and information management software for electronic records
you examine emerging technologies
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Investigate security issues related to records management
Assessment Strategies
by submitting cost analysis
by preparing a list of emerging technologies
in classroom discussion
Criteria
cost analysis includes the possible costs in recovery of data
cost analysis includes the cost of replacing lost or stolen items
list includes emerging technologies for security of information
you explore the impact of keeping confidential records secure
you discuss cases in which companies have leaked confidential information