This comprehensive online course will help you establish a successful records management program, including electronic, magnetic, and paper media.
What you will learn
- Understand the business and legal benefits of establishing a records retention program
- Explain how to conduct and document legal research on federal, state, and local records retention requirements
- Identify the various types of coding systems
- Recommend solutions for common filing problems and for safeguarding the security and confidentiality of records
- Identify the reasons for careful selection of records housing equipment and describe the criteria and considerations in selecting equipment
- Explain how to establish an effective forms analysis program
- Identify the scope and functions of mail management programs
- Describe the principles of conservation of archival materials to ensure their permanent preservation
How you will benefit
- Develop operational procedures for records management that adhere to legal guidelines and increase efficiency
- Become a vital asset to employers by establishing effective records management and disposal processes
- Set yourself apart from competitors by taking a course to refine your records management skills
- Jump-start your career at business offices, government agencies, nonprofit groups, educational institutions, and medical facilities
- This course can be taken on either a PC or Mac.
- PC: Windows 8 or newer.
- Mac: OS X Snow Leopard 10.6 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
- Adobe Acrobat Reader. Click here to download the Acrobat Reader.
- Software must be installed and fully operational before the course begins.
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment. The following textbooks will be shipped to you approximately 7-10 business days after enrollment:
- Records Management
- Study Guide
A record is anything that provides information. A record may be on any type of media: paper or electronic, digital or analog, magnetic or optical, liquid or solid. In today's technological environment, organizations must learn how to handle records so that they can be used as needed in the future. Records must be managed from the time they are created or received through distribution, use, and maintenance, until they are finally destroyed or permanently archived.
This online course will give you a basic overview of records management terminology, concepts, and procedures to successfully manage records in today's offices. Regardless of the media on which the record is stored, it must be properly managed to be an asset to the organization. Another important component of a professional records management program is legality issues. A comprehensive, legally-sound records retention schedule must be developed and strictly followed so that the company is not held liable for problems that could have been avoided in the first place. This course will assist you in making those decisions based upon certain characteristics of the records. Also, you'll learn to code and file according to the rules established by the Association of Records Managers and Administrators (ARMA).
- What is Records Management?
- The Role of Records Management
- Memory of a Business
- Life Cycle of Paper Records
- Common Problems
- Alphabetic Indexing Rules
- Consistency in Filing
- Key Unit of Names
- Rules of Filing
- Electronic File Management
- The Database
- Life Cycle of Electronic Records
- Alphabetic Records Management, Equipment, and Procedures
- Filing and Storage
- Storage Method
- Storage Equipment and Supplies
- Straight Line Tabs
- Choosing the Right Equipment
- Six Steps in the Records Management Procedure
- Storing, Retrieving, and Transferring Records
- Retention Schedule
- The Four Values of Records
- Record Cycle
- Common Methods of Records Transfer
- Software Capabilities
- Subject, Numeric, and Geographic Records Management
- Advantages and Disadvantages
- Index Types
- Number Types
- Electronic and Image Records
- Magnetic and Optical Records
- Data Input Devices
- Records Safety and Security
- RIM Software
- Records and Information Management
- Elements of a RIM Program
- RIM Manual
- Disaster Recovery
- Knowledge Management
- Records Retention Schedule
Tony Swaim has helped many clients, colleagues, and students reach their professional and personal goals. He has been an online instructor since 1998 and has taught at colleges and universities across the United States since 1981. His focus areas are project management, Six Sigma, and supply chain management. Tony manages a successful consulting firm, and his industry experience includes 20 years of supply chain management. He earned a Doctorate in Business Administration from Kennesaw State University and holds professional certifications in six disciplines, including the Project Management Professional (PMP)® certification from the Project Management Institute (PMI)® and Certified Six Sigma Black Belt (CSSBB)® from the American Society for Quality (ASQ)®.