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Course Details

Records Management (Course Id 966)

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Author : Steven Bragg, CPA
Status : Production
CPE Credits : 3.0
IRS Credits : 0
Price : $29.95
Passing Score : 70%
Primary Subject-Field Of Study:

Business Management & Organization - Management for Course Id 966

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.

Usage Rank : 0
Release : 2016
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study.
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 07-Apr-2016
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 966

Keywords : Business Management & Organization, Records, Management, cpe, cpa, online course
Learning Objectives :

Course 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.
Course Contents :

Chapter 1 - Records Management Overview

The Need for Records

Problems Related to Records

Types of Records

Record Retention Criteria

The Record Life Cycle

Record Formats

Information Governance

The Records Management System

Review Questions

Chapter 2 - Record Storage Systems

Alphabetic Storage

Additional Alphabetic Storage Rules Personal Names

Additional Alphabetic Storage Rules Business Names

Miscellaneous Alphabetic Storage Rules

Identical Names

Government Names

Problems with Alphabetic Storage

Subject Storage

Numeric Storage

Alphanumeric Storage

Geographic Storage

Review Questions

Chapter 3 Elements of a Records Management System

Record Storage Equipment

Record Storage Supplies

Guides and Special Guides

Tabs

Folders

Additional Supplies

Record Preparation and Filing

Physical Record Requisition and Return

Record Transfers

The Records Retention Schedule

Human Resources Records Retention Schedule

Mandated Document Retention

Record Protection Measures

Record Destruction

Records Management Best Practices

Report Purge

Copy Elimination

Individual Folder Creation Policy

Record Pre-Sorting

Filing Cabinet Locations

Filing Carts

Longer Storage Intervals

Storage Improvements

Document Imaging

Document Consolidation and Clarification

The Tickler File

Mis-Filing Solutions

Practices to Avoid

Analysis of Records Management Best Practices

Review Questions

Chapter 4 - Electronic Records Management

Electronic Records Management

Directories

Metadata

Databases

Electronic Media

Electronic Records

Electronic Records Safety

Electronic Records Retention and Destruction

Catastrophic Damage Risk

Review Questions

Glossary

Business Management and Organization Course 966 Home: https://www.cpethink.com/practice-management-cpa-courses
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