MAM2080 Records Management 1

Intermediate · 1 credit · BIT - Business, Admin, Finance and IT

Description: Students evaluate and demonstrate basic records management skills for a manual records system, emphasizing alphabetic coding procedures.
Prerequisite: None
Parameters: Access to a manual records system.

Outcomes The student will:

1 identify and describe basic filing and records management concepts
- 1.1 define records and explain why records are kept
- 1.2 identify a variety of records management systems
- 1.3 compare a manual filing system with an electronic records system
- 1.4 research laws regarding use of and access to records management systems
- 1.5 identify potential problems associated with records management systems
- 1.6 identify the four main types of filing methods: alphabetic, numeric, subject and geographic
- 1.7 analyze appropriate procedures for creating a records management system by:
  - 1.7.1 establishing objectives and goals
  - 1.7.2 assessing system needs for type of information and the most appropriate format for storing; e.g., centralized or decentralized, manual or electronic, filing method
- 1.8 determine the procedures for using the system; e.g., what records to keep, who will keep them, where to store, when to file, when to purge
2 demonstrate ability to organize and use an alphabetic filing and records management system
- 2.1 identify records that are managed alphabetically
- 2.2 research the steps to be completed when filing; e.g., inspecting, indexing, sorting, coding and storing
- 2.3 describe the function of cross-referencing
- 2.4 practise using the rules of alphabetic filing by indexing and filing a variety of records
- 2.5 identify and describe filing equipment and supplies necessary to create and maintain an efficient manual filing system
- 2.6 store new data or records in a filing and records management system
- 2.7 retrieve records from a manual filing system
- 2.8 analyze strategies to prevent records from being misfiled or managed
3 demonstrate basic competencies
- 3.1 demonstrate fundamental skills to:
  - 3.1.1 communicate
  - 3.1.2 manage information
  - 3.1.3 use numbers
  - 3.1.4 think and solve problems
- 3.2 demonstrate personal management skills to:
  - 3.2.1 demonstrate positive attitudes and behaviours
  - 3.2.2 be responsible
  - 3.2.3 be adaptable
  - 3.2.4 learn continuously
  - 3.2.5 work safely
- 3.3 demonstrate teamwork skills to:
  - 3.3.1 work with others
  - 3.3.2 participate in projects and tasks
4 identify possible life roles related to the skills and content of this cluster
- 4.1 recognize and then analyze the opportunities and barriers in the immediate environment
- 4.2 identify potential resources to minimize barriers and maximize opportunities