Filing and Records Management

Course Number: OS 240
Transcript Title: Filing and Records Management
Created: September 1, 2012
Updated: June 10, 2016
Total Credits: 4
Lecture Hours: 30
Lecture / Lab Hours: 20
Lab Hours: 0
Satisfies Cultural Literacy requirement: No
Satisfies General Education requirement: No
Grading options: A-F (default), P-NP, audit
Repeats available for credit: 0


RD 115, WR 115; and CAS 133 or CAS 140

Course Description

Introduces records and information management. Develops skills for indexing, coding, and cross-referencing documents to be filed. Includes requisitions and charge-outs, records transfer, and various filing systems. Addresses ethical considerations. Recommended: RD 115, WR 115; and CAS 133 or CAS 140. Audit available.

Intended Outcomes

Students will be able to:

  1. Apply basic filing rules to manage records efficiently through their life cycle including their retention, transfer and disposition.
  2. Enter and sort data in an electronic database using alphabetic, numeric, geographic and subject filing procedures.
  3. Apply ethical and legal rules and principles compatible with ARMA (Association of Records Managers and Administrators, Inc.)  to the management of records. 

Outcome Assessment Strategies

Assessments may include: open-ended assignments, journal reflections, self-assessment, professional plan, group projects, and assignments.

Course Activities and Design

Activities may include: group discussions, reflections, quizzes, key terms and assignments, observations, portfolio work collection, final exam, and individual/group report assignment.

Course Content (Themes, Concepts, Issues and Skills)

Themes, Concepts, Issues

  • Filing Terminology
  • Electronic File Management
  • Filing Rules
  • Filing systems:
    • Alphabetic
    • Numeric
    • Subject
    • Geographic
  • Filing process:
    • Request
    • Retrieve
    • Charge out
    • Follow up

Competencies, Skills

  • Use terminology basic to filing functions within a records management program.
  • Demonstrate application of alphabetic, numeric, subject and geographic filing rules by indexing, coding, sorting, cross referencing, and storing representative examples of business documents.
  • Demonstrate processing of file requests, retrieval, charge out, and follow-up techniques by completing exercises using representative examples of business documents.