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
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.
Students will be able to:
- Apply basic filing rules to manage records efficiently through their life cycle including their retention, transfer and disposition.
- Enter and sort data in an electronic database using alphabetic, numeric, geographic and subject filing procedures.
- 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:
- Filing process:
- Charge out
- Follow up
- 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.