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Nov 23, 2024
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BOTK 2750 - Records Management
This course is designed to provide instruction and practice in indexing, coding, and cross-referencing records using alphabetic indexing rules. Emphasis will be placed on alphabetic, subject, numeric, and geographic filing. Students will review retention and transfer of records, control of requisitions and charge-outs, and selection of supplies and equipment. Electronic records, image records, and establishing a records and information management program are also discussed.
Credits: 2
Instructional Method Lecture
Minimum Student Competencies
Upon completion of BOTK 2750 Records Management, students will:
- Describe classifications of records found in an office.
- Describe the management functions necessary to operate a records management program effectively.
- List the stages in the life cycle of a record, and describe the activities in each stage.
- Describe the common problems found in records systems.
- Explain the necessity for indexing rules in alphabetic storage of names, and the importance of following these rules consistently.
- Explain the need for cross-referencing procedures.
- Prepare cross-references for business names that are divisions and subsidiaries, changed names, similar names, foreign business, and foreign government names.
- Describe the criteria for selecting storage equipment and supplies.
- Explain the three classifications of records, two transfer methods, and transfer procedures.
- Describe the process of indexing, coding, sorting, storing, and retrieving records using subject, numeric and geographic methods.
- Summarize the safety and security procedures for computer records.
- Demonstrate competency in the concepts of digital records management and the use of appropriate current software.
- Describe how a small office can control its record system.
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