Records Management Certificate

A record is anything that provides information. A record may be on any type of media: paper or electronic, digital or analog, magnetic or optical, liquid or solid. In today's technological environment, organizations must learn how to handle records so that they can be used as needed in the future. Records must be managed from the time they are created or received through distribution, use, and maintenance, until they are finally destroyed or permanently archived.

This online course will give you...

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6 Months / 180 Course Hrs
Open Enrollment
Offered in partnership with your preferred school

George Mason University

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Course code: GES412

What you will learn

  • Understand the business and legal benefits of establishing a records retention program
  • Explain how to conduct and document legal research on federal, state, and local records retention requirements
  • Identify the various types of coding systems
  • Recommend solutions for common filing problems and for safeguarding the security and confidentiality of records
  • Identify the reasons for careful selection of records housing equipment and describe the criteria and considerations in selecting equipment
  • Explain how to establish an effective forms analysis program
  • Identify the scope and functions of mail management programs
  • Describe the principles of conservation of archival materials to ensure their permanent preservation

How you will benefit

  • Develop operational procedures for records management that adhere to legal guidelines and increase efficiency
  • Become a vital asset to employers by establishing effective records management and disposal processes
  • Set yourself apart from competitors by taking a course to refine your records management skills
  • Jump-start your career at business offices, government agencies, nonprofit groups, educational institutions, and medical facilities

How the course is taught

  • Self-paced, online course
  • 6 Months to complete
  • Open enrollment, begin anytime
  • 180 course hours
  1. What is Records Management?
    1. The Role of Records Management
    2. Classifications
    3. Value
    4. Memory of a Business
    5. Life Cycle of Paper Records
    6. Common Problems
  2. Alphabetic Indexing Rules
    1. Consistency in Filing
    2. Key Unit of Names
    3. Rules of Filing
  3. Electronic File Management
    1. The Database
    2. E-commerce
    3. Life Cycle of Electronic Records
  4. Alphabetic Records Management, Equipment, and Procedures
    1. Filing and Storage
    2. Storage Method
    3. Storage Equipment and Supplies
    4. Straight Line Tabs
    5. Choosing the Right Equipment
    6. Six Steps in the Records Management Procedure
  5. Storing, Retrieving, and Transferring Records
    1. Retention Schedule
    2. The Four Values of Records
    3. Record Cycle
    4. Common Methods of Records Transfer
    5. Software Capabilities
  6. Subject, Numeric, and Geographic Records Management
    1. Advantages and Disadvantages
    2. Arrangement
    3. Index Types
    4. Coding
    5. Number Types
    6. Databases
  7. Electronic and Image Records
    1. Magnetic and Optical Records
    2. Data Input Devices
    3. Copies
    4. Retention
    5. Records Safety and Security
    6. Microform
    7. RIM Software
  8. Records and Information Management
    1. Elements of a RIM Program
    2. Ratios
    3. Responsibilities
    4. RIM Manual
    5. Goals
    6. Disaster Recovery
    7. Knowledge Management
    8. Records Retention Schedule

Tony Swaim has helped many clients, colleagues, and students reach their professional and personal goals. He has been an online instructor since 1998 and has taught at colleges and universities across the United States since 1981. His focus areas are project management, Six Sigma, and supply chain management. Tony manages a successful consulting firm, and his industry experience includes 20 years of supply chain management. He earned a Doctorate in Business Administration from Kennesaw State University and holds professional certifications in six disciplines, including the Project Management Professional (PMP)® certification from the Project Management Institute (PMI)® and Certified Six Sigma Black Belt (CSSBB)® from the American Society for Quality (ASQ)®.

Prerequisites:

There are no prerequisites to take this course. The Records Management Online Training course is for you if you want to enhance your records management knowledge or jump-start your career in the records management profession.

Requirements:

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows 8 or newer.
  • Mac: macOS 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. The following textbooks will be shipped to you approximately 7-10 business days after enrollment:

  • Records Management
  • Study Guide

Yes, ed2go courses are completely online. However, keep in mind that not all certifying bodies or industry-specific certifications are recognized internationally. Please review your country's regulations prior to enrolling in courses that prepare for certification.

No.

This course is open enrollment, so you can register and start the course as soon as you are ready. Access to your course can take 24-48 business hours.

This course is self-paced and open enrollment, so you can start when you want and finish at your own pace. When you register, you'll receive six (6) months to complete the course.

The time allotted for course completion has been calculated based on the number of course hours. However, if you are unable to complete the course, contact your Student Advisor to help you work out a suitable completion date. Please note that an extension fee may be charged.

You may be assigned with an instructor or team of industry experts for one-on-one course interaction. Your support will be available (via email) to answer any questions you may have and to provide feedback on your performance. All of our instructors are successful working professionals in the fields in which they teach. You will be assigned to an Advisor for academic support.

Upon successful completion of the course, you will be awarded a Certificate of Completion.

This course will provide you with the skills you need to obtain an entry-level position in most cases. Potential students should always do research on the job market in their area before registering.

This course is non-credit, so it does not qualify for federal aid, FAFSA and Pell Grant. In some states, vocational rehab or workforce development boards will pay for qualified students to take our courses. Additionally, some students may qualify for financial assistance when they enroll, if they meet certain requirements. Financing is available from select schools. Learn more about financial assistance.

If you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the "Contact Us" form.