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 a basic overview of records management terminology, concepts, and procedures to successfully manage records in today's offices. Regardless of the media on which the record is stored, it must be properly managed to be an asset to the organization. Another important component of a professional records management program is legality issues. A comprehensive, legally-sound records retention schedule must be developed and strictly followed so that the company is not held liable for problems that could have been avoided in the first place. This course will assist you in making those decisions based upon certain characteristics of the records. Also, you'll learn to code and file according to the rules established by the Association of Records Managers and Administrators (ARMA).

6 Months / 180 Course Hrs

Open enrollment

Offered in Partnership with your Preferred School

Purchase College, SUNY

Why this school?

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Learning Method

Instructor-led

Self-Paced. Study on your own schedule

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Records Management Certificate

Details + Objectives
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 the course is taught

Self-paced, online course
6 months to complete
Open enrollment, begin anytime
180 course hours

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

Outline

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Introduction to Records Management

Learn about the role of records management in an organization. Discuss the classifications and value of records, and how they tie into the memory of a business. Learn the life cycle of paper records and common problems faced in record management.

Indexing Rules

Understand the basics of alphabetical indexing rules. Explore the importance of filing consistency, key units of names, and general rules of filing.

Electronic File Management

Discuss electronic file management and how to stay organized in the digital age. Look over the most frequently used databases, how to organize e-commerce, and the life cycle of electronic records.

Alphabetic Records Management

Dive into the rules of alphabetical records management, equipment, and procedures. This section will cover filing and storage, straight line tabs, choosing the right equipment, and the six steps in the records management procedure.

Storing and Retrieving, and Numeric Management

Learn about the four values of records, record cycle, and common methods of records transfer. Move on to learn about the advantages and disadvantages of subject, numeric, and geographic records management.

Electronic and Image Records, Information Management

Master an understanding of magnetic and optical records, data input devices, and record safety and security. Lastly, your course will cover the elements of an RIM program, disaster recover, and records retention schedules.

Details

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
Alphabetic Indexing Rules
1. Consistency in Filing
2. Key Unit of Names
3. Rules of Filing
Electronic File Management
1. The Database
2. E-commerce
3. Life Cycle of Electronic Records
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
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
Subject, Numeric, and Geographic Records Management
1. Advantages and Disadvantages
2. Arrangement
3. Index Types
4. Coding
5. Number Types
6. Databases
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
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

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Instructors & Support

Tony Swaim

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)®.

Requirements

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 later.
Mac: OS X Snow Leopard 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. Click here to download the Acrobat Reader.
Software must be installed and fully operational before the course begins.

Other:

Email capabilities and access to a personal email account.

Instructional Materials

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

FAQs

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Can I register for a course if I am an international student?

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.

Does this course prepare for a certification?

No.

When can I start the course?

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.

How long does it take to complete this course?

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.

What if I don't have enough time to complete my course within the time frame provided?

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.

What kind of support will I receive?

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.

What happens when I complete the course?

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

Am I guaranteed a job?

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.

Can I get financial assistance?

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.

How can I get more information about this course?

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.

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Reviews

The online course offered more than I anticipated. I was very pleased with the course and instructor. I would recommend ed2go.

-N.C., Kilgore College

The course was self-paced which allowed for work/education to be completed together. Any time I had a question, it was always answered well and in a timely manner.

-A.B., University of North Florida

I liked being able to learn on my own time. Without that flexibility, I would not have been able to take the class.

-B.B., Blackhawk Technical College

Records Management Certificate

Records Management Certificate

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Details + Objectives Course Code: GES412

Outline

Instructors & Support

Requirements

FAQs

Reviews

Details + Objectives
Course Code: GES412