Records Management Certificate with Microsoft Office Specialist 2019 (Vouchers Included)

The Records Management section of this course will teach you how to establish and administer a records management program. You'll learn records management terminology, concepts, and procedures needed to successfully manage records in today's offices. You will also gain key skills for coding and filing while adhering to the rules established by the Association of Records Managers and Administrators (ARMA).

The Microsoft Office Specialist section of the course will prepare you for the Microsoft...

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12 Months / 515 Course Hrs
Open Enrollment
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George Mason University

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Records Management Certificate with Microsoft Office Specialist 2019 (Vouchers Included)

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Course code: GES2077

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
  • Learn essential skills required of the Microsoft Office 2019 suite including Word, Excel, PowerPoint, Access, and Outlook
  • Know how to create and edit a Word document
  • Present information in a compelling way via Excel or PowerPoint
  • Manage databases and improve efficiency using Access
  • Send messages, manage calendars, and collaborate with coworkers across Outlook

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
  • Prepare to take the Microsoft Office Specialist Certification exams Word, Excel, PowerPoint, Outlook, and Access
  • Learn how to efficiently use the Microsoft Office suite and take these skills with you to any workplace
  • Develop your professional communication skills and understand office etiquette
  • Understand the best ways to create and send information or data for the most impact

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
  • Explain how to establish an effective forms analysis program
  • Describe the principles of conservation of archival materials to ensure their permanent preservation
  • Learn essential skills required of the Microsoft Office 2019 suite including Word, Excel, PowerPoint, Access, and Outlook

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
  • Prepare to take the Microsoft Office Specialist Certification exams Word, Excel, PowerPoint, Outlook, and Access
  • Learn how to efficiently use the Microsoft Office suite and take these skills with you to any workplace

How the course is taught

  • Self-paced, online course
  • 12 Months to complete
  • Open enrollment, begin anytime
  • 515 course hours

Microsoft Office Specialist 2019 (MOS) Certification Training

  1. Microsoft Word 2019
    1. Introduction to Microsoft Word 2019
      1. Creating a Microsoft Word Document
      2. The Ribbon
      3. The File Tab
      4. The Quick Access Toolbar
      5. Formatting Microsoft Word Documents
      6. Editing Documents
      7. Finalizing Microsoft Word Documents
      8. Introduction to Microsoft Word 2019 Exam
    2. Intermediate Microsoft Word 2019
      1. Advanced Formatting
      2. Working with Tables
      3. Working with Images
      4. Page Layout
      5. Working with Illustrations
      6. Viewing Your Document(s)
      7. Intermediate Microsoft Word 2019 Exam
    3. Advanced Microsoft Word 2019
      1. Working with Long Documents
      2. Reviewing and Collaborating on Documents
      3. Comparing and Combining Documents
      4. Managing Mailings
      5. Protecting Documents
      6. Random Useful Items
      7. Advanced Microsoft Word 2019 Exam
    4. Microsoft Word 2019 Final Exam
  2. Microsoft Excel 2019
    1. Introduction to Microsoft Excel 2019
      1. Creating a Microsoft Excel Workbook
      2. The Ribbon
      3. The Backstage View (The File Menu)
      4. Entering Data in Microsoft Excel Worksheets
      5. Formatting Microsoft Excel Worksheets
      6. Using Formulas in Microsoft Excel
      7. Working with Rows and Columns
      8. Editing Worksheets
      9. Finalizing Microsoft Excel Worksheets
      10. Introduction to Microsoft Excel 2019 Exam
    2. Intermediate Microsoft Excel 2019
      1. Advanced Formulas
      2. Working with Lists
      3. Working with Illustrations
      4. Visualizing Your Data
      5. Working with Tables
      6. Advanced Formatting
      7. Intermediate Microsoft Excel 2019 Exam
    3. Advanced Microsoft Excel 2019
      1. Using Pivot Tables
      2. Auditing Worksheets
      3. Data Tools
      4. Working with Others
      5. Recording and Using Macros
      6. Random Useful Items
      7. Advanced Microsoft Excel 2019 Exam
    4. Microsoft Excel 2019 Final Exam
  3. Microsoft PowerPoint 2019
    1. Introduction to Microsoft PowerPoint 2019
      1. Creating a PowerPoint Presentation
      2. The Ribbon
      3. The Quick Access Toolbar
      4. The Backstage View (The File Menu)
      5. Formatting Microsoft PowerPoint Presentations
      6. Working with Images
      7. Working with Tables and Charts
      8. Finalizing Microsoft PowerPoint Presentations
      9. Introduction to Microsoft PowerPoint 2019 Final Exam
    2. Advanced Microsoft PowerPoint 2019
      1. Customizing Presentations
      2. Presentation Masters
      3. Working with Special Effects
      4. Using SmartArt
      5. Multimedia
      6. Setting Up the Slide Show
      7. Outlines and Slides
      8. Managing Multiple Presentations
      9. Sharing and Securing a Presentation
      10. Advanced Microsoft PowerPoint 2019 Final Exam
    3. PowerPoint 2019 Final Exam
  4. Microsoft Outlook 2019
    1. Introduction to Microsoft Outlook 2019
      1. The Outlook 2019 Interface
      2. Performing Popular Tasks in Outlook 2019
      3. Working with Messages
      4. Working with the Calendar
      5. Organizing Contacts
      6. Introduction to Microsoft Outlook 2019 Exam
    2. Advanced Microsoft Outlook 2019
      1. Working with Tasks and Notes
      2. Using Signature and Themes
      3. Managing Your Inbox
      4. Working with Multiple Email Accounts
      5. Advanced Microsoft Outlook 2019 Exam
    3. Microsoft Outlook Final Exam
  5. Microsoft Access 2019
    1. Introduction to Microsoft Access 2019
      1. Quick Overview of the Access User Interface
      2. Fundamentals
      3. Tables and Their Views
      4. Tables
      5. Queries
      6. Forms
      7. Reports
      8. Introduction to Microsoft Access 2019 Final Exam
    2. Advanced Microsoft Access 2019
      1. Relationships
      2. Queries
      3. Table Functions
      4. Forms
      5. Reports
      6. Macros
      7. Completing the Desktop Application
      8. Advanced Microsoft Access 2019 Final Exam
    3. Microsoft Access Final Exam

Records Management Certificate

  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)®.

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

There are no prerequisites to take this course. However, you should be comfortable using a personal computer and be familiar with operating Windows Office software.

Requirements:

Hardware Requirements:

  • This course must be taken on a PC. Macs are not compatible.

Software Requirements:

  • Windows 10 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Microsoft Word, Excel, PowerPoint, Outlook and Access 2019 (not included in enrollment). While Microsoft Word, Excel, PowerPoint, Outlook and Access 2019 is ideal, you can download the desktop versions that come with Microsoft 365. Please note that there may be some differences between your version of these programs and what you see in the course.
  • 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.

Yes, you will be prepared for the Microsoft Office Specialist (MOS) certification exams: Word, Excel, PowerPoint, Outlook, and Access.

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

After you register, you will receive 12 months to complete the course. The time allotted for completion has been calculated based on the number of course hours.

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 will be charged. If you are funded through a third-party organization, approval may also be required.

The course instructor will be available by email to answer any questions you may have and to provide feedback on your performance. Occasionally, your course may be supported by a team of industry experts. You will also be assigned a Student Advisor for academic support.

Upon successfully passing the final exam, you will be awarded a certificate of completion from the school or organization that you registered through.

ed2go courses will help you gain the skills you need to obtain an entry-level position in most cases. However, you should always research the job market in your area before enrolling.

ed2go courses are non-credit, so they do not qualify for federal aid, FAFSA, and Pell Grant. In some states, vocational rehab or workforce development boards may provide funding to take our courses. Additionally, you may qualify for financial assistance if you meet certain requirements. 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."