

Records and Information Management
Presentation
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Other
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10th Grade
•
Practice Problem
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Easy
Jacquline Cummings
Used 44+ times
FREE Resource
13 Slides • 4 Questions
1
Records and Information Management

2
Information Management System
Information management system is a method of collecting, organizing, storing, preserving, and allowing the retrieval of information. Each unit of information is called a record. A document is filed as a record if it:
•Is necessary for the successful operation of the organization.
•Is required by law.
•Serves as evidence of a transaction.
3
Multiple Select
A contract is an example of a record
TRUE
FALSE
4
Processes in information management
1.Pre-sorting
2.Recording
3.Classification
4.Indexing
5.Storage
6.Preservation
7.Retrieval
8.Disposal
5
Multiple Select
Pre-sorting is the first step in processing information
TRUE
FALSE
6
Multiple Select
Indexing makes it difficult to retrieve information.
TRUE
FALSE
7
Characteristics of an information management system
•data input/data storage
•database management system
•processing: batch and real time
•retrieval of information
•compressing (zipping) files for storage
•archiving.
8
Characteristics of an effective records management system
•Access protocols
•Security: physical and password
•accountability
•expansion.
9
Electronic Records Management
Electronic records management is managing records on an electronic device such as the computer.
Processes in electronic records management: capturing, processing, storage, retrieval, disposal
Benefits of an electronic filing system:
Limitations of an electronic filing system:
10
Duties of a records management clerk
•preparing documents
•processing data
•managing records
•retrieving information/records
11
Classifications of Record Management Systems
•alphabetical
•geographical
•subject
•numerical
•chronological
12
Multiple Choice
Geographical filing is ....
arranging records in the order of the letters of the alphabet.
records arranged according to numbers
arrange records according to locations or regions
filing according to dates
13
Indexing
•out sheets
•tickler file
•card indicators
•colour coding
•searches, shared database
14
Methods and procedures for cross referencing
•Names of married women
•Hyphenated names
•Names of organizations
•Names indicated by initials
•Surnames pronounced alike but spelt differently
15
Methods and procedures for dealing with inactive files
•use of microfilming
•retention periods
•disposal of files
•archiving
• backing up to external storage media
•Electronic Documents and Records Management System
16
Legal stipulations governing access to and retention of documents
•the right of access
•limitations on the right of access
•infringement of copyright
•defamation
•breach of confidence
•secrecy provisions
•Freedom of Information Act
17
Filing equipment and supplies
•Filing cabinets and folders
•index cards
•minute sheets
•charge-out cards
•dividers
•treasury tags
•fasteners
•microfilm, microfiche
•external storage media
Records and Information Management

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