Filing and Records Management
Course Number: OS 240
Transcript Title: Filing and Records Management
Created: September 1, 2012
Updated: December 19, 2014
Total Credits: 4
Lecture Hours: 30
Lecture / Lab Hours: 20
Lab Hours: 0
Satisfies Cultural Literacy requirement: No
Satisfies General Education requirement: No
Grading options: A-F (default), P-NP, audit
Develop skills for indexing, coding, and cross-referencing documents to be filed. Includes requisitions and charge-outs, records transfer, various filing systems, and an overall view of the role of records management in business including electronic and image records. Recommended: RD 115, WR 115; and CAS 133 or CAS 140. Audit available.
Students will be able to:
- Apply basic filing rules to manage records efficiently
- Enter and sort data in an electronic database
Outcome Assessment Strategies
A letter grade will be issued for this course. Assessment tasks may include:
- Scored Assignments or Projects
- Performance Tests
- Objective Tests
Course Content (Themes, Concepts, Issues and Skills)
Themes, Concepts, Issues
- Filing Terminology
- Electronic File Management
- Filing Rules
- Filing systems:
- Filing process:
- Charge out
- Follow up
- Use terminology basic to filing functions within a records management program.
- Demonstrate application of alphabetic, numeric, subject and geographic filing rules by indexing, coding, sorting, cross referencing, and storing representative examples of business documents.
- Demonstrate processing of file requests, retrieval, charge out, and follow-up techniques by completing exercises using representative examples of business documents.
- Utilize database software to create tables, queries, and reports.
Perform the duties of a filing clerk.