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
Repeats available for credit: 0


RD 115, WR 115; and CAS 133 or CAS 140

Course Description

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.

Intended Outcomes

Students will be able to:

  1. Apply basic filing rules to manage records efficiently
  2. 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:
    • Alphabetic
    • Numeric
    • Subject
    • Geographic
  • Filing process:
    • Request
    • Retrieve
    • Charge out
    • Follow up

Competencies, Skills

  • 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.

Department Notes

Perform the duties of a filing clerk.