BT 128 Records Management

Lecture Hours: 3
Credits: 3

Presents principles and procedures for efficient organization and control of business records. Covers the management of creation, maintenance, storage, and disposition of records. Includes practice in alphabetic and numeric filing systems of correspondence and other papers. Includes exploring, organizing, and managing electronic records and files within operating systems currently being used in business and industry.

Student Learning Outcomes:

Describe the role of records and file management in the business world.
Identify the basic principles and be able to apply efficient procedures in the creation, use, maintenance, and disposition of records and information in the contemporary office.
Perform entry-level filing jobs in the clerical area.
File correspondence and other papers accurately and neatly according to a standard set of filing rules using the alphabetic and numeric filing methods.
Identify and perform the correct procedures for filing and retrieving office records.
Use system software tools to name, rename, copy, move, and delete files and folders in order to organize and manage electronic records.
Use software apps to customize and streamline business processes.

Content Outline

Introduction to Records Control
- The importance of records control
- Career opportunities in records control
- Understanding records control
Filing Systems
- Alphabetic indexing and filing
  - Cards
    - Personal and business names
    - Government names
  - Correspondence
    - Key words
    - Use of color
- Numeric filing
Records Storage and Retrieval
- Storage equipment and supplies
- Requisition, charge out, and follow-up
- Records transfer, storage, and disposition
Records Control
- Records retention plan
- Records safety and security
Exploring Operating System File Management Tools
Managing Files and Folders
Using and Customizing Software Apps