Records Management Certificate

The Records Management Online Training Program will give you an introduction to the profession of records and information management
Temecula, CA P.O. Box 760,, Temecula, CA 92593
(951) 9723600

Course at a Glance

Mode of learning : Online - Instructor Lead(LVC)

Domain / Subject : General/Others

Function : General

Trainer name : Dr. Gail Brostrom

Duration : 300 Hours

Difficulty : Medium

About the course

This power-packed program will teach you how to manage electronic records and conquer the paper pile-up. The Records Management Online Training Program will give you an introduction to the profession of records and information management. It focuses on establishing and managing successful organization-wide records management programs.


Upon successful completion of this program, you'll be able to:

  • 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
  • Establish guidelines for developing vital records operating procedures
  • 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
  • Outline policies and procedures for establishing a records disposal system for a records center
  • Describe the principles of conservation of archival materials to ensure their permanent preservation

Course Extention

Upon registering, you're given an initial six months to complete the program. Should you need more time, you may request a six-month extension at no additional charge.

Computer Requirements:

This program is compatible with the Windows XP and later operating systems and IE 7 and later browsers. This program can be taken on either a Mac or a PC. Your computer will need to have an Internet connection and e-mail capabilities. Adobe Flash Player and Adobe Acrobat Reader are required for this program.

Course eligibility


There are no specific prerequisites for this program. The Records Management Online Training Program is for you if you want to enhance your records management knowledge or jump-start your career in the records management profession.

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Course Content

  • What is Records Management?
    • The Role of Records Management
    • Classifications
    • Value
    • Memory of a Business
    • Life Cycle of Paper Records
    • Common Problems
  • Alphabetic Indexing Rules
    • Consistency in Filing
    • Key Unit of Names
    • Rules of Filing
  • Electronic File Management
    • The Database
    • E-commerce
    • Life Cycle of Electronic Records
  • Alphabetic Records Management, Equipment, and Procedures
    • Filing and Storage
    • Storage Method
    • Storage Equipment and Supplies
    • Straight Line Tabs
    • Choosing the Right Equipment
    • Six Steps in the Records Management Procedure
  • Storing, Retrieving, and Transferring Records
    • Retention Schedule
    • The Four Values of Records
    • Record Cycle
    • Common Methods of Records Transfer
    • Software Capabilities
  • Subject, Numeric, and Geographic Records Management
    • Advantages and Disadvantages
    • Arrangement
    • Index Types
    • Coding
    • Number Types
    • Databases
  • Electronic and Image Records
    • Magnetic and Optical Records
    • Data Input Devices
    • Copies
    • Retention
    • Records Safety and Security
    • Microform
    • RIM Software
  • Records and Information Management
    • Elements of a RIM Program
    • Ratios
    • Responsibilities
    • RIM Manual
    • Goals
    • Disaster Recovery
    • Knowledge Management
    • Records Retention Schedule


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