Ch 17: Business Records Management

About This Chapter

This chapter looks at the basics of business record management. It contains lessons that flesh out key terminology while breaking down related processes and considerations.

Business Records Management - Chapter Summary

This chapter examines core components of business records management. You'll learn about important terms to be familiar with as well as the stages and classification of business records processes and categories. Topics include all of the following:

  • Terminology and examples of records management
  • Organizational procedures related to records management
  • The definition and phases of the life cycle of a record
  • Comparing physical and electronic records management
  • Protecting record confidentiality

The dashboard feature gives you the ability to keep tabs on your recent activity and progress through the chapter. You'll also find links to relevant practice quizzes and additional courses you can use to supplement your studies on the dashboard. These quizzes can be taken as many times as you like and can be printed as worksheets for offline use.

6 Lessons in Chapter 17: Business Records Management
Test your knowledge with a 30-question chapter practice test
Records Management Basics: Terminology & Examples

1. Records Management Basics: Terminology & Examples

In this lesson, we will introduce and define several terms which are a key factor in records management such as active records, inactive records, file maintenance, HIPAA, FERPA, and others.

Records Management Process in Organizations

2. Records Management Process in Organizations

Most organizations deal with large amounts of information on a regular basis and require a records management process. Learn how a records management process assists organizations in creating, classifying, and managing their documents.

Records Life Cycle: Definition & Stages

3. Records Life Cycle: Definition & Stages

This lesson will introduce the records life cycle. We'll also go into detail about the three stages of the records life cycle: creation, maintenance, and final disposition.

Business Records Classification & Categories

4. Business Records Classification & Categories

Successful businesses have a records management system in place to keep their records current and accessible. Learn about the different categories of business records and how they are classified.

Physical & Electronic Records Management

5. Physical & Electronic Records Management

In this lesson, we will define and distinguish between physical and electronic records. We will also look at how these records are to be identified, stored, retrieved, and disposed.

Maintaining Record Confidentiality

6. Maintaining Record Confidentiality

The lesson addresses several issues pertaining to maintaining record confidentiality. This includes related laws and regulations, as well as various types of records that need to be kept secure.

Chapter Practice Exam
Test your knowledge of this chapter with a 30 question practice chapter exam.
Not Taken
Practice Final Exam
Test your knowledge of the entire course with a 50 question practice final exam.
Not Taken

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Other Chapters

Other chapters within the IAAP CAP Exam Study Guide - Certified Administrative Professional course