records management

A tickler system is devised to:

• Make sure you work more quickly

• Remind you about things to check

• Make you laugh

• Help you find what you need

You keep your customer records in alphabetical order by name. Documents about Professor John McKay should be filed under:

• P

• J

• M

• K

A business that could find geographical filing helpful is:

I. A pan-caribbean company with offices in many territories

II. A large school or college

III. an exporter who operates on a global scale

IV. A multinational banking corporation

• I, II and III only

• I, II and IV only

• I, III and IV only

• all of the above

A customer, Krissa Ali, has written to inform the company that she is now married and that her new name is Krissa Mohammed. You must:

• set up a subject system

• send out a letter of congratulations

• cross-reference her names

• take no action

Miss Shaw requested and received the Harvey's Sales Contract from the Loans and Agreements file. The file clerk placed an item in its place within the folder. This is:

• a tickler card

• an index card

• a routing slip

• an out card

Records management is the systematic control of records, from the creation or receipt of the record to its final disposition.

• True

• False

Documents that have no value to the organization are still considered records and should be kept.

• True

• False

For chronological filing, physical records are arranged by reverse date order within a file folder.​

• True

• False

If you last visited your dentist's office ten years ago, what type of record would that be considered as?

• confidential

• inactive

• open

• active

What is filling?

• the process of finding records and or information

• retrieving the collections of brochure

• the action of arranging records in a predetermined sequence

• sorting the books