Deck 6: Storing, Retrieving, and Transferring Records

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Question
Physical records and web records, including wiki and blog records, go through the same life cycle stages. ​
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Question
The person who stores a record should also be the person who removes it from storage when it is requested. ​
Question
A commercial records center is not a storage area specifically designed for storing inactive records. ​
Question
Knowing when records have been removed from storage is not important. ​
Question
Bar code and RFID tracking is rarely incorporated into records center software. ​
Question
Using an inactive records index is part of a records center ' s control procedures. ​
Question
Wikis and blogs never include any business-related information that should be considered records. ​
Question
Records and information managers recommend using varying sizes and types of boxes when transferring inactive records to storage.
Question
A records requisition is always sent with boxes transferred to a records center. ​
Question
Documents resulting from online transactions, such as job applications, are not considered as part of a records series for retention purposes. ​
Question
The office of record maintains the official copy of a record. ​
Question
Retention periods for records are based on the type of media on which the records are stored. ​
Question
Records borrowers may request an extension if they need a record longer than one week. ​
Question
An OUT indicator is placed into a file to indicate where records were removed.
Question
Before a records inventory is conducted, the RIM manager determines the value of each record to determine its retention period. ​
Question
A records hold will result in a suspension of regularly scheduled records destruction.
Question
How accessible records should be is not crucial information when developing a records retention schedule. ​
Question
E-mail, instant, or text messages sent and/or received by an organization may be considered records or nonrecords, depending on their content. ​
Question
Inactive records do not need to be readily available. ​
Question
The name of the person that took a record from the storage system is not needed on a charge-out log. ​
Question
Records center software is designed to improve productivity and help employees provide faster service. ​
Question
A person who is educated and trained to handle archival materials is called ​

A)an archivist.
B)a certified records manager.
C)a records management supervisor.
D)Both a and b
Question
When records are no longer being requested on a regular basis and records storage space is limited,

A)more storage equipment should be purchased.
B)inactive records should be transferred to inactive records storage.
C)inactive records should be destroyed .
D)a records inventory is needed.
Question
Records analysts define three groups of records according to the degree of records activity. These three groups are

A)active, periodic, and archives.
B)active, inactive, and archives.
C)inactive, perpetual, and archives.
D)active, onsite, and archives.
Question
The categories of records values are ​

A)important, useless, and nonessential.
B)vital, important, and useless.
C)essential, important, vital, and useful .
D)nonessential, useful, important, and vital.
Question
A systematic guide for finding specific records within a larger body of information is ​

A)a records requisition.
B)a charge-out log.
C)an index.
D)an OUT guide.
Question
How often are active records transferred to inactive storage when using the periodic transfer method? ​

A)usually once or twice a month
B)every other month
C)usually once a year
D)every six months
Question
A tickler file that contains requisition forms filed by dates that records are due back in an inactive records center is a

A)charge-out and follow-up file.
B)destruction date file.
C)date index.
D)None of the above
Question
Which of the following components are part of a RFID system?

A)a transceiver/reader
B)a transfer form
C)a transponder
D)Both a and c
Question
Which of the following documents may be considered records, depending on the content?

A)e-mail and instant messages
B)Wiki and blog entries
C)job applications
D)All of the above
Question
Policies and procedures relating to what documents to keep, where to keep them and in what type of environment, and how long to keep them are the basis of a ​

A)data security plan.
B)records retention program.
C)data destruction program.
D)None of the above
Question
A pick list may accompany a records requisition when a borrower needs specific records for a project. ​
Question
A list of all records in an inactive records storage center is

A)a charge-out and follow-up file .
B)a destruction file.
C)an inactive records index.
D)None of the above
Question
An inactive records index can be manually or electronically maintained. ​
Question
When the perpetual transfer method is used, records are transferred from active to inactive storage areas at the end of a stated period of time. ​
Question
Which of the following forms is used to request a record that is out of the file?

A)OUT form
B)records retention schedule
C)requisition form
D)on-call form
Question
A detailed listing of an organization ' s records that includes the types, locations, dates, volumes, equipment, classification system, and usage data is a

A)records inventory.
B)records disposition schedule.
C)records series.
D)records retention schedule.
Question
Which transfer method is used when records are continually transferred from active to inactive storage areas whenever the records are no longer needed for reference? ​

A)periodic
B)one-period
C)perpetual
D)ongoing
Question
A requisition form is usually not needed for an authorized inspection of confidential records, but a record of the persons inspecting the records is kept. ​
Question
A tickler file containing copies of forms completed when records are received in a records center and detailing when the records are scheduled to be destroyed is

A)an index file .
B)a destruction date file.
C)an inactive records folder.
D)a charge-out log.
Question
Match between columns
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
archives
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
follow-up
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
official record
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
pick list
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
records disposition
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
records inventory
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
records series
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
requisition
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
retention period
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
retrieval
Question
Match between columns
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
archives
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
follow-up
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
official record
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
pick list
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
records disposition
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
records inventory
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
records series
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
requisition
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
retention period
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
retrieval
Question
Match between columns
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
archives
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
follow-up
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
official record
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
pick list
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
records disposition
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
records inventory
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
records series
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
requisition
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
retention period
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
retrieval
Question
Match between columns
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
archives
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
follow-up
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
official record
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
pick list
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
records disposition
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
records inventory
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
records series
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
requisition
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
retention period
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
retrieval
Question
Match between columns
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
archives
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
follow-up
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
official record
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
pick list
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
records disposition
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
records inventory
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
records series
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
requisition
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
retention period
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
retrieval
Question
Match between columns
The building or area where archival material is stored
archives
The building or area where archival material is stored
follow-up
The building or area where archival material is stored
official record
The building or area where archival material is stored
pick list
The building or area where archival material is stored
records disposition
The building or area where archival material is stored
records inventory
The building or area where archival material is stored
records series
The building or area where archival material is stored
requisition
The building or area where archival material is stored
retention period
The building or area where archival material is stored
retrieval
Question
Match between columns
The final destination of records after they have reached the end of their retention period
archives
The final destination of records after they have reached the end of their retention period
follow-up
The final destination of records after they have reached the end of their retention period
official record
The final destination of records after they have reached the end of their retention period
pick list
The final destination of records after they have reached the end of their retention period
records disposition
The final destination of records after they have reached the end of their retention period
records inventory
The final destination of records after they have reached the end of their retention period
records series
The final destination of records after they have reached the end of their retention period
requisition
The final destination of records after they have reached the end of their retention period
retention period
The final destination of records after they have reached the end of their retention period
retrieval
Question
Match between columns
A written request for a record or information from a record
archives
A written request for a record or information from a record
follow-up
A written request for a record or information from a record
official record
A written request for a record or information from a record
pick list
A written request for a record or information from a record
records disposition
A written request for a record or information from a record
records inventory
A written request for a record or information from a record
records series
A written request for a record or information from a record
requisition
A written request for a record or information from a record
retention period
A written request for a record or information from a record
retrieval
Question
Match between columns
A list used to pull records from a file for a given program or project
archives
A list used to pull records from a file for a given program or project
follow-up
A list used to pull records from a file for a given program or project
official record
A list used to pull records from a file for a given program or project
pick list
A list used to pull records from a file for a given program or project
records disposition
A list used to pull records from a file for a given program or project
records inventory
A list used to pull records from a file for a given program or project
records series
A list used to pull records from a file for a given program or project
requisition
A list used to pull records from a file for a given program or project
retention period
A list used to pull records from a file for a given program or project
retrieval
Question
Match between columns
A system for ensuring the timely and proper return of materials charged out from a file
archives
A system for ensuring the timely and proper return of materials charged out from a file
follow-up
A system for ensuring the timely and proper return of materials charged out from a file
official record
A system for ensuring the timely and proper return of materials charged out from a file
pick list
A system for ensuring the timely and proper return of materials charged out from a file
records disposition
A system for ensuring the timely and proper return of materials charged out from a file
records inventory
A system for ensuring the timely and proper return of materials charged out from a file
records series
A system for ensuring the timely and proper return of materials charged out from a file
requisition
A system for ensuring the timely and proper return of materials charged out from a file
retention period
A system for ensuring the timely and proper return of materials charged out from a file
retrieval
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Deck 6: Storing, Retrieving, and Transferring Records
1
Physical records and web records, including wiki and blog records, go through the same life cycle stages. ​
True
2
The person who stores a record should also be the person who removes it from storage when it is requested. ​
True
3
A commercial records center is not a storage area specifically designed for storing inactive records. ​
False
4
Knowing when records have been removed from storage is not important. ​
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5
Bar code and RFID tracking is rarely incorporated into records center software. ​
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6
Using an inactive records index is part of a records center ' s control procedures. ​
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7
Wikis and blogs never include any business-related information that should be considered records. ​
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8
Records and information managers recommend using varying sizes and types of boxes when transferring inactive records to storage.
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9
A records requisition is always sent with boxes transferred to a records center. ​
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10
Documents resulting from online transactions, such as job applications, are not considered as part of a records series for retention purposes. ​
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11
The office of record maintains the official copy of a record. ​
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12
Retention periods for records are based on the type of media on which the records are stored. ​
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13
Records borrowers may request an extension if they need a record longer than one week. ​
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14
An OUT indicator is placed into a file to indicate where records were removed.
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15
Before a records inventory is conducted, the RIM manager determines the value of each record to determine its retention period. ​
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16
A records hold will result in a suspension of regularly scheduled records destruction.
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17
How accessible records should be is not crucial information when developing a records retention schedule. ​
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18
E-mail, instant, or text messages sent and/or received by an organization may be considered records or nonrecords, depending on their content. ​
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19
Inactive records do not need to be readily available. ​
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20
The name of the person that took a record from the storage system is not needed on a charge-out log. ​
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21
Records center software is designed to improve productivity and help employees provide faster service. ​
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22
A person who is educated and trained to handle archival materials is called ​

A)an archivist.
B)a certified records manager.
C)a records management supervisor.
D)Both a and b
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23
When records are no longer being requested on a regular basis and records storage space is limited,

A)more storage equipment should be purchased.
B)inactive records should be transferred to inactive records storage.
C)inactive records should be destroyed .
D)a records inventory is needed.
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24
Records analysts define three groups of records according to the degree of records activity. These three groups are

A)active, periodic, and archives.
B)active, inactive, and archives.
C)inactive, perpetual, and archives.
D)active, onsite, and archives.
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25
The categories of records values are ​

A)important, useless, and nonessential.
B)vital, important, and useless.
C)essential, important, vital, and useful .
D)nonessential, useful, important, and vital.
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26
A systematic guide for finding specific records within a larger body of information is ​

A)a records requisition.
B)a charge-out log.
C)an index.
D)an OUT guide.
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27
How often are active records transferred to inactive storage when using the periodic transfer method? ​

A)usually once or twice a month
B)every other month
C)usually once a year
D)every six months
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28
A tickler file that contains requisition forms filed by dates that records are due back in an inactive records center is a

A)charge-out and follow-up file.
B)destruction date file.
C)date index.
D)None of the above
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29
Which of the following components are part of a RFID system?

A)a transceiver/reader
B)a transfer form
C)a transponder
D)Both a and c
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30
Which of the following documents may be considered records, depending on the content?

A)e-mail and instant messages
B)Wiki and blog entries
C)job applications
D)All of the above
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31
Policies and procedures relating to what documents to keep, where to keep them and in what type of environment, and how long to keep them are the basis of a ​

A)data security plan.
B)records retention program.
C)data destruction program.
D)None of the above
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32
A pick list may accompany a records requisition when a borrower needs specific records for a project. ​
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33
A list of all records in an inactive records storage center is

A)a charge-out and follow-up file .
B)a destruction file.
C)an inactive records index.
D)None of the above
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34
An inactive records index can be manually or electronically maintained. ​
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35
When the perpetual transfer method is used, records are transferred from active to inactive storage areas at the end of a stated period of time. ​
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36
Which of the following forms is used to request a record that is out of the file?

A)OUT form
B)records retention schedule
C)requisition form
D)on-call form
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37
A detailed listing of an organization ' s records that includes the types, locations, dates, volumes, equipment, classification system, and usage data is a

A)records inventory.
B)records disposition schedule.
C)records series.
D)records retention schedule.
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38
Which transfer method is used when records are continually transferred from active to inactive storage areas whenever the records are no longer needed for reference? ​

A)periodic
B)one-period
C)perpetual
D)ongoing
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39
A requisition form is usually not needed for an authorized inspection of confidential records, but a record of the persons inspecting the records is kept. ​
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40
A tickler file containing copies of forms completed when records are received in a records center and detailing when the records are scheduled to be destroyed is

A)an index file .
B)a destruction date file.
C)an inactive records folder.
D)a charge-out log.
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41
Match between columns
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
archives
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
follow-up
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
official record
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
pick list
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
records disposition
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
records inventory
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
records series
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
requisition
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
retention period
A detailed listing that could include the types, locations, dates, volume, equipment, classification systems, and usage date of an organization ' s records
retrieval
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42
Match between columns
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
archives
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
follow-up
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
official record
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
pick list
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
records disposition
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
records inventory
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
records series
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
requisition
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
retention period
The time that records must be kept according to operational, legal, regulatory, and fiscal requirements
retrieval
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43
Match between columns
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
archives
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
follow-up
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
official record
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
pick list
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
records disposition
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
records inventory
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
records series
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
requisition
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
retention period
A group of related records filed and used together as a unit and evaluated as a unit for retention purposes
retrieval
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44
Match between columns
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
archives
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
follow-up
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
official record
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
pick list
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
records disposition
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
records inventory
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
records series
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
requisition
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
retention period
A significant, vital, or important record of continuing value to be protected, managed, and retained according to established retention schedules
retrieval
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45
Match between columns
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
archives
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
follow-up
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
official record
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
pick list
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
records disposition
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
records inventory
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
records series
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
requisition
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
retention period
The process of locating and removing a record or file from storage or accessing information from stored data on a computer system
retrieval
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46
Match between columns
The building or area where archival material is stored
archives
The building or area where archival material is stored
follow-up
The building or area where archival material is stored
official record
The building or area where archival material is stored
pick list
The building or area where archival material is stored
records disposition
The building or area where archival material is stored
records inventory
The building or area where archival material is stored
records series
The building or area where archival material is stored
requisition
The building or area where archival material is stored
retention period
The building or area where archival material is stored
retrieval
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47
Match between columns
The final destination of records after they have reached the end of their retention period
archives
The final destination of records after they have reached the end of their retention period
follow-up
The final destination of records after they have reached the end of their retention period
official record
The final destination of records after they have reached the end of their retention period
pick list
The final destination of records after they have reached the end of their retention period
records disposition
The final destination of records after they have reached the end of their retention period
records inventory
The final destination of records after they have reached the end of their retention period
records series
The final destination of records after they have reached the end of their retention period
requisition
The final destination of records after they have reached the end of their retention period
retention period
The final destination of records after they have reached the end of their retention period
retrieval
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48
Match between columns
A written request for a record or information from a record
archives
A written request for a record or information from a record
follow-up
A written request for a record or information from a record
official record
A written request for a record or information from a record
pick list
A written request for a record or information from a record
records disposition
A written request for a record or information from a record
records inventory
A written request for a record or information from a record
records series
A written request for a record or information from a record
requisition
A written request for a record or information from a record
retention period
A written request for a record or information from a record
retrieval
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49
Match between columns
A list used to pull records from a file for a given program or project
archives
A list used to pull records from a file for a given program or project
follow-up
A list used to pull records from a file for a given program or project
official record
A list used to pull records from a file for a given program or project
pick list
A list used to pull records from a file for a given program or project
records disposition
A list used to pull records from a file for a given program or project
records inventory
A list used to pull records from a file for a given program or project
records series
A list used to pull records from a file for a given program or project
requisition
A list used to pull records from a file for a given program or project
retention period
A list used to pull records from a file for a given program or project
retrieval
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50
Match between columns
A system for ensuring the timely and proper return of materials charged out from a file
archives
A system for ensuring the timely and proper return of materials charged out from a file
follow-up
A system for ensuring the timely and proper return of materials charged out from a file
official record
A system for ensuring the timely and proper return of materials charged out from a file
pick list
A system for ensuring the timely and proper return of materials charged out from a file
records disposition
A system for ensuring the timely and proper return of materials charged out from a file
records inventory
A system for ensuring the timely and proper return of materials charged out from a file
records series
A system for ensuring the timely and proper return of materials charged out from a file
requisition
A system for ensuring the timely and proper return of materials charged out from a file
retention period
A system for ensuring the timely and proper return of materials charged out from a file
retrieval
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Unlock Deck
Unlock for access to all 50 flashcards in this deck.