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The students will:
1. Name the two basic methods used for filing.
2. Define the terms filing and records management.
3. State why records are necessary and give examples of records
needed by businesses and individuals.
4. List and describe the stages in the life cycle of a business record.
5. Compare the Freedom of Information Act with the Privacy Act, and
state why each is important in filing.
6. Define the terms alphabetizing, indexing, caption, and unit.
7. Type or write names of individuals in indexing order on cards.
8. Prepare alphabetic cross-reference cards containing names of
individuals, and arrange them in sequence with alphabetic cards.
9. List and describe the steps in the filing process.
10. List and describe the steps for storing correspondence in an
alphabetic, subject, geopgraphic, and numerical system.
11. List the advantages and disadvantages of the alphabetic, subject,
geographic, and numerical filing systems.
12. List the kinds of filing equipment and supplies needed for each
of the filing systems.
13. List and describe the parts of a charge-out system.
14. Name three substitutes for a folder or record taken out of the file.
15. Name three sources for obtaining filing equipment and supplies.
16. Describe important physical characteristics of the file drawer.
17. Name filing accessories that are necessary or helpful to the
filing process.
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Life cycle of a business record.
1. Filing supplies and equipment.
2. Indexing rules.
3. Alphabetic filing system.
4. Subject filing system.
5. Geographic filing system.
6. Numeric filing system.
7. Charge-out system.
8. Freedom of Information Act, Privacy Act, and other government
legislation concerning records.
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1. A two-page paper on filing equipment and supplies based on a
visitation to an office supply store.
2. Completion of 12-15 jobs requiring application of the indexing
rules as they apply to the alphabetic, subject, numerical, and
geographic filing systems.
| Writing: Assessment tools that demonstrate writing skill and/or require students to select, organize and explain ideas in writing. | Writing
0 - 0% |
| None | |
| Problem solving: Assessment tools, other than exams, that demonstrate competence in computational or non-computational problem solving skills. | Problem Solving
20 - 50% |
| Homework problems, Quizzes, Exams | |
| Skill Demonstrations: All skill-based and physical demonstrations used for assessment purposes including skill performance exams. | Skill Demonstrations
0 - 0% |
| Performance exams | |
| Exams: All forms of formal testing, other than skill performance exams. | Exams
20 - 50% |
| Multiple choice, True/false, Matching items, Completion | |
| Other: Includes any assessment tools that do not logically fit into the above categories. | Other Category
0 - 0% |
| None | |
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RECORDS MANAGEMENT, 4th ed. by Johnson and Kallaus.
