CRM Technology & Information Systems Flashcards
6 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 CRM Technology & Information Systems flashcards as text
What is an Electronic Document and Records Management System (EDRMS) primarily designed to do?
Answer: Capture, store, manage, and provide access to electronic records throughout their lifecycle
An EDRMS captures, stores, manages, and provides access to electronic records throughout their entire lifecycle from creation to disposition.
Which metadata element is considered most critical for locating a specific record within an EDRMS?
Answer: Unique record identifier or document ID
A unique record identifier or document ID is the most critical metadata element because it enables precise, unambiguous retrieval of a specific record.
In records management technology, what does 'migration' refer to?
Answer: Transferring records from one system or format to another while preserving their integrity
Migration in records management refers to transferring records from one system or format to another while preserving their authenticity, integrity, and accessibility.
What is the primary purpose of audit trails in an electronic records management system?
Answer: To track and document all actions taken on records for accountability and legal defensibility
Audit trails track and document all actions taken on records, providing accountability and legal defensibility by showing who accessed, modified, or deleted records and when.
Which standard provides guidance for managing electronic records and is widely referenced in US federal records management?
Answer: DoD 5015.2 Design Criteria Standard for Electronic Records Management
DoD 5015.2 is the Design Criteria Standard for Electronic Records Management Software Applications widely referenced in US federal and broader records management.
What is 'system interoperability' in the context of records management technology?
Answer: The ability of different systems to exchange and use records and information effectively
System interoperability is the ability of different records management systems to exchange and use records and information effectively, enabling seamless integration across platforms.