Records Lifecycle Management Flashcards
7 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 7 Records Lifecycle Management flashcards as text
When applying a retention schedule, a 'trigger event' approach means the retention period starts when:
Answer: A specific event such as contract expiration occurs
Trigger-event retention ties the start of the retention clock to a meaningful business event rather than a fixed calendar date.
Which disposition method is most appropriate for records containing sensitive personal information?
Answer: Cross-cut shredding or secure destruction
Sensitive records must be destroyed in a manner that prevents reconstruction, and the destruction should be documented for compliance.
An organization's records continuum model differs from the lifecycle model primarily in that it:
Answer: Views records as existing in multiple simultaneous dimensions rather than sequential phases
The continuum model, developed in Australia, treats records as having plural, overlapping dimensions (creation, capture, organization, pluralization) rather than linear phases.
What is the primary purpose of a records inventory?
Answer: To identify what records exist, where they are, and their retention requirements
A records inventory is the foundation for building retention schedules and managing the lifecycle of all record series.
The principle of 'original order' in archival management means:
Answer: The arrangement established by the creator should be preserved
Original order preserves the creator's filing arrangement, maintaining context and evidential value of the records.
Which factor most directly influences the frequency of transferring records from active to semi-active storage?
Answer: The volume of records and reference activity rates
Records should move to semi-active storage when reference drops below a threshold that justifies prime office space costs.
A 'records series' is best defined as:
Answer: A group of related records arranged under a single filing system or kept together as a unit
A records series is the basic unit for retention scheduling — a group of related records with the same function, form, and retention period.