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
In electronic records management, 'migration' refers to:
Answer: Transferring records to new hardware, software, or formats to ensure continued access
Migration preserves accessibility of electronic records when technology changes, and is a key lifecycle management activity for digital preservation.
Which element is essential in a certificate of destruction?
Answer: Date, method of destruction, description of records, and authorizing signature
A valid certificate of destruction provides an auditable record of what was destroyed, when, how, and by whose authority.
A records manager identifies a series with no approved schedule. The correct first step is to:
Answer: Conduct appraisal and draft a retention recommendation for approval
Unscheduled records must be appraised and scheduled through the proper approval process before any disposition action can be taken.
The concept of 'functional appraisal' evaluates records based on:
Answer: The administrative functions and activities that created them
Functional appraisal focuses on the value of the business functions documented rather than the informational content of individual records.
Which storage condition is most critical for preserving paper records long-term?
Answer: Controlled temperature and relative humidity
Stable, controlled temperature (65°F or lower) and relative humidity (30-50%) significantly slow chemical degradation of paper records.
An organization implements auto-classification software during the records capture phase. The primary benefit is:
Answer: Consistently applying metadata and retention rules at point of creation
Auto-classification at capture ensures records are consistently tagged with the correct series, retention, and access controls from the moment they enter the system.
Which scenario best illustrates 'vital records' management?
Answer: Identifying and protecting payroll records needed to resume operations after a disaster
Vital records are those essential to resume operations after a disaster — identifying and protecting them is the core of vital records management.