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
Which international standard provides a framework for records management systems and processes?
Answer: ISO 15489
ISO 15489 is the international standard specifically for records management, covering principles, concepts, and implementation guidance.
A 'disposition authority' is best described as:
Answer: Official approval to transfer, destroy, or archive a records series
A disposition authority is the formal authorization — typically from a government body or internal governance — that permits specific disposition actions on a records series.
When a company undergoes a merger, which records lifecycle consideration is most urgent?
Answer: Identifying applicable retention schedules and legal holds across both entities
Mergers trigger legal, regulatory, and operational records obligations from both entities, making retention schedule reconciliation and hold identification the priority.
The 'active' phase of the records lifecycle is characterized by:
Answer: Regular use in day-to-day business operations
Active records are those currently in use for business purposes and typically kept in prime, accessible office storage.
Which practice helps ensure the authenticity and integrity of electronic records over time?
Answer: Applying checksums or digital signatures and logging access
Checksums detect unauthorized alteration, and audit logs track access, together supporting the authenticity and integrity of electronic records.
A records manager is asked to appraise a series for archival retention. The PRIMARY consideration is:
Answer: The evidential and informational value the records hold for future researchers and the organization
Archival appraisal weighs evidential value (documenting organizational function) and informational value (research utility) above volume or media cost.
Which statement about retention periods is CORRECT?
Answer: Retention periods are based on legal requirements, operational needs, and historical value
Retention periods are determined by analyzing applicable laws, regulatory requirements, business operational needs, and archival/historical value.