Examination Outline

Examination Parts I to V — Major Subjects

This outline is provided as a study guide for Parts 1 through 5 of the CRM examination. The outline is not exhaustive nor will all topics in the outline be included in each exam cycle. Technology infrastructure is covered in Part V. The application of technology to manage records and information is covered in Parts I through V.

Part I: Management Principles and the Records Management Program

1. Principles of Management
2. Human Resources/Staffing
3. Methodologies
4. Financial Considerations
5. Planning
6. Additional RIM Program Components
7. Directing and Monitoring a Records Management Program
8. Ethical Responsibilities
9. Global Concerns of a RIM Program

Part II: Records Creation and Use

1. Creating Records and Information
2. Information Capture and Use
3. Legal Compliance
4. Risk Assessment
5. Information Security
6. Electronic Communications
7. RIM-related Business Activities

Part III: Records Systems, Storage, and Retrieval

1. Basic Concepts
2. Filing Systems
3. File System Design Records
4. Indexing and Retrieval
5. File Conversions
6. Records Storage Facilities
7. G. Records Centers Operations
8. Commercial Records Centers

Part IV: Records Appraisal, Retention, Protection, and Disposition

1. Records Inventory
2. Records Appraisal
3. Retention Schedule Creation
4. Retention Schedule
5. Implementation Retention Schedule Administration
6. Vital Records
7. Program Business Continuity
8. Archives

Part V: Technology

1. System Life Cycle
2. Architecture and Infrastructure
3. Life-Cycle Management
4. Imaging Technologies
5. Programs and Applications

Click here for the Handbook(in Adobe PDF)

Study Bibliography

ICRM Bibliography Link