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Records Classification & Storage Flashcards

7 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning โ€” missed cards come back until you master them.

Read the first 7 Records Classification & Storage flashcards as text
  1. Which classification scheme uses a subject-based hierarchy with numbered subdivisions to organize records?

    Answer: Decimal classification

    Decimal classification (like the Dewey Decimal System) uses numbered subdivisions arranged in a hierarchical subject-based structure.

  2. A records manager needs to store chemical safety data sheets that must be retrieved by product name. Which primary classification method is most appropriate?

    Answer: Alphabetic by subject

    Alphabetic subject classification allows direct retrieval by product name without consulting an index.

  3. What term describes the process of physically placing a record in its designated storage location?

    Answer: Filing

    Filing is the act of physically placing or storing a record in its assigned location within a filing system.

  4. In a terminal-digit filing system with the number 24-36-15, which digits serve as the primary guide?

    Answer: 15

    In terminal-digit filing, the last group of digits (15) serves as the primary filing guide.

  5. Which storage method is most efficient for high-volume active records that require frequent retrieval by multiple staff?

    Answer: Centralized open-shelf filing

    Centralized open-shelf filing maximizes density, allows simultaneous access by multiple users, and speeds retrieval for active records.

  6. A 'tickler file' is primarily used for what records management purpose?

    Answer: Following up on pending matters by date

    A tickler file is a chronological follow-up system that reminds staff to take action on pending matters on specific future dates.

  7. What is the primary advantage of a phonetic filing system like Soundex?

    Answer: It groups names that sound alike despite different spellings

    Soundex and other phonetic systems group names with similar sounds together, improving retrieval when the exact spelling is unknown.