CRM Technology & Systems Management Flashcards
6 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 6 CRM Technology & Systems Management flashcards as text
When selecting a records management software system, which factor is MOST important from a records management perspective?
Answer: Compliance with recognized records management standards such as DoD 5015.2 or ISO 16175
Compliance with recognized standards like DoD 5015.2 or ISO 16175 is most important because it ensures the system meets functional requirements for managing records properly.
What is 'data normalization' in the context of records management databases?
Answer: Organizing data to reduce redundancy and improve data integrity across tables
Data normalization organizes data in a database to reduce redundancy and improve data integrity by structuring tables to minimize duplication.
In an electronic records environment, what does 'disposition' typically involve?
Answer: Executing the final action on a record per its retention schedule, such as deletion or transfer to archives
Disposition involves executing the final action on a record per its retention schedule, which may include deletion, destruction, or transfer to archival storage.
What is the primary purpose of a 'records inventory' in relation to systems management?
Answer: To identify all records held, their format, location, and volume as a foundation for system design
A records inventory identifies all records held, their format, location, and volume, providing the foundation for designing or migrating to a records management system.
What does 'version control' in a records management system prevent?
Answer: Confusion caused by multiple versions of the same document by tracking and managing revisions systematically
Version control prevents confusion by tracking and managing document revisions systematically, ensuring users access the correct and current version.
What is a 'hybrid records environment'?
Answer: An environment where both physical paper records and electronic records coexist and must be managed together
A hybrid records environment is one where both physical paper records and electronic records coexist and must be managed together under a unified program.