CRM Retention Scheduling & Disposition 2

Question 1

When developing a records retention schedule, which step should typically come FIRST?

Accepted Answer

Conducting a records inventory to identify all record series in the organization

Answer

A comprehensive records inventory must be completed first to identify all existing record series before retention periods can be researched and assigned.

Question 2

Which government authority is the primary source for determining federal records retention requirements for U.S. federal agencies?

Accepted Answer

The National Archives and Records Administration (NARA)

Answer

NARA establishes records management standards and retention schedules for federal agencies and must approve the disposition of federal records.

Question 3

A 'general records schedule' (GRS) differs from an agency-specific schedule in that it:

Accepted Answer

Covers common administrative records found across multiple agencies or organizations

Answer

A General Records Schedule covers common administrative records (e.g., payroll, travel, routine correspondence) that are shared across many organizations, streamlining scheduling efforts.

Question 4

Which retention period would MOST likely be assigned to routine administrative correspondence with no legal or fiscal significance?

Accepted Answer

1–3 years

Answer

Routine administrative correspondence with no legal, fiscal, or historical value typically has a short retention period of one to three years based on operational need.

Question 5

In a function-based retention schedule, records are organized according to:

Accepted Answer

The business function or activity that created the records

Answer

A function-based schedule organizes records by the business functions they document (e.g., procurement, human resources), making it easier to align retention with operational and legal requirements.

(CRM) Certified Records Management Practice Test

(CRM) Certified Records Management Practice Test

CRM Retention Scheduling & Disposition 2