Interview questions of filing and records management

Interview questions of filing and records management

1. What are the legal implications associated with a records management program?

2. What steps are involved in determining the retention period for records?

3. Name the factors to consider in determing the appropriate retention period for records.

4. Name the risks of having an ineffective records management program.

5. What actions can you take to facilitate the retrieval of records?

6. Tell us about your experience in managing off-site records storage?

7. Have you managed off-site records storage or did you use a contract facility?

8. What are the critical service requirements in using a contract facility for off-site records storage?

9. How do you work with confidential information?

10. What are the different means by which documents may be filed?

11. Tell me about the last job you did that involved record-keeping or bookkeeping?

12. Describe your filing system. (Do they mention both cabinet filing and computer filing?) How would you “file” computer files?

13. What are the different ways to organize a filing system?

14. Here’s the basics; date, subject, and alphabetical.

15. What are the benefits of records management?

16. What are the components of an effective records management program?

17. What are the reasons for storing records off-site at a records warehouse?

18. One reason is that warehouse space is cheaper than office space.

19. Under what circumstances should records be microfilmed?

20. Microfilm is used for records that are vital and require long term retention typically 10 or more years.

21. What types of records would be ideal candidates for optical imaging?

22. What is the purpose of a records retention schedule?

23. What types of records would be considered as vital records for an organization?

24. The files for your office consist of general correspondence, purchase orders, and employee files. How will you organize these files?

25. What experience have you had with establishing file systems?

26. How would you organize a file of general correspondence documents?

27. One of your responsibilities in this position is to type letters. If your assignment included filing the letters, how would you file them?

28. Have you done filing before and how did you arrange the files? Did you set up the filing system?

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