Portland Community College | Portland, Oregon

Course Number:
OS 240
Course Title:
Filing and Records Management
Credit Hours:
Lecture Hours:
Lecture/Lab Hours:
Lab Hours:
Special Fee:

Course Description

Develops skills for indexing, coding, and cross-referencing documents to be filed. Includes requisitions and charge-outs, records transfer, various filing systems, and an overall view of the role of records management in business including electronic and image records. Recommended: RD 115; WR 115; and CAS 133 or CAS 140. Audit available.

Addendum to Course Description

Perform the duties of a filing clerk.

Intended Outcomes for the course

Upon successful completion, students will be able to:

  • Apply basic filing rules to manage records efficiently
  • Enter and sort data in an electronic database

Outcome Assessment Strategies

A letter grade will be issues for this course. Assessment tasks may include:

  • Scored Assignments or Projects
  • Performance Tests
  • Objective Tests


Course Content (Themes, Concepts, Issues and Skills)

Themes, Concepts, Issues

Filing Terminology
Electronic File Management

Filing Rules

Filing systems:





Filing process:



Charge out

Follow up


Competencies, Skills 

  • Use terminology basic to filing functions within a records management program. 
  • Demonstrate application of alphabetic, numeric, subject and geographic filing rules by indexing, coding, sorting, cross referencing, and storing representative examples of business documents. 
  • Demonstrate processing of file requests, retrieval, charge out, and follow-up techniques by completing exercises using representative examples of business documents.
  • Utilize database software to create tables, queries, and reports.