CERTIFIED RECORDS MANAGER (CRM)CERTIFIED RECORDS ANALYST (CRA)

INSTITUTE OF CERTIFIED RECORDS MANAGERS ( ICRM)RECORDS AND INFORMATION MANAGEMENT CERTIFICATIONS

Stephanie K King, CRA, ERMs, MLA

Records Manager

PepsiCo, Inc.

STEPHANIE K. KING, CRA, ERMS, MLARECORDS MANAGER, PEPSICO

VICE PRESIDENT SEMINARS, ARMA DALLAS

Stephanie is a Certified Records Analyst (CRA) and experienced records management professional who has been managing complex Record Retention Programs for fifteen years. Stephanie has been employed with PepsiCo, Inc. since 2012, and manages the Records Management Program at PepsiCo. Before PepsiCo, Stephanie was the Corporate Records Manager for Dean Foods Company and the Corporate Records Manager for Blockbuster Inc.

Stephanie has a Masters Degree from Texas Christian University (2003); a Bachelors of Science Degree from Stephen F. Austin State University (2000) and she is a Certified Paralegal with Course Study and Completion from Southern Methodist University (2012). Stephanie is a CRA (Certified Records Analyst) and a CRM (Certified Records Manager) candidate currently pursuing her CRM certification. Stephanie has also earned her ERMs (Electronic Records Management Specialist) designation through AIIM International, and is the process of completing her case study to earn her ERMm (Electronic Records Management Master) designation.

Stephanie has been a member of ARMA International and the Dallas Chapter since 2006. Stephanie serves as the current Vice President of Seminars for the ARMA Dallas Chapter Board. She was elected to the Chapter Board as the VP of Public Relations in 2013. In October 2014 at the ARMA International Conference hosted in San Diego, CA, Stephanie was awarded with the ARMA International Chapter Leader of the Year Award.

Stephanie was born and raised in Dallas, Texas and currently resides in Rockwall, Texas. She has been married to Jason since 2006 and they have a nine-year-old son named Christopher. Stephanie is a lifelong Chicago Cubs Fan, and was ecstatic when the Cubs won the World Series in 2016. She loves music, and her favorite rock band is the Toadies out of Ft. Worth, Texas.

WHAT IS THE INSTITUTE OF CERTIFIED RECORDS MANAGERS (ICRM)?

❖ An international certifying organization of and for professional records and information managers.

❖ Incorporated in 1975

❖ A standard by which persons involved in records and information management could be measured, accredited and recognized according to criteria of experience and capability established by their peers.

❖ Primary mission: to develop and administer the professional certification of Records and Information Managers including the relevant examinations and certification maintenance program.

❖ The ICRM serves as the certifying body for records and information management (RIM)

www.icrm.org

THE EXAMS

❖ Part 1 - Management Principles and the Records and Information (RIM) Program

❖ Part 2 - Records and Information: Creation and Use

❖ Part 3 - Records Systems, Storage and Retrieval

❖ Part 4 - Records Appraisal, Retention, Protection and Disposition

❖ Part 5 - Technology

❖ Part 6 – Business Cases

❖ Parts 1 - 5: 100 multiple-choice questions. Questions chosen as equally as possible from all parts of the Examination Outlines.

❖ Part 6: essay question and requires a well thought, detailed response in a business case format.

❖ The questions in each part are based on fundamental records and information management practices, and are meant to represent the best practices in the industry.

CERTIFIED RECORDS ANALYST (CRA)

Attaining the Certified Records Analyst (CRA) designation is based on educational background, professional work experience and successful completion of a three-part examination consisting of:

❖ Part 2 - Records and Information: Creation and Use

❖ Part 3 - Records Systems, Storage and Retrieval

❖ Part 4 - Records Appraisal, Retention, Protection and Disposition

CERTIFIED RECORDS MANAGER (CRM)

Attaining the Certified Records Manager (CRM) designation is based on educational background, professional work experience and successful completion of a six-part examination consisting of:

❖ Part 1 - Management Principles and the Records and Information (RIM) Program

❖ Part 2 - Records and Information: Creation and Use

❖ Part 3 - Records Systems, Storage and Retrieval

❖ Part 4 - Records Appraisal, Retention, Protection and Disposition

❖ Part 5 – Technology* (Partnership with AIIM/ERMm)

❖ Part 6 – Business Cases

❖ You must pass parts 1-5 before applying to take the part 6 written examination.

STEP 1: BECOMING A CRA/CRM CANDIDATE

Applying for the Examinations:

❖ Prospective Candidates must complete and submit an ONLINE application with supporting documentation indicating acceptable education and professional work experience along with a non-refundable application fee of $100.00 USD.

❖ The application and supporting documentation is reviewed and evaluated by the ICRM and evaluated to determine if the qualification requirements have been met.

Application Fees:

❖ Prospective Candidates pay a non-refundable fee of $100.00 USD for processing their original application and evaluating credentials.

❖ Applicants who fail to meet mandatory qualifications are required to resubmit a new application form (including a new processing fee if they request reconsideration more than one year after the date of the original application).

STEP 1: BECOMING A CRA/CRM CANDIDATE

Preferred Qualifications:

❖ The preferred qualifications for applying for either the CRA or the CRM are a college degree (four-year or bachelor’s degree) and one year of professional records and information management (RIM) experience.

❖ One additional year of professional RIM experience may be substituted for each year of college not completed (i.e. a high-school graduate with five years of professional RIM experience could apply). For example: Bachelor degree (Graduate degree implies completion of Bachelor degree) PLUS one year professional level RIM experience OR

❖ 3 years college PLUS two years professional level RIM experience OR

❖ 2 years college PLUS three years professional level RIM experience OR

❖ 1 year college PLUS four years professional level RIM experience OR

❖ High School Diploma or GED PLUS five years professional level RIM experience

STEP 1: BECOMING A CRA/CRM CANDIDATE

Professional Work Experience:

❖ The minimum acceptable professional (RIM) experience is one year in conjunction with a Bachelor degree or higher. Acceptable professional work experience may have been acquired if a person has:

❖ Conducted studies and surveys

❖ Developed, designed, and implemented records or information management systems

❖ Had direct managerial or operational responsibility for RIM programs

❖ Has taught in an accredited college/university (on a full time basis) courses in RIM

❖ The ICRM requires external, written verification signed by the employer of claimed experience containing sufficient detail to determine if the work meets the standards described above.

❖ If job descriptions meeting the above criteria are not available, letters from employers or clients can be considered as long as they contain the needed information.

STEP 2: EXAM PREPARATION

❖ Exam Outlines: http://www.icrm.org/examination-outline/

❖ Exam Preparation Resources: http://www.icrm.org/exam-preparation-resources/

❖ Get a mentor! ❖ The ICRM also offers a program that is facilitated by its Mentorship Coordinator who will help pair CRM mentors with

Part 6 candidates upon request. If a mentor is already working with a candidate through a chapter study group, the mentor may request additional materials from the ICRM to facilitate the process. For more information on establishing a mentor relationship with CRMs in your local area, please contact the ICRM Mentorship Coordinator: Howard Loos, CRM, CDIA at mentor@icrm.org

❖ Sample Questions:

❖ Sample Questions❖ Part 1 Management Principles and the Records and Information (RIM) Program

❖ Part 2 Records and Information: Creation and Use

❖ Part 3 Records Systems, Storage and Retrieval

❖ Part 4 Records Appraisal, Retention, Protection and Disposition

❖ Part 5 Technology

STEP 3: TAKING THE EXAMS❖ Offered quarterly (November, February, May, August)

❖ Register to take each exam on the ICRM website

❖ Exam Fees: $100 USD

❖ Taken on computer at PearsonVue Testing Centers

❖ Exams are timed (80 minutes Parts 1-5, 240 minutes Part 6)

❖ 70% to pass (parts 1-5 receive score immediately, part 6 takes up to 6 weeks for grade)

❖ You can retake any failed part of the exams

STEP 4: ONCE YOU PASS!

CRA’s and CRM’s must pay annual dues $200.00 USD to the ICRM and are members of the ICRM

Active CRAs and CRMs must earn and submit 100 points for approved educational activity during each five-year period following initial certification

CRM’s may serve on the ICRM Board of Regents

SAMPLE CRA/CRM EXAM QUESTIONS

❖ The following pages have a sample of the types of questions you will see on the multiple choice examinations – parts 1 through 5

PART 1 SAMPLE QUESTION

Clear delegation requires that:

a) a matrix be used.

b) subordinates be told how to carry out their tasks.

c) subordinates understand the scope of authority granted.

d) superiors divest themselves of responsibility.

e) subordinates be in competition with each other.

PART 1 SAMPLE QUESTION

Clear delegation requires that:

a) a matrix be used.

b) subordinates be told how to carry out their tasks.

c) subordinates understand the scope of authority granted.

d) superiors divest themselves of responsibility.

e) subordinates be in competition with each other.

PART 2 SAMPLE QUESTION

Metadata, described in the broadest sense, is the core set of elements needed for the effective _____ and management of information.

a) creation

b) storage

c) retention

d) utilization

e) retrieval

PART 2 SAMPLE QUESTION

Metadata, described in the broadest sense, is the core set of elements needed for the effective _____ and management of information.

a) creation

b) storage

c) retention

d) utilization

e) retrieval

PART 3 SAMPLE QUESTION

_____ hard drives do not have any moving mechanical parts.

a) Magnetic

b) Static

c) Solid State

d) Mechanical

e) Platinum

PART 3 SAMPLE QUESTION

_____ hard drives do not have any moving mechanical parts.

a) Magnetic

b) Static

c) Solid State

d) Mechanical

e) Platinum

PART 4 SAMPLE QUESTION

The term “built-in dispersal” in a vital records program means:

a) creating an extra copy and storing it in a vault.

b) utilizing an existing copy already routinely held in a relatively secure place.

c) holding copies in a designated office of record.

d) creating microfilm images of records and transferring them offsite.

e) creating a digital image of records and storing the data on an optical disk.

PART 4 SAMPLE QUESTION

The term “built-in dispersal” in a vital records program means:

a) creating an extra copy and storing it in a vault.

b) utilizing an existing copy already routinely held in a relatively secure place.

c) holding copies in a designated office of record.

d) creating microfilm images of records and transferring them offsite.

e) creating a digital image of records and storing the data on an optical disk.

PART 5 SAMPLE QUESTION

A laser burns digital information into a(an):

a) WORM disc.

b) floppy disc.

c) Ultrafiche.

d) hard disk.

e) RAM.

PART 5 SAMPLE QUESTION

A laser burns digital information into a(an):

a) WORM disc.

b) floppy disc.

c) Ultrafiche.

d) hard disk.

e) RAM.

OTHER RECORDS AND INFORMATION MANAGEMENT CERTIFICATIONS

AIIM – Association for Information and Image Management

www.aim.org

*Certified Information Professional (CIP)

*ERMs (Electronic Records Management Specialist)

*ERMm (Electronic Records Management Master)

Partnership with AIIM and ICRM for Part 5/CRM and ERMm

ARMA International

http://arma.org/igp-resources/future-igps

*Information Governance Professional (IGP)

THANK YOU!

Stephanie K. King, CRA, ERMs, MLA

Records Manager, PepsiCo

Vice President Seminars, ARMA Dallas

stephanie.king@pepsico.com