ICRM CRA/CRM PART 4 FINAL TEST 2026 QUESTIONS
WITH CORRECT ANSWERS GRADED A+
● Functional Retention Schedule. Answer: A schedule that groups records series based on
business functions, such as financial, legal, product management, or sales. Each function or
grouping is also used for classification. Rather than detail every sequence of records, these
larger functional groups are less numerous and are easier for users to understand.
● Departmental Retention Schedule. Answer: A retention schedule prepared for a specific
department or other program unit and that is limited to a record series held by that program
unit.
● Who are the stakeholders for a retention schedule?. Answer: Legal Department
● Big Bucket Retention. Answer: Simplifies retention schedules to consolidate record types
by function and/or similar retention requirement
● Pros of Big Bucket Retention. Answer: Higher likelihood of compliance
● Cons of Big Bucket approach. Answer: Event triggers
● Parts of a Retention Schedule. Answer: Record Series Code, Name and Definition
● Active Records. Answer: frequently used records needed to perform current operations
● Inactive Records. Answer: records that do not have to be readily available but which must
be kept for legal, fiscal, or historical purposes
● General Data Protection Regulation (GDPR). Answer: Set of regulations adopted by the
European Union to protect Internet users from clandestine tracking and unauthorized personal
data usage.
● Administrative Hold. Answer: Hold for non fiscal audit
● de facto standards. Answer: Widely accepted standards used by organizations; not formal
● De jure standards. Answer: Formalized by an industry or government body
● certificate of destruction. Answer: Documents that records were properly destroyed in the
ordinary course of business
, ● Business Continuity Plan. Answer: A plan for how an organization will recover and
restore partially or completely interrupted critical function(s) within a predetermined time after
a disaster or extended disruption
● A records inventory cannot succeed without _____ and the cooperation of individual
program units.. Answer: Top Management Support
● The records inventory project can be accomplished by RIM staff, departmental staff
or. Answer: Outside Consultants
● Before the records inventory project begins, it is important to conduct a ___ to
identify the location of records and estimate total volumes.. Answer: Preliminary
Summary
● During the records inventory process, a records inventory form must be completed
for each ____. Answer: record series
● ______ is a comprehensive inventory of an organizations IT systems that store
information. Answer: Data Mapping
● The _____ value of records is derived from the original use for which they are
created. Answer: Primary
● ________ retention criteria are sometimes described as operational or user retention
parameters. Answer: Administrative
● In support of legal activity, RIM Managers must ensure that ____ issues are
considered when retention guidelines are formulated.. Answer: Evidentiary
● Scholarly retention criteria are sometimes characterized as _____ value to
distinguish them from primary business purposes for which the records are created.
Answer: Secondary
● Program specific or ____ retention schedules are reviewed intially by the program
units for which they are preapted. Answer: Departmental
● To increase the likelihood of a successful enterprise wide implementation of a new
retention schedule, a ___ rollout at a measured pace is strongly recommended. Answer:
Phased
● To implement retention schedules, program units must identify records series that
are elgible for retention actions including:. Answer: A destruction of records with elapsed
retention periods.
WITH CORRECT ANSWERS GRADED A+
● Functional Retention Schedule. Answer: A schedule that groups records series based on
business functions, such as financial, legal, product management, or sales. Each function or
grouping is also used for classification. Rather than detail every sequence of records, these
larger functional groups are less numerous and are easier for users to understand.
● Departmental Retention Schedule. Answer: A retention schedule prepared for a specific
department or other program unit and that is limited to a record series held by that program
unit.
● Who are the stakeholders for a retention schedule?. Answer: Legal Department
● Big Bucket Retention. Answer: Simplifies retention schedules to consolidate record types
by function and/or similar retention requirement
● Pros of Big Bucket Retention. Answer: Higher likelihood of compliance
● Cons of Big Bucket approach. Answer: Event triggers
● Parts of a Retention Schedule. Answer: Record Series Code, Name and Definition
● Active Records. Answer: frequently used records needed to perform current operations
● Inactive Records. Answer: records that do not have to be readily available but which must
be kept for legal, fiscal, or historical purposes
● General Data Protection Regulation (GDPR). Answer: Set of regulations adopted by the
European Union to protect Internet users from clandestine tracking and unauthorized personal
data usage.
● Administrative Hold. Answer: Hold for non fiscal audit
● de facto standards. Answer: Widely accepted standards used by organizations; not formal
● De jure standards. Answer: Formalized by an industry or government body
● certificate of destruction. Answer: Documents that records were properly destroyed in the
ordinary course of business
, ● Business Continuity Plan. Answer: A plan for how an organization will recover and
restore partially or completely interrupted critical function(s) within a predetermined time after
a disaster or extended disruption
● A records inventory cannot succeed without _____ and the cooperation of individual
program units.. Answer: Top Management Support
● The records inventory project can be accomplished by RIM staff, departmental staff
or. Answer: Outside Consultants
● Before the records inventory project begins, it is important to conduct a ___ to
identify the location of records and estimate total volumes.. Answer: Preliminary
Summary
● During the records inventory process, a records inventory form must be completed
for each ____. Answer: record series
● ______ is a comprehensive inventory of an organizations IT systems that store
information. Answer: Data Mapping
● The _____ value of records is derived from the original use for which they are
created. Answer: Primary
● ________ retention criteria are sometimes described as operational or user retention
parameters. Answer: Administrative
● In support of legal activity, RIM Managers must ensure that ____ issues are
considered when retention guidelines are formulated.. Answer: Evidentiary
● Scholarly retention criteria are sometimes characterized as _____ value to
distinguish them from primary business purposes for which the records are created.
Answer: Secondary
● Program specific or ____ retention schedules are reviewed intially by the program
units for which they are preapted. Answer: Departmental
● To increase the likelihood of a successful enterprise wide implementation of a new
retention schedule, a ___ rollout at a measured pace is strongly recommended. Answer:
Phased
● To implement retention schedules, program units must identify records series that
are elgible for retention actions including:. Answer: A destruction of records with elapsed
retention periods.
