Sample 5: Business Information Management 12
Topic:
Information and Records Management
Prescribed Learning Outcomes:
Skills Development
It is expected that students will:
- evaluate and use standard records management procedures to establish and maintain systems
- create documents using word processing and desktop publishing software
Business Communications
It is expected that students will:
- explain the implications of ethical, unethical, and illegal use of electronic communications
Presentations
It is expected that students will:
- research, plan, and develop oral and written reports with a high level of proficiency
Overview
Throughout the year, the teacher provided opportunities for students to develop records management skills. As well, the teacher developed activities to encourage students to think about legal and ethical issues related to records management. Evaluation was based on management of paper and electronic records and written summaries.
Planning for Assessment and Evaluation
- As an introductory activity, the teacher presented various ways of filing information (alphabetic, numeric, chronological, and geographic). Students were then asked to complete a variety of hands-on activities applying their filing and retrieving skills.
- The teacher had students complete practice sets of hard-copy records and establish and maintain systems for managing them. Students assessed their own competency while working with the practice set by checking against the correct filing order established by the teacher. While students worked, the teacher circulated among them and asked questions such as:
- Why would this document be filed in this way?
- How do you know where to file the next document?
- Can you retrieve a document?
- Which type of filing is easier for you to do quickly?
- Which type of filing do you think has the lowest error rate?
- As students became more sophisticated in their use of computers and as they produced more documents, the teacher presented the concept of electronic file management. Students maintained their own electronic files throughout the course and were asked to retrieve them frequently for updating.
- The teacher invited a panel of speakers from the community to speak to the class about the legal and ethical issues associated with electronic communi- cations. The panel consisted of representatives from the school, a hospital, a local accounting firm, and the police department. Members of the panel were asked to discuss their professional experiences and the potential for legal and ethical issues resulting from electronic communications and their impact on organizations and the individuals they serve. For example, they discussed the issues around accessing records to gather an individual's health, academic, or demographic information to make hiring decisions. The panel was also asked to discuss the impact of legislation (e.g., Freedom of Information and Protection of Privacy Act) on records management and electronic communications.
- Students prepared for the panel presentation by researching issues and concerns related to electronic communi- cations and records management and the effects of legislation in these areas. They each developed a list of questions for the panel aimed at gathering additional information or clarifying issues identified through their research. Following the panel discussion, students developed written summaries to explain the legal and ethical issues associated with electronic communications and the impact of legislation on individuals, businesses, and society.
Defining the Criteria
Managing Paper Records
To what extent does the student:
- file documents alphabetically, numerically, geographically, and chronologically
- retrieve documents from files
- use appropriate cross-reference notations
Managing Electronic Records
To what extent does the student:
- label, store, access, back up, and use files and disks appropriately
- create and use appropriate file names and directories to organize information in a logical way
- save, retrieve, move, copy, delete, and rename files and directories as required
Written Summary
To what extent does the student:
- distinguish between illegal and unethical use of electronic communications
- explain the implications of illegal and unethical use of electronic communi- cations for businesses, individuals, and society
- explain the purpose of the freedom of information and protection of privacy legislation
- identify the key concepts in the legislation
- state the issues surrounding the legislation
- summarize the impact of the legislation on the maintenance of paper and electronic files for businesses, individuals, and society
- provide evidence to support assertions
- create a document that is easy to read, well organized, and visually appealing
Assessing and Evaluating Student Performance
Managing Paper and Electronic Records
Several times during the course, the teacher used rating scales to evaluate students' competency in managing both paper and electronic records.
Written Summary
The teacher used a rating scale to assess students' written summaries of the legal and ethical issues related to electronic communications.
Managing Paper Records
| Criteria | Rating |
- recognizes appropriate situations and provides reasons for filing documents alphabetically, numerically, geographically, and chronologically
| 4 3 2 1 0 |
- locates and retrieves documents from files
| 4 3 2 1 0 |
- uses appropriate cross-reference notations
| 4 3 2 1 0 |
- handles documents carefully to avoid damage
| 4 3 2 1 0 |
- work space is tidy and well organized
| 4 3 2 1 0 |
Key: 4 Criteria evident at a strong level.
3 Criteria evident at a competent level.
2 Criteria evident at a satisfactory level.
1 Criteria evident at a developing level.
0 Criteria not evident.
Managing Electronic Records
| Criteria | Rating |
- labels, stores, accesses, backs up, and uses files appropriately
| 4 3 2 1 0 |
- labels, stores, accesses, back up, and uses disks appropriately
| 4 3 2 1 0 |
- creates and uses file names in a logical way
| 4 3 2 1 0 |
- creates and uses directories to organize information in a logical way
| 4 3 2 1 0 |
- saves, retrieves, moves, copies, deletes, and renames files as appropriate
| 4 3 2 1 0 |
- saves, retrieves, moves, copies, deletes, and renames directories as appropriate
| 4 3 2 1 0 |
Key: 4 Always demonstrates all of the designated techniques without prompting, showing fluency
and efficiency of movement.
3 Usually demonstrates all of the designated techniques; seldom needs prompting; most functions
are handled with fluency and efficiency.
2 Generally demonstrates most of the designated techniques; seldom needs prompting.
1 Can demonstrate designated techniques but occasionally needs prompting.
0 Cannot demonstrate designated techniques.
Written Summary
| | Rating |
| Criteria | Strong | Competent | Developing | Not Demonstrated |
- recognizes illegal uses of electronic communications and can distinguish these from unethical uses
| | | | |
- explains how illegal and unethical use of electronic communications affects businesses, individuals, and society
| | | | |
- explains the purpose of the freedom of information and protection of privacy legislation, giving examples to clarify ideas
| | | | |
- identifies the key concepts in the legislation
| | | | |
- states the issues surrounding the legislation
| | | | |
- describes changes to the ways paper and electronic files are maintained as a result of the legislation
| | | | |
- provides evidence from the research or the panel discussion to support arguments or make points
| | | | |
- uses word processing or desktop publishing effectively to create a document that is easy to read, well organized, and visually appealing.
| | | | |
Comments:
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Revised: October 8, 1998
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