Records Management and Filing Clerks (1413)

Job titles

• aircraft records clerk
• bill sorter
• card filer
• View all job titles

Nature of work

Records management clerks process, code, store and retrieve records and documents and apply retention and disposal schedules according to established policies and procedures. Filing clerks file papers, records, documents and other material according to subject matter or other filing system. Records management and filing clerks are employed throughout the private and public sectors. This unit group also includes health records technicians, who maintain systems for the collection, storage, retrieval and retention of health information. Health records technicians are employed by hospitals, clinics and other health care institutions.

Fields of interest

• Working in an office
• Writing, working in communications and information

Main duties

• Records management clerks perform some or all of the following duties:
• - Classify, code, cross-reference, log and store records
• - Maintain indexes for classification systems
• - Operate information retrieval systems and respond to requests for records
• - Review files periodically to ensure they are complete and correctly classified
• - Label files according to retention and disposal schedules and prepare files for disposal
• - Maintain access lists for security classified records
• - Compile statistics and reports on activities within records services.
• Filing clerks perform some or all of the following duties:
• - Sort material that is to be filed according to particular filing systems
• - File material in drawers, cabinets and storage boxes
• - Locate and remove materials from files when requested
• - Keep records of materials filed and removed.
• Health records technicians perform some or all of the following duties:
• - Classify, code, cross-reference and store health records and related information
• - Maintain indexes for classification systems
• - Operate information retrieval systems and respond to requests for health record information
• - Prepare medical, social and administrative statistics
• - Apply knowledge of medical terminology, physiology and treatments.

Main characteristics of the occupation

• * Interests
• * Physical activities
• * Aptitudes
• * Environmental conditions
• * Data, people, things

These headings are provided for the following occupation(s) :

• Records Management Clerks (1413.1)
• File Clerks (1413.2)
• Health Records Technicians (1413.3)

Employment requirements

• * Health records technicians require completion of a two- to three-year college or other program in health records management.
• * Records management clerks and filing clerks usually require completion of secondary school.
• * Records management clerks may require completion of college or other program in records management and usually require experience as a filing clerk.

Skill type

• Business, finance and administration

Skill level

• Intermediate

More information

• * Health records technicians are nationally certified and are eligible for employment in all provinces and territories.
• * Progression to supervisory positions is possible with experience.

Job titles - Classified elsewhere

• * General Office Clerks (1411)
• * Health records administrators (in 0114 Other Administrative Services Managers)
• * Health record unit supervisors (in 1211 Supervisors, General Office and Administrative Support Clerks)
• * Library Clerks (1451)
• * Library technicians (in 5211 Library and Archive Technicians and Assistants)
• * Records management specialists (in 1122 Professional Occupations in Business Services to Management)
• * Records management supervisors (in 1211 Supervisors, General Office and Administrative Support Clerks)