Section 41 unit 2 lesson 5
In order to manage your records, you need a good records management system. Put the first three steps of managing records into order. Create records A. First step B. Second step C. Third step
A. First step
Take a look at these documents and decide if each is a vital record, a general record, or an ephemeral record. Client documents and case files A. Vital record B. General record C. Ephemeral record
A. Vital record
Take a look at these documents and decide if each is a vital record, a general record, or an ephemeral record. Listing agreements and client contracts A. Vital record B. General record C. Ephemeral record
A. Vital record
Take a look at these documents and decide if each is a vital record, a general record, or an ephemeral record. Bills and invoices A. Vital record B. General record C. Ephemeral record
B. General record
Take a look at these documents and decide if each is a vital record, a general record, or an ephemeral record. Prospect and referral correspondence A. Vital record B. General record C. Ephemeral record
B. General record
In order to manage your records, you need a good records management system. Put the first three steps of managing records into order. Store records A. First step B. Second step C. Third step
B. Second step
Take a look at these documents and decide if each is a vital record, a general record, or an ephemeral record. Office party notifications A. Vital record B. General record C. Ephemeral record
C. Ephemeral record
In order to manage your records, you need a good records management system. Put the first three steps of managing records into order. Search and retrieve records A. First step B. Second step C. Third step
C. Third step
Let's test your knowledge. Determine if these statements are true or false. A good rule of thumb is to keep records for legal reasons for at least six months. True False
False
Let's test your knowledge. Determine if these statements are true or false. A record is anything that you generate or document as part of your business. True False
True
Let's test your knowledge. Determine if these statements are true or false. State law requires you to keep all transaction documents, listing agreements, sales contracts, disclosures, etc., for a set period of time. True False
True
