The Examination Process

Attaining the CRM designation is based on educational background, professional work experience and successful completion of a six part examination consisting of:

  • Part I: Management Principles and the Records and Information (RIM) Program
  • Part II: Records and Information: Creation and Use
  • Part III: Records Systems, Storage, and Retrieval
  • Part IV: Records Appraisal, Retention, Protection, and Disposition
  • Part V: Technology
  • Part VI Case Studies

Parts I to V each consist of 100 multiple choice questions. The multiple choice questions for Parts I-V are chosen as equally as possible from all parts of the subject matter outline. Part VI consists of case study problems.

All examination questions are in English. The answers to Part VI must be written in the English language. The questions in each part are based on fundamental records management practices. Questions are NOT allowed in the test bank if they refer solely to the practices of a specific country, vendor or company.

Taking the Examination

The first five examination parts may be taken in any sequence the candidate desires or a candidate may sit for Parts I to V of the examination at one time. Part VI may be taken only after the candidate has passed the first five parts. Candidates may retake any part of the examination as often as necessary, within a five year period.

Examinees are allowed 80 minutes for each part when taking parts I to V of the examination including 5 minutes of time needed for administrative purposes. Part 6 (Case Studies) has a four hour time period, including 5 minutes of time needed for administrative purposes.

Completion Time Required

All parts of the examination must be passed within a period of five consecutive years. If an applicant fails to do so, the part(s) taken and passed initially must be repeated so that the passing of all parts occurs within a five-consecutive-year period. This period will be five years from the date of approval as a candidate.

Grades

The passing score for each part of the examination is 70%. Candidates taking Parts I-V at a Pearson VUE testing sites will receive their exam results immediately upon completion of testing. Part 6 exam answers are graded by a manual process. A Part V test score of 60% to 69% is automatically sent to a different set of graders and regraded.

Regrades and Appeals

A candidate who fails Part VI by less than eight points (63%-69%), and who has a legitimate reason to believe that there was a grading error, may make a written request to appeal the failing grade. Appeal requests must be postmarked within 30 days following the receipt of notification of the failing grade and sent to the Regent-Exam Administration.

The review shall be performed by the Examination Appeals Committee and shall be processed within 80 days following receipt of the appeal by the Committee. Decisions of the Examination Appeals Committee are final. The Appeals Committee does not provide feedback on appeals.

Feedback

Feedback is provided to candidates who are unsuccessful in passing an examination part. The feedback for Parts I-V is individualized, providing failed examination question numbers and outline code identification. Feedback for Part VI will be individualized and unsuccessful candidates will be provided information to tell them how they performed in areas of technical knowledge, writing ability, problem analysis and appropriateness of answer.

Examination Schedule

Examinees are allowed 80 minutes for each part when taking parts I-V of the examination. Candidates whose first (or native) language is not English are allowed an extra 20 minutes per exam part. The extra time must be approved in advance by the Regent - Exam Administration. Part VI (Case Studies) has a four hour time period, exclusive of time needed for administrative purposes.

Examination Parts I to V -- Major Subjects

Click here for the Handbook(in Adobe PDF)

Part I:Management Principles and the Records and Information (RIM) Program

  • A. Principles of Management
  • B. Human Resources/Staffing
  • C. Methodologies
  • D. Financial Considerations
  • E. Planning
  • F. Additional RIM Program Components
  • G. Directing and Monitoring a RIM Program
  • H. Ethical Responsibilities
  • I. Global Concerns of a RIM Program

Part II: Records and Information: Creation and Use

  • A. Creating Records and Information
  • B. Information Capture and Use
  • C. Legal Compliance
  • D. Risk Assessment
  • E. Information Security
  • F. Electronic Communications
  • G. RIM-related Business Activities

Part III: Records Systems, Storage, and Retrieval

  • A. Basic Concepts
  • B. Filing Systems
  • C. File System Design
  • D. Records Indexing and Retrieval
  • E. File Conversions
  • F. Records Storage Facilities
  • G. Records Centers Operations
  • H. Commercial Records Centers

Part IV: Records Appraisal, Retention, Protection, and Disposition

  • A. Records Inventory
  • B. Records Appraisal
  • C. Retention Schedule Creation
  • D. Retention Schedule Implementation
  • E. Retention Schedule Administration
  • F. Vital Records Program
  • G. Business Contingency
  • H. Disposition
  • I. Archives

Part V: Technology

  • A. System Life Cycle
  • B. Architecture and Infrastructure
  • C. Life-Cycle Management
  • D. Imaging Technologies
  • E. Programs and Applications