Records Analyst Job Description

Records Analyst Job Description

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Records analyst provides expertise and guidance to divisions to ensure compliance and educate them on best practices in relation to managing paper and electronic records - storage, retention and destruction.

Records Analyst Duties & Responsibilities

To write an effective records analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included records analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintain knowledge and awareness of current industry trends, technology methods and improvements
Advising on and estabishing SharePoint sites and libraries based on a series of templates
Facilitate the ongoing improvement of the SharePoint based RIM solution
Recommend standard classifications and share best practices in developing retention compliant file plans
Serves as an administrator for internal IRM applications including OmniRim, Sharepoint and other IRM support applications
Work with Records Manager in the development and presentation of the Records Management training program for new hires and department records coordinators from various departments across the enterprise
Collect and review retention and disposition recommendations from users to update policies and procedures
Administer and coordinate the destruction review process
Assist with active/inactive records maintenance, including indexing/storage, retrieval, shredding and destruction in accordance with Company Policy
Consulting and advising business areas on RIM requirements and devising solutions including recommended content structures based on best practice

Records Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Records Analyst

List any licenses or certifications required by the position: CRM, CPI, CPR, CPA, CTR, ERM, CFA, ACA, CA, CT

Education for Records Analyst

Typically a job would require a certain level of education.

Employers hiring for the records analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Management, Education, Business, Engineering, Information Management, Business/Administration, Science, Graduate, English, Accounting

Skills for Records Analyst

Desired skills for records analyst include:

Medical terminology
Systems and tools for paper and electronic records
Principles
Excel
SharePoint
Best practices
Compliance requirements
Industry trends
Microsoft Word and PowerPoint
Professional records and information management theory

Desired experience for records analyst includes:

Defining metadata and content type requirements for sites
Defining a permission/ access model for sites based on content sensitivity
Undertaking the inventory, analysis, clean-up and migration of selected RIM data according to the migration strategy and plan
Managing business areas through the implementation process and providing any post-migration support
Helping oversee change management activities including educational and training activities, the use of learning resources and the adoption of new capabilities
Liaising with operational and technical support areas to raise queries and resolve issues

Records Analyst Examples

1

Records Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of records analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for records analyst
  • Under guidance of the Manager of RIM and department supervisors, ensures departing attorneys are compliant with firm policy on the removal of client and business information from the firm.Interfaces with attorneys, attorney personnel and international services (HR), practice development and department management to ensure policies and procedures are followed
  • With direction from the Records Mobility and Disposition Coordinator (RMDC) and associated guidelines, review emails, physical and electronic documents as requested by firm clients to transfer out of the firm.Identify and provide exclusions (with business reasons) to the RMDC
  • Under direction from the RMDC and in accordance with the firm retention policy, review emails and records eligible for disposal or final disposition.Follow records disposal procedures communicating with responsible attorneys, clients, vendors and IT as appropriate
  • Provide support to the KM Product Manager and DM Support Specialist to monitor and respond to requests from business users to create, modify or delete Workspaces in the firm’s document management system
  • In accordance with department guidelines, file departed attorney’s client and firm email to firm’s document management system
  • Utilize department reporting tools to perform routine file audits, identify trends in file activity histories, identifying opportunities to clean up bad legacy data in records systems as needed
  • Support records compliance activities
  • Offices, Asset Family Owners, Enterprise Records Information Management, Information
  • Work independently to manage tasks and timelines
  • Perform work in a safe, compliant and efficient manner with a high regard for personal safety, for the safety of company assets, employees, and the general public
Qualifications for records analyst
  • Create new files for U.S. practitioners
  • Management of processes and special projects involving analysis, reporting and follow-up
  • Execute processes to ensure compliance with records policies and procedures, through the development of reporting packages and dashboards, follow-up and escalation of issues, administration of quality programs
  • Experience working within a global organization, including experience working virtually is preferred
  • Excellent customer service skills, including verbal and written communication skills, active listening, professionalism, and responsiveness
  • Ability to work well with other team members in both the US and India
2

Records Analyst Job Description

Job Description Example
Our company is looking to fill the role of records analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for records analyst
  • Design business processes and workflows for the creation, classification, access, maintenance, compliance management and destruction of electronic information
  • Assist in planning, coordinating and scheduling future needs of the Company’s electronic records management systems and repositories
  • Supports implementation of process improvements
  • Establishes and maintains cross-functional working relationships within the line of business and with key business partners throughout PG&E
  • Directing the work of student employee(s)
  • Scheduling of employee’s assigned work
  • Approving hours worked
  • Responsible for the coordination with HIM operations and staff for the execution and delivery of all Services per Customer processes and including, but not limited to, record pick up and processing, hardcopy retrieval of medical records, records destruction, and schedule of records eligible, or nearing eligibility for destruction
  • Serves as a point of contact and coordination for any services Customer may desire to inquire or initiate
  • Performs activities, including departmental director/manager query follow up, and collaboration with department leaders
Qualifications for records analyst
  • Knowledge of business process improvement disciplines or professional certifications (i.e., Six Sigma Business Continuity Management, Certified Information Systems Auditor, Project
  • Experience with document management and content management applications
  • Demonstrated knowledge of retention guidelines and relevant records and information governance technology applications for records retention
  • Experience working with Legal department to manage litigation holds
  • Experience in developing and conducting RIG training
  • Demonstrated excellent verbal and written communications, with the ability to communicate with a variety of individuals and personalities at all levels, internally and externally
3

Records Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of records analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for records analyst
  • Responsible for reviewing and reporting on all Service deliverables and the performance to the Service Level Agreement (SLA), including the appropriate problem solving and continuous improvement activities necessary to advance Customer’s records management and reduction of operating expenses
  • Assumes responsibility for records management program implementation
  • Ensuring content within Versatile Enterprise (VE) is accurate, and that VE is functioning and maintained
  • Coordinating and updating activities relating to VE workflows
  • Leading or participating in quality control and quality improvement processes relating to VE
  • Developing, designing, and updating new and existing VE reports
  • Generating and processing quarterly disposition authorization reports
  • Ensuring accessions are processed, tracked, accurately analyzed, and entered into VE
  • Acting as a subject matter expert for research records
  • Ensuring service-oriented office culture
Qualifications for records analyst
  • Gas Utility, and/or construction company experience
  • Personnel must have a college degree and 7 - 9 years experience
  • Minimum ten (10) years of experience as a Knowledge Manager
  • 5+ years performing records management in the IC
  • 5+ years of records management experience
  • Analytical thinking, strategic thinking and problem solving skills
4

Records Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a records analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for records analyst
  • Development of context-based, exploratory, and scenario testing for transaction flows and calculations
  • Code and abstract cases requiring knowledge of multiple complex coding systems
  • Determine appropriate coding to document Collaborative Stage (CS) and surgical resections
  • Review TNM Staging for completeness and accuracy
  • Participate in quality assurance (QA) reviews and field tests offered by SEER, ACoS, State Health Registry of Iowa (SHRI) and in-house quality control
  • Review information and assure that documentation regarding histology, diagnostic confirmation, stage, grade, primary site (with laterality), and hospital code (if the diagnosis was made elsewhere) is accurate
  • Review follow-up data and information provided by patients, families, physicians, external hospitals, nursing homes, and other facilities
  • Determine abstract status
  • Generate standard physician inquiry letter(s)
  • Work with the Rapid Quality Reporting System (RQRS) to collect and disseminate information related to quality standards and clinical team interventions
Qualifications for records analyst
  • Understanding of or experience with peripheral FileNet P8 tools often used in conjunction with IER, such as IBM Classification Module, IBM Content Collector
  • Legal Compliance and Risk assessment knowledge
  • Knowledge of digital media storage requirements
  • Project Management, analytical and organizational skills
  • Previous experience in pharmaceutical is a plus
  • Proficient database administration skills
5

Records Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for a records analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for records analyst
  • Review MSKCC Daily Operative Report Listing
  • Update information for Operative Reports pending and Operatives Reports completed
  • Properly account for all reports (jobs) which are received back from the Transcription Company on a daily basis
  • Provide back up to other Departments in Clinical Information Center as needed in order to meet the operation goals of the Department
  • Communicate effectively with Physicians and Hospital Administration on pending operative reports
  • Manage, coordinate, and monitor activities of the onsite record center
  • Coordinate the implementation of records imaging initiatives according to the applicable records retention schedule
  • In consultation with Records Manager, send RIM Survey to BURCS
  • Reviews medical record documentation in HPF, andwhen appropriate, creates andassigns to the necessary provider(s)dictation, signature and missing text deficiencies for completion according to established policy and procedure
  • As determined by established work queue processing prioritization, activelymanages the various analysis‐ specific work queues to update deficiency information following physician completion ordocument update activities
Qualifications for records analyst
  • 5+ IT/IS support experience
  • Ability to prepare and deliver PowerPoint presentations
  • Compliance related regulation knowledge
  • Power and Water Utility experience preferred, but not required
  • Displays technical proficiency within EMR / Practice Management System configurations
  • CPG industry knowledge experience preferred

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