CRMS Guides & Training

Corporate Records Management System (CRMS) is a legacy records management system used for managing physical records.

Some government and broader public sector organizations continue to use CRMS, but no new offices are starting with this system.

Learn more with:

• Guides
• Training

The Recorded Information Management (RIM) Manual provides supporting policy for government records management practices.

CRMS Guides

 User manuals provide detailed instructions and examples of CRMS:

• Level 1 Training Guide (PDF)
• Level 2 Training Guide (PDF)
• Quick Training Guide (PDF)

CRMS Training

Training for managing records with CRMS is offered in the following formats.

Self-directed Learning

Online training videos provide information about and examples of using CRMS:

• Foundations
  Learn how to navigate CRMS, create records, use volumes and enclosures and search strategies.
• Disposition
  Learn how to navigate disposition processing screens, roll over records, make offsite transfers and onsite destruction.

Learning System Courses

Government employess can register for in-person and online courses:

• CRMS with LiveMeeting (ITEM-437)

To learn more about these courses and to register, visit the Learning System (B.C. government only) and search for a course by its title or item number.

Customized Training

Customized in-person training sessions are available based on your office’s records management training needs. Contact your records officer for more information.