Records Specialist

Summary

Job Category:
Records Management
Job Title:
Records Specialist
Job Category Definition:
This specialty covers the process of managing and supporting the creation, maintenance and retention of academic records including, but not limited to, registrations, transcripts, schedules, course descriptions and curriculum records.
Job Title Definition:

Records Specialists primarily support academic record functions throughout the student life cycle, including student academic actions, class and room scheduling, registration, enrollment and degree verification, student grades, degree audit, graduation, and transcript requests. Records Specialists modify and interpret student information, apply academic policies, conduct regular audits, verify accuracy, investigate and resolve issues with academic records, and may participate in the athletic eligibility process.

Records Specialists within this job profile may more broadly support records functions including maintaining and updating University, business, medical and human resources records, ranging from general to more advanced responsibility; often involving a public contact role to obtain, clarify, or provide information regarding activities of the work unit. Duties are performed at various levels within the defined title.

Working Conditions:
Specific physical requirements and effort are outlined in Job Responsibilities Worksheet (list of essential job duties and responsibilities specific to a particular job at the unit level) in accordance with the Americans with Disabilities Act of 1990 (ADA).
Other Requirements:
 

Levels

Level 1  

There is currently no Level 1.

Level 2  

Level Details
Job Code Salary Band FLSA Status
ADOP0302 D Non-Exempt

Level 2 positions typically demonstrate intermediate knowledge of the concepts, practices and procedures of a particular field of specialization; perform intermediate tasks in defined skill areas/applications by continuously building on current job knowledge; maintain effective relationships with peers, vendors, and others in a diverse environment; support team decisions and follow through with team responsibilities; interpret information, ideas and instructions and communicate clearly and accurately both verbally and in writing including materials intended for distribution; determine causes of unusual occurrences and apply standard principles and practices to determine and implement solutions; ensure safe practices and environmental consciousness are exhibited in decisions; typically work under general supervision, while performing assignments that are varied and that may be somewhat difficult in character, but usually involve limited responsibility.

Typical Education & Experience

2+ years of related experience

High School Diploma or higher

Or an equivalent combination of education and experience

Typical Work Duties
  • Serve as the first-line liaison to internal and external contacts
  • Direct customers and visitors to appropriate source
  • Direct, review, screen, and process telephone communications and mail; act on routine requests and/or refer
  • Communicate about standard services, processes, and procedures using prescribed or established guidelines
  • Resolve routine academic/medical record issues
  • Prepare, process, update, compile, and ensure confidentiality of sensitive records, information, and materials
  • Establish and maintain files and databases; gather and assemble information; create reports
  • Maintain and update mailing lists; organize and implement mass mailings
  • Process routine updates to centralized database based on associated forms
  • Gather information from records to draft emails, memos, and other documents in compliance with office, University, state, and federal regulations
  • May update and make routine changes to web pages
  • May assist in arranging and providing information for special events

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 3  

Level Details
Job Code Salary Band FLSA Status
ADOP0303 E Non-Exempt

Level 3 positions typically demonstrate proficient and comprehensive knowledge of defined skill areas/applications to integrate fundamental elements from other specialties into work assignments; apply knowledge of principles, practices, and procedures of a particular field of specialization to complete difficult assignments; promote a culture that is conducive to effective relationships among diverse team members; ensure safe practices and environmental consciousness are exhibited in decisions; may lead a project team involved in completion of difficult assignments, requiring proficient knowledge of field of specialization; interpret and communicate information, ideas and instructions clearly, accurately and persuasively both verbally and in writing including materials intended for distribution; incorporate new facts and ideas into group processes and apply creative thinking to develop new solutions; typically work with minimal supervision on difficult assignments, conferring with manager on unusual matters.

Typical Education & Experience

3+ years related experience

High School Diploma or higher

For medical records positions, an Associate’s Degree in Health Information Technology, Medical Office Specialist, or other related medical certificate program may be required

Or an equivalent combination of education and experience

For medical records positions, an Associate’s Degree in Health Information Technology, Medical Office Specialist, or other related medical certificate program may be required

Typical Work Duties
  • Respond to routine and moderately complex questions and issues concerning unit/University policies, processes, and procedures from internal and external contacts
  • Identify and resolve various non-routine record problems
  • Analyze records for accuracy and update inconsistent information
  • Advise customers and visitors about services, processes, and procedures
  • Process requests associated with sensitive records and information
  • Create and maintain files, databases, and reports
  • Prepare informational reports and spreadsheets
  • Prepare documents and correspondence
  • Comply with University retention policies and maintain appropriate schedule for inactive records
  • May coordinate special events and other functions
  • May conduct informational presentations
  • Assist with planning and coordination of non-routine projects
  • Create and maintain web pages
  • Recommend changes to processes and procedures
  • Coordinate back-up support as needed
  • Perform duties listed in lower level

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 4  

Level Details
Job Code Salary Band FLSA Status
ADOP0304 F Non-Exempt

Level 4 positions typically demonstrate advanced knowledge of principles, practices, and procedures of a particular field of specialization and complete complex assignments; integrate complex elements from other specialties into work assignments; demonstrate a strong commitment to inclusionary practices which support diversity throughout the University; establish a shared vision and take responsibility for the achievement of team goals, and provide direction for appropriate implementation of plans; present ideas, concepts and instructions in a clear manner, and use persuasion and negotiation to build consensus and cooperation; ensure safe practices and environmental consciousness are exhibited in decisions; develop new techniques, concepts, theories, programs or solutions and apply them to complex strategic operating issues; typically work independently on complex work assignments, review progress and evaluate results and update management as appropriate; may direct and delegate work to lower-level staff.

Typical Education & Experience

3+ years related experience

Associate's Degree or higher

Or an equivalent combination of education and experience

For medical records positions, an Associate’s Degree in Health Information Technology, Medical Office Specialist, or other related medical certificate program may be required

For medical records positions, an Associate’s Degree in Health Information Technology, Medical Office Specialist, or other related medical certificate program may be required

Typical Work Duties
  • Serve as the primary contact for a specialized area; respond to complex questions and issues concerning unit/University policies, processes, and procedures from internal and external contacts
  • Oversee work unit files, records, databases, document imaging systems, and reports
  • Interpret and communicate information to meet specific needs of staff and clients
  • Draft reports and make recommendations for solving records problems
  • Assist supervisor with the resolution of problems or conflicts by researching issues and making recommendations
  • Analyze records to ensure University requirements or other pre-established criteria are being met
  • May calculate eligibility requirements or verify eligibility data
  • Ensure compliance with University retention policies and maintain appropriate schedule for inactive records
  • Compose letters, memos, and reports requiring research and present data to support findings
  • Coordinate and contribute to the collection of data for annual or periodic reports, grants, etc.
  • Coordinate projects, special events, and/or programs
  • May conduct informational presentations regarding area expertise
  • Research and write drafts for projects, reports, and newsletters
  • Ensure compliance with applicable state and federal laws and regulations
  • May supervise, direct, and train student and assigned staff
  • May perform duties listed in lower level(s)

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 5  

Level Details
Job Code Salary Band FLSA Status
ADOP0305 H Non-Exempt

Level 5 positions typically extend mastery of job knowledge to the principles, theories and practices of related specialties; expand knowledge of best practices and incorporate into all work assignments and procedures; evaluate and enhance current practices and efforts to ensure optimal support of diversity; oversee leadership of teams and projects that involve extensive cooperation and coordination between multiple departments across the University or with external customers; prepare written and/or verbal presentations or proposals on highly complex issues and deliver to a broad variety of audiences; identify and implement innovative solutions to important, highly complex strategic and/or operational issues which may involve unusual circumstances and incomplete or conflicting data; ensure safe practices and environmental consciousness are exhibited in decisions; work independently on highly complex or strategic assignments; may direct and supervise lower-level staff.

Typical Education & Experience

6+ years of related experience

Associate's Degree or higher

For medical records positions, an Associate’s Degree in Health Information Technology, Medical Office Specialist, or other related medical certificate program may be required

Or an equivalent combination of education and experience

For medical records positions, an Associate’s Degree in Health Information Technology, Medical Office Specialist, or other related medical certificate program may be required

Typical Work Duties
  • Plan, organize, coordinate, and oversee daily activities of a records office
  • Facilitate flow of work throughout work unit and coordinate work assignments of employees
  • May interview, hire, supervise, train, and provide input into evaluation process
  • Assist in the development of new processes or procedures relevant to the needs of the records office
  • Establish work unit procedures for handling and maintaining confidential materials
  • Analyze operating practices to create new systems or revise established procedures
  • Make recommendations for strategic planning based on operational knowledge
  • Contribute to continuous quality improvement initiatives in unit
  • Oversee work unit files, records, databases, document imaging systems, and reports
  • Write reports and make recommendations for solving records problems; present data to support findings
  • Interpret and communicate information to meet specific needs of staff and clients
  • Resolve problems or conflicts by researching issues and making decisions
  • Analyze records to ensure University requirements or other pre-established criteria are being met
  • Ensure the office is complying with retention policies and oversee appropriate schedule for inactive records
  • Identify improvement opportunities or changes to current initiatives and recommend appropriate actions
  • Research and compile background material for meetings
  • Ensure compliance with applicable state and federal laws and regulations
  • Coordinate and contribute to the collection of data for annual or periodic reports, grants, etc.
  • Oversee coordination of projects, special events, and/or programs
  • Research and write project specifications, reports, and newsletters
  • Lead special project and operational teams to successful completion of assignment

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.