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Management Professional Supervisory Support
Administration Data Management Organizational Excellence Procurement Real Estate Records
Management Professional Supervisory Support
Penn State Job Catalog
Records Analyst – Advanced Professional (PSU2430)
Job Summary
The Records Analyst has oversight for large scope institutional records management programs (i.e. University wide); works in collaboration with units and departments across the University to analyze records, write descriptions, and research appropriate retention and disposition requirements; drafts, edits, and proposes policies and procedures; conducts research of federal and state laws, institutional policies and procedures, as well as departmental/unit business processes and services to understand records management requirements.
Representative Duties
- Oversee the collection, classification, storage, retrieval, and disposition of University records (both controlled and uncontrolled)
- Review, assess, and analyze records; ensure proper classification; provide consultation and subject matter expertise on records management practices and/or projects; identify areas of risk, improvements, and efficiencies
- Respond to questions and issues concerning policies, processes, and procedures; provide guidance to stakeholders for evaluation of materials that should or should not be retained; ensure compliance with University and governmental regulations
- Serve as the subject matter expert and work directly with researchers, faculty, staff, and students to ensure appropriate access to available materials; develop and maintain finding aids, indexes, and digital resources to facilitate access to records
- Implement preservation practices to protect and extend the life of archival materials, including climate control, proper storage, and handling procedures; ensure materials at high risk for time-related degradation are preserved according to best practices
- Conduct research including benchmarking peer institutions and citing legal regulations, laws, statutes, policies, and procedures for the retention of University records
- Draft record retention schedules and file organization plans; create, administer, and maintain assessment questionnaires
- Respond to legal requests for records due to litigation, discovery, and preservation holds
- Oversee public records requests from receipt to final response
- Ensure materials that require official record keeping with government agencies and/or sponsors are appropriately filed
- Administer and monitor access and security controls to ensure the secure retrieval and transfer of records
- Audit and monitor records inventory for proper storage, retention, and disposition
- Collect necessary authorization prior to destruction of records, including confidential, transitory, HIPAA, FERPA, DoD, PCI, CUI, etc.
- Update and maintain records disaster preparation and recovery plans
- Lead records management projects for system implementation, migration, and decommissioning
- Develop training opportunities for departments and units and deliver training workshops and modules
- May maintain files; collect, organize, and review documentation; generate, edit, and submit summaries and reports
- May supervise staff members, including hiring, development, and performance management
Level Matrix
- Level:
- – Advanced Professional
- Base Description:
- – Completes activities, tasks, and/or projects of a functional nature.
- Level Summary:
- – Demonstrates proficient and comprehensive knowledge of defined skill areas/applications. Applies knowledge of principles, practices, and procedures of a particular field to decision-making and problem–solving. Works under minimum supervision on varied and sometimes difficult work assignments, conferring with supervisor or subject matter experts on unusual matters. May lead others or a team in completion of complex assignments. Interprets and communicates information clearly, accurately, and persuasively. Researches and tries new approaches when solving difficult or novel problems.
- Supervisory Responsibilities:
-
– Indirect supervisor or mentor for other full–time employees
– May serve as direct supervisor for part–time, student, and/or temporary workers, volunteers, or a full–time employee
- Fiscal Responsibilities:
-
– May validate and pay invoices
– May monitor/track budgets and funding
- Problem Solving:
-
– Encounters generally routine problems with progressively more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– May apply specialized knowledge and skills to resolve complex and/or varied problems, with supervisor oversight
– Researches and tries new approaches when solving problems
- Independence of Action:
-
– Works with minimal supervision on more difficult work assignments, conferring with supervisor on unusual matters
– Follows precedents and procedures
– May set priorities and organize work within general guidelines established by supervisor
- Communication and Collaboration:
-
– Communicates internally and externally within working unit and the University
– May communicate with external audiences for business purposes
– Promotes open communication in a manner that builds relationships among team members
– Applies appropriate strategies for managing conflict; negotiate reasonable compromises; propose and evaluate possible solutions
– Interprets and communicates information, ideas and instructions clearly, accurately and persuasively both verbally and in written materials intended for distribution
Salary Structure
- Comp Grade – 7
- Minimum – $46,400.00
- MidPoint – $56,800.00
- Maximum – $67,300.00
FLSA Exemption Status
Exempt
Minimum Education
Bachelor's Degree
Minimum Experience
3+ years of relevant experience
Equivalency
An equivalent combination of education and experience accepted
Additional Job Requirements
Job Profile last updated on 2025-01-17