Training

• Archives Office of Tasmania Training Sessions

Information Brochures

• Introduction to Records Management
• Email Checklist
• You've Got Mail - managing email as records

Information Sheets

• Managing Inactive (Archive) Records
• Register of Records Destroyed
• Requests, Resubmits, Bring ups

TRIM Cheat Sheets (links directly to TRIM ie. access is only available to TRM users)

• Action tracking- applying actions/procedures to a document
• Action tracking- modifying attached actions/procedures
• Action tracking - TRIM mail notifications
• AMS - what to do with TRIM mail notifications
• Behaviour of TRIM document queue processing options
• Certificates of Title
• Changing Access Controls
• Changing your TRIM Context password
• Checking a PDF out / placing in a new revision
• Checking an email into TRIM from Lotus Notes 6.5.3 / Lotus Notes 5.0.11
• Checking in a document from TopDrawer
• Checking in a draft document from TopDrawer
• Contract register entry form into TRIM
• Correspondence entry form
• Creating Internal Locations-
  • New Organisation
  • New Person
  • New Positions
• Creating/searching electronic document versions
• Creating a new document from template in TRIM
• Creating new TRIM users - TRIM Enterprise Manager
• Dragging/dropping a document into TRIM
• Dragging/dropping a folder into TRIM
• Inactive Physical Folders into a Container for Secondary Storage
• Placing new documents into TRIM using the Send to functionality
• Placing contents of a folder from the directory into TRIM using the send
• Placing documents into TRIM from the document queue
• Rural clinical Scool document entry Form - TRIM
• Sending electronic documents in TRIM to locations using mail recipient
• Setting up the bypass TopDrawer option
• Using TRIM direct intergration with native applications

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Created: 30-Jul-2001 | Last Modified: 25-Nov-2008