TRIM

Implementation and maintenance of TRIM electronic document and records management system at UNSW.

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Document Titles when capturing to TRIM

Posted by on August 14th, 2011 · Uncategorized

A minor change has been made when capturing documents into TRIM.

Some users noticed that when they captured a document, TRIM used the Title and Author fields from the document’s metadata.  This caused a problem when these fields were not accurately filled out, for example when a document had been scanned.

As a result, TRIM has been tweaked so that the Properties of a document will be taken from its Filename, rather than the embedded Title.  The Author will need to be selected separately, though you can use the drop-down list to quickly access Authors you have recently used.

There should be no change for Emails.

If you experience any problems with this change, please contact the Records Office on x52596

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How to add extensions to the TRIM Viewer

Posted by on July 25th, 2011 · TRIM

Select Tools > Options

Click on the Viewer tab.

You will see a list of file types in a box called Bypass Viewer for these File Types.  Underneath this list is a text box where you can enter in the extension of the File Type you want the viewer to bypass.  Click the Add button to add it to the list.

Once the File Type has been added to the list, you can choose whether to have it open in Internet Explorer, or with the application normally associated with the File Type (eg Word).

Click Ok to save your additions.

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TRIM coming to Human Resources and ADFA Student Administrative Services

Posted by on July 24th, 2011 · Uncategorized

ICT partners for HR and ADFA TRIM deployments

 

 

 

 

TRIM Context 7.1, with electronic recordkeeping features, will be implemented within Human Resources and ADFA’s Student Administrative Services Unit over the coming months.

Both deployments are being supported by Alphawest who will conduct Workshops, deliver the Training and provide post-deployment support to staff. All in coordination with the Records and Archives Office.

Revised TRIM Deployment Schedule for Division of Research

Posted by on July 6th, 2011 · TRIM

The schedule for rolling out the TRIM client, and electronic recordkeeping functionality, to units within the Division of Research in 2011 has been revised.

The full schedule for remaining units is now:

  • July – Research Partnerships Unit
  • August – Research Strategy Office
  • September – Grants Management Office
  • October – Mark Wainwright Analytical Centre
  • November – Office of the DVC (Research) / ERA
  • December – Office of the PVC (Research)
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TRIM 7.1 upgrade complete

Posted by on June 1st, 2011 · TRIM

The move to TRIM 7.1 has been successfully completed. This now allows all users to access the full features of TRIM, including a web client.

TRIM 7.1 Web Client

Further details on the web client will be provided shortly.

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TRIM 6.4 v SOE

Posted by on April 5th, 2011 · TRIM


It had been hoped those units not on the University’s SOE (Standard Operating Environment) would have the TRIM 6.4 client deployed manually. Technical constraints have thwarted this course of action. TRIM, in its current form, only functions within the SOE, the culprit being domain-related access problems.

A solution has been proposed and accepted by the Project Board that alleviates the need to move units onto the SOE before receiving the TRIM 6.4 client.

This solution is to upgrade TRIM 6.4, originally deployed in December 2009, to the latest version – TRIM 7.1. Released in March 2011, TRIM 7.1 features cross-domain log-in functionality, meaning users will not be restricted to the SOE to access the UNSW Production database.

An added bonus of the upgrade to TRIM 7.1 is the release of a new ‘thin’ client. This uses a web browser but still provides full read/write capability to users for electronic records. This will allow units outside of the scope of the project to receive access to electronic recordkeeping in a more timely fashion. It also opens the door to different possible implemenations of TRIM to meet unit needs.

The initial focus however remains on the 2011 Project and deploying TRIM to units within the Division of Research. The timetable for the upgrade process means the schedule has been delayed but it is still expected to be completed on time by the end of 2011. An updated schedule will be published once the upgrade is complete.

The timing for the Graduate Research School and Grants Management Office deployments are also unaffected by this change.

TRIM Context 6.4 Implementation Schedule

Posted by on March 27th, 2011 · TRIM

The schedule for rollout of the TRIM 6.1 recordkeeping client, including electronic recordkeeping functionality, runs throughout 2011.
Units will be contacted to provide an introduction to the process followed by analysis of business and recordkeeping requirements. This process will result in documentation specific to the Unit for the implementation of TRIM alongside a training schedule for all staff.
Once training has been completed, the TRIM 6.4 client will be deployed to staff and a period of hands-on support, including floor-walking, will be provided to address any initial issues as the unit moves to electronic recordkeeeping. Once the use of the new client has been bedded-in, support will scale back to a normal level of service as provided by the Records and Archives Office. It is anticipated this process will take approximately 3 weeks from start to finish.

Schedule

TRIM Blog launched

Posted by on February 22nd, 2011 · TRIM

The beginning of the end

In 2009 funding was provided for the start of a project to provide an electronic document and records management system (EDRMS) for the University.

By the end of 2009 the project had resulted in the upgrading of the University’s TRIM recordkeeping system to the latest version, the development of recordkeeping tools, including a business classification scheme linked to disposal authorities, and the infrastructure to enable the implementation of electronic document management.

In 2010 the upgraded version of TRIM including electronic document capture features, TRIM Context 6.2, was rolled out to units within the Legal and Compliance Unit within the Division of the Executive Director, University Services.

In 2011 the project has continued with the focus now on the Division of the DVC (Research.) The full EDRMS toolset of TRIM Context 6.2 will be implemented across all units within the Division.

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