Below are a series of TRIM fact sheets, Recordkeeping Guidelines and Process Maps.
TRIM Tips
Recordkeeping Guidelines & Process Maps
TRIM training is also available to users.
TRIM TIPS
| No. |
TRIM TIP |
PDF / WORD DOCUMENT |
| 1. |
QUICK REFERENCE GUIDES |
|
| 1.1 |
Quick Reference Guide |
|
| 1.2 |
Staff Records Quick Reference Guide |
|
| 1.3 |
Student Records Quick Reference Guide |
|
| 2. |
NAVIGATION & CUSTOMISATION |
|
| 2.1 |
Navigating in TRIM Context 6.2 |
|
| 2.2 |
Global Settings |
|
| 2.3 |
Customising List and View Panes |
|
| 2.4 |
Turning TRIM Integration On/Off |
|
| 2.5 |
Adding Records to Favourities and Worktrays |
|
| 3. |
RECORD TYPES |
|
| 3.1 |
Record Types
|
|
| 3.2 |
Staff Record Types |
|
| 3.3 |
Student Record Types |
|
| 3.4 |
Research and Commercialisation Record Types |
|
| 4. |
SEARCHING |
|
| 4.1 |
Searching in TRIM |
|
| 4.2 |
Saving a Search |
|
| 4.3 |
Searching for Staff Folders |
|
| 4.4 |
Searching for Student Folders |
|
| 4.7 |
Searches for Monitoring Data Entry |
|
| 4.8 |
Searching for Research & Commercialisation (R&C) Project and Agreement Folders |
|
| 5. |
LOCATIONS |
|
| 5.1 |
Searching the Location List |
|
| 5.2 |
Associating and Adding New External Locations |
|
| 6. |
OUTLOOK |
|
| 6.1 |
Saving Emails |
|
| 6.2 |
Attaching TRIM Records to Emails |
|
| 6.3 |
Linking Outlook Folders to TRIM |
|
| 7. |
MICROSOFT OFFICE (Excluding Outlook) |
|
| 7.1 |
Saving Microsoft Office Documents to TRIM
|
|
| 7.3 |
Saving Documents to TRIM from Microsoft Explorer |
|
| 8. |
DOCUMENT PROPERTIES |
|
| 8.1 |
Corporate Document Properties |
|
| 8.2 |
Student Document Properties |
|
| 8.3 |
Student Supporting Document Properties |
|
| 8.4 |
Committee Document Properties |
|
| 8.5 |
Agreement Document Properties |
|
| 8.6 |
Saving Documents in Multiple Folders |
|
| 9. |
EDITING DOCUMENTS |
|
| 9.1 |
Revisions (Drafting) |
|
| 9.2 |
Versions |
|
| 10. |
MAINTAINING FOLDERS |
|
| 10.1 |
Corporate Folders |
|
| 10.1.1 |
Folder Titling |
|
| 10.1.2 |
Creating Corporate Folders
|
|
| 10.1.4 |
Printing Corporate Folder Labels |
|
| 10.2 |
Staff Folders |
|
| |
Coming soon... |
|
| 10.3 |
Student Folders |
|
| 10.3.1 |
Creating Student Case Folders |
|
| 10.4 |
Copying Folders |
|
| 10.5 |
Relating Folders |
|
| 11. |
SECURITY |
|
| 11.1 |
Access Control Lists
|
|
| 12. |
WORKFLOW / ACTION TRACKING |
|
| 12.1 |
Action Tracking |
|
| 13. |
BOXING PAPER RECORDS |
|
| |
Coming Soon... |
|
RECORDKEEPING GUIDELINES & PROCESS MAPS
| RECORDKEEPING GUIDELINE / PROCESS MAP |
PDF DOCUMENT |
| Student Records Guidelines |
|
| Student Business Services Process Map |
|
| Research Student Centre Process Map |
|
If you have any queries please contact:
Records Management Services (RMS)
Ext. 81074 or trimhelp@qut.edu.au
