To assist staff in the execution of their duties associated with the application of TRIM a set of documented procedures, based on 'best practice' has been developed, as per the Index of Procedures below.
Procedure Number
Title
1
Search Methods Set-Up (PDF 142 KB)
2
Search for Records (PDF 81 KB)
3
Creating New Document (Record) (PDF 94 KB)
4
Saving Documents to TRIM (Word/Excel) (PDF 78 KB)
5
Editing Word Documents in TRIM (PDF 30 KB)
6
Checking Document Out and In (PDF 113 KB)
7
Sending Documents Attachments to TRIM (PDF 128 KB)
8
Scanning Documents into TRIM (PDF 125 KB)
9
Moving Documents to Another File Folder (Container) (PDF 193 KB)
10
Requests (Bring-ups) (PDF 217 KB)
11
Setting up E-mail Mapped Folder Direct to TRIM (PDF 144 KB)
12
Add Catalogue E-mails to TRIM (PDF 70 KB)
13
Drop and Drag E-mails Direct to TRIM (using Mapped Folder) (PDF 81 KB)
14
Saving Saved Searches (PDF 113 KB)
15
Printing Labels for File Folder (Container) (PDF 57 KB)
16
Creating New File Folder (Container) (PDF 180 KB)
17
Customise Record View Pane (Properties) (PDF 128 KB)
18
Customise Tool Bar (PDF 86 KB)
19
Shortcuts (PDF 30 KB)
20
Action Tracking (PDF 108 KB)
21
Set Up Saved Searches for Actions (PDF 133 KB)