What is TRIM document management?
It is an enterprise document and records management system (EDRMS) for physical and electronic information designed to help businesses capture, manage, and secure business information in order to meet governance and regulatory compliance obligations.
What does HP TRIM stand for?
Micro Focus Content Manager
Micro Focus Content Manager (formerly HP Records Manager, HP TRIM) is an electronic document and records management system (EDRMS) marketed by Micro Focus.
How do I edit a document in trim?
Right click on document in TRIM and select Edit. The document will open in edit mode. You can also drag and drop document from your network drive onto the TRIM record to create a new document revision.
How do I find a folder in trim?
On the Global Ribbon. To ‘Refine Search’ press ‘F7’ and your original search window will appear so that you can click on each folder and set the search criteria you wish.
What are 5 essential elements of an effective records management system?
The keys to an effective records management system are ensuring you have the right skill set, developing a classification scheme, defining a metadata model, ensuring records management is represented, leveraging staff for quality control, inviting regulatory input, and ensuring stakeholders are engaged.
Is TRIM app free?
For the most part, Trim is a free service. The only time you’ll pay is after a successful negotiation lowers your premiums or bills. In these cases, Trim charges a success fee of 15% of your total yearly savings. You are not charged if Trim does not save you money.
Is TRIM worth the money?
To sum it all up, Trim saves you money if you have recurring charges, unwanted subscriptions, or out-of-control cable bills — without requiring you to make the phone calls yourself. This service can lower bills by negotiating down your credit card interest rates (APRs). Trim is definitely legit and secure.
Is trim a CRM?
TRIM (also known as HPE Content Manager) is the University’s central record keeping system, primarily used for vital, high risk and high value records.
How can I edit a document for free?
If you need more advanced PDF editing tools, you can try Adobe Acrobat Pro free for seven days on your desktop, mobile device, or online. With Acrobat Pro for Mac or Windows, you can: Edit PDF text to fix a typo, change fonts, or add new content. Move, rotate, flip, or add images (JPG, PNG, and more)
How do I create a new record in trim?
Click on the New Record/Object button on the toolbar. The TRIM Context – New dialog box will display. 2. Select the Folder record type you wish to create and click OK.
What are 4 characteristics of records?
Based on this study the essential characteristics of records were identified as context, form, organization, structure and version/copy.
How do I start a records management system?
Start a records management program and you’ll boost the bottom line
- #1. Set up a records management team.
- #2. Identify key records, and figure out how long they need to be kept.
- #3. Develop a storage strategy.
- #4. Destroy the records you no longer need.
- #5. Write down your new policy and share it with your team.
Is trim worth the money?
How does trim get paid?
As discussed, Trim makes money through its bill negotiation service, for which it charges up to 15% of the total annual savings. Furthermore, like many other budgeting tools, Trim recommends certain financial products that it thinks might be a good fit for you.
How can I take records management training for free?
Now, you can take our records management training on your own schedule, for free. Our Online Learning page Online Lessons gives you access to all of the training lessons we have developed.
How do I get access to trim?
Step 2 – access request – submit an online Access Form. Step 3 – obtain access to TRIM (download software or view web client in web browser) To get started using TRIM, you need to do some training. For all staff, it’s available online for free and you can register anytime.
What is the purpose of training record management?
Training record management is a major element of quality management, compliance, and regulatory practices as well as employee safety. Training Record Management Today. Training record management is a major element of quality management, compliance, and regulatory practices as well as employee safety.
How can I suggest new records management topics and training?
If you would like to suggest new topics and training products, send your ideas to [email protected]. We host webinars on records management topics that are of interest to Federal records managers. Please send your requests for webinars about specific topics to [email protected].