An Electronic Document and Records Management System (EDRMS) is a system which captures, manages and provides access to records and information through time. The University currently utilises HP TRIM (referred to as TRIM) as its EDRMS to manage all business information including administrative, research, teaching and course material regardless of format.
TRIM includes a classification scheme, retention & disposal functionality, a contacts database and the ability to track information across the University. It also has the capacity to integrate with other business systems such as Microsoft SharePoint, the Research Management Data Base, TechnologyOne Financials (TechOne) and the Human Resources Management System.
TRIM can provide:
Microsoft Office applications have a direct interface with TRIM whilst files created in other applications can be imported by various methods, such as drag & drop. This ensures that all business documentation can be saved into TRIM with as little disruption as possible to normal work processes. TRIM also has an offline facility and web client if you require documents from TRIM when you are not in the office.
UTAS staff members with TRIM access may access TRIM via the TRIM Web Client. Log in using your standard UTAS username and password. If your machine is not directly connected to the UTAS network, you may need to connect via a VPN first. Please note that you still need TRIM access to log in via the web client.
TRIM is currently utilised by the following business units:
Other business areas wishing to request TRIM access may use the Application for TRIM Access form, but should be aware that TRIM is currently rolled out to new business areas on a case by case basis. A business case is required to substantiate the need for a roll-out to an additional area and a formalised project will be set up to support planning and implementation. Please note that the Records Management Unit has limited resources to implement and support large installations, so consultants may need to be engaged to assist with business analysis, configuration and training requirements. See Information Sheet 13: Access to TRIM.
Introductory training is provided to all new TRIM users, but if you are an existing TRIM user and would like a refresher training session, please contact the Manager, Records and Information.
We also have some online tutorials for TRIM users in our MyLO course: Managing Records with TRIM.
Please note that any gaps in the list above may be due to the rescinding of obsolete Cheat Sheets, rather than through inadvertent omission. However, if you find any broken or erroneous links, please let us know via our feedback form. The TRIM Cheat Sheets are also available from within TRIM itself: TRIM reference 09/0139.
Authorised by the Chief Information Officer
8 November, 2013