Aims:

This course aims to provide participants with an in-depth knowledge of how to manage a TRIM dataset. The course is primarily hands on and gives participants the opportunity to work in a TRIM dataset (includes scenarios and exercises).

Outcomes:

By the end of this training session, participants will be able to:

• Configure and maintain locations (including contacts).
• Define and configure security controls (including Levels, Caveats and Access Controls).
• Configure and maintain Record Types.
• Update and manage an on-line Thesaurus and/or Classification Plan.
• Update and manage an on-line Retention Schedule (including trigger application and applying Holds).
• Create and modify record reports and labels.
• Create and assign actions to records.
• Configure and use TRIM's Electronic Document Management (EDM) components, i.e. TopDrawer (Off-line Records), Desktop and Full Client.
• Configure and maintain the TRIM System Administration options.
• Maintain TRIM's Enterprise Studio and TRIM Services.

Pre-requisite Knowledge:

TRIM End-User

Course Duration:

2 days

Cost: Contact SSA for a quote

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