TRIM END USER

Aims:

This course aims to provide participants with a working knowledge of TRIM Context. 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:

  • Navigate and understand the TRIM Context screen (i.e. menus, toolbars etc.).
  • Perform both simple and complex searches in order to retrieve records.
  • Register records in TRIM (i.e. entering the appropriate metadata requirements).
  • Update record properties following registration.
  • Modify locations of records to reflect their current location.
  • Create new parts to a record in TRIM.
  • Relate records and process a record request.
  • Print reports and record labels.
  • Complete record actions.
  • Use TRIM to register and manage electronic documents (including e-mails).

Participants are provided with a course booklet and additional handouts.


Course Duration:

1 day


Cost: Contact SSA for a quote

 

 

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