Introduction 

TRIM stands for Total Records and Information Management. It is Flinders University's electronic document and records management application and the repository for official University correspondence. The information that follows augments formal TRIM training and is designed to assist the TRIM User in the understanding of both the functionality of TRIM and the Business Rules associated with the application.

TRIM Business Rules and Security

• TRIM Business Rules (PDF 82KB)
• TRIM Document Scanning Guidelines (PDF 54KB)
• Explanation of the TRIM Security Model (PDF 80KB)

TRIM Advice Notices

Getting Started in TRIM

• TAN 01 TRIM Installation (PDF 614KB)
• TAN 02 Access to the TRIM Training Sandpit (PDF 333KB)
• TAN 03 Customisation of TRIM (PDF 425KB)
• TAN 04 Setting up TRIM integration with Microsoft Word, Excel and Outlook (PDF 142KB)  

Finding and Viewing Records in TRIM

• TAN 05 Searching in TRIM (PDF 1MB)  
• TAN 06 TRIM favourites and trays (PDF 408KB)
• TAN 07 Saved Searches in TRIM (PDF 411KB)

 

 Saving to TRIM

• TAN 08 Document and Record Naming Conventions (PDF 158KB)
• TAN 09 Acceptable Formats for TRIM Documents (PDF 207KB)
• TAN 10 Saving a Document into TRIM Send to (PDF 196KB)
• TAN 11 Registering a Document into TRIM (PDF 775KB)
• TAN 12 Capturing an Email into TRIM (PDF 388KB)
• TAN 13 Editing a Document in TRIM (PDF 930KB)
• TAN 14 Making Electronic Records Final (PDF 98KB)  

Workflow and Action Tracking

• TAN 15 Using Workflow and Action Tracking (PDF 592KB)
• TAN 16 Emailing a TRIM Record (PDF 5MB)

TRIM Shortcuts and Special Features

• TAN 17 TRIM Keyboard Shortcuts (PDF 410KB)
• TAN 18 Adding External Locations to TRIM (PDF 396KB)
• TAN 19 Delegations (PDF 609KB)

Forms

The following forms should be saved locally and then attached to an email and sent to the TRIM Helpdesk.

• TRIM Information, Assistance Request (PDF 99KB)
• TRIM File Request (PDF 101KB)  
• New TRIM User Access Request (PDF 286KB)

Frequently Asked Questions

What types of Records are managed in TRIM?

The University's official 'corporate' records are managed in TRIM. It is the repository for the University's official correspondence.

Do I need access to TRIM?

If you are a staff member in the Vice-Chancellor's office/Central Administration, you may need to use TRIM. Faculty and Library staff members may require access to TRIM depending on business needs.  Contact the TRIM Helpdesk

How do I get access to TRIM? - Complete the New TRIM User Access Form.

How can I go about organising training?

New staff will receive TRIM training, if required, as part of their induction to the University. A basic introduction to TRIM at the new user's workstation usually takes about 45 minutes. Contact the TRIM Helpdesk for more information on TRIM training.

I’ve forgotten how to do a search, and some other basic functions in TRIM.  Is there a quick and easy way to get help?

Go to the TRIM Advice Notices or alternatively, contact the TRIM System Administrator on Ext: 13062

Do I need to file emails?

Information that is created during the course of University business is considered a University record, regardless of its format.  Therefore, any email that relates to your day to day business must be treated in the same way as any paper records you would create or receive during the day. 

When registering documents it is sometimes difficult to find the appropriate file in TRIM.

You may not have access to the file, or you may be using wrong key words, or the file may not exist. Contact the Record Classification Officer on Ext: 12021

 

Trim Enquiries: TRIM System Administrator

 

                         Tel: (+61 8) 8201 3062