Archives and Records Management Services

Archives and Records Management Services have developed a number of training and information materials in the form of Advice Sheets for TRIM users at UWA. These Advice Sheets are concise, easy to read information pages on specific subjects about TRIM (e.g. searching, request records etc).

Please note that the ARMS Advice Sheets are available to UWA staff only. If you are not a staff member at UWA and would like to view this documentation please feel free to contact susan.gardner@uwa.edu.au or on (08) 6488 8142.

What to do when you first get access to TRIM:
When your TRIM account is first enabled, or if you get a new computer, you will need to apply Global Settings:
TRIM Advice Sheet 20 - What to do when you first get access to TRIM Context (Global Settings)

If you are located within Central Administration and you are responsible for creating electronic records in TRIM, you should also enable ODMA integration so that you can save emails, Word documents etc. N.B.: If you only use paper TRIM files you shoud NOT enable ODMA integration:
TRIM Advice Sheet 39 - Setting up TRIM integration with Microsoft Word Excel and Outlook (feature not available to Citrix users)

All Advice sheets listed on this page assume that you have applied Global Settings:
(TRIM Advice Sheet 20 - What to do when you first get access to TRIM Context)

Numerical list of TRIM Advice sheets

Finding & viewing TRIM records:
TRIM Advice Sheet 01 - Searching in TRIM
TRIM Advice Sheet 08 - Saving searches in TRIM
TRIM Advice Sheet 14 - Position Documentation in TRIM
TRIM Advice Sheet 16 - Viewing electronic documents in TRIM
TRIM Advice Sheet 54 - Finding and viewing student records

Record requests & updating the file assignee in TRIM:
TRIM Advice Sheet 02 - Requesting files & documents in TRIM
TRIM Advice Sheet 03 - Updating file locations in TRIM

Saving records to TRIM (Admin Domain users):
TRIM Advice Sheet 06 - How to save emails in TRIM (feature not available to Citrix users)
TRIM Advice Sheet 13 - Saving electronic documents in TRIM for Student Records (feature not available to Citrix users)
TRIM Advice Sheet 18 - What to file in Student Files
TRIM Advice Sheet 27 - How to register a research document in TRIM
TRIM Advice Sheet 32 - How to use the Research Thesaurus in TRIM
TRIM Advice Sheet 38 - Scanning paper documents to PDF using the photocopier for Student Records
TRIM Advice Sheet 39 - Setting up TRIM integration with Microsoft Word Excel and Outlook (feature not available to Citrix users)
TRIM Advice Sheet 41 - Acceptable formats for TRIM documents
TRIM Advice Sheet 42 - TRIM data entry conventions for documents
TRIM Advice Sheet 47 - How to title student documents in TRIM using Classification Terms
TRIM Advice Sheet 49 - Comparing and merging documents from TRIM
TRIM Advice Sheet 50 - How to create external locations in TRIM
TRIM Advice Sheet 52 - How to register general documents in TRIM
TRIM Advice Sheet 56 - How to create Research Administration files