User Guides
UNSW TRIM Data Entry Standards
Data entry standards for record titling and for Locations
TRIM Desktop Client
Note: The following are TRIM Reference files which require TRIM User Access to view. If your PC isn't a SOE, then when you receive a login prompt, please enter 'adunsw\' then followed by your zStaff ID, and Password is your zPass (not UniPass).
| QUICK REFERENCE GUIDES | |
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Working with TRIM |
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Searching TRIM |
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Creating records in TRIM |
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Revising Records |
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Locations |
| MICRO GUIDES | ||
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| Navigation & Customisation | ||
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Typical TRIM Result window and its elements | |
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Creating Quick Access for the Commands you most often use in your Toolbar |  |
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Removing a Quick Access from your Toolbar | |
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Displaying Columns that you need | |
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Removing Columns that you don't need | |
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Sorting Column Ascending or Descending | |
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Sorting Multiple Columns Ascending and or Descending | |
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Displaying Fields that you need in the List Pane | |
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Removing Fields that you don't need in the List Pane | |
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Viewing electronic document and the previous revision | |
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Viewing multiple previous revisions | |
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Placing records you frequently refer to in WorkTray or Favourites | |
| Email and TRIM | ||
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Set-up TRIM Integration with Ms Outlook Email | |
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Troubleshooting: TRIM Buttons are not appearing in Ms Outlook | |
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Troubleshooting: TRIM Buttons are appearing, but not working in Ms Outlook | |
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Cataloging email into TRIM | |
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Linking an Email Folder to a TRIM Electronic Folder | |
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Modify existing Linked Folder with different TRIM Electronic Folder No | |
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Remove existing Linked Folder | |
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Reply, Reply to All, or Forward email from TRIM | |
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Sending TRIM Record Reference(s) via Email | |
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Sending a copy of TRIM electronic document(s) via Email | |
| Searching in TRIM | ||
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Search Concepts you need to know | |
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Quick Search with single criteria | |
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Count | |
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Refining a search | |
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Filtering a search | |
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Search by Record Number Range | |
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Search by Dates | |
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Search by Title Word, Notes Word or Any Word | |
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Search by Document Content | |
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Search by Email Message Text | |
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The difference between Search by Document Content and Search by Email Message Text | |
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Search by Electronic Document Type | |
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Search by Creator, Author or Addressee, etc | |
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Search by Owner Location | |
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Search by Assignee | |
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Search with multiple criteria (And Or) | |
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Save a Record Search | |
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Access to Saved Search | |
| VIDEOS (require StaffID and UniPass login) | |
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| Browsing | |
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How to browse records under Classifications (19.0 seconds). |
| Creating | |
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How to create a New UNSW Electronic Folder (96.3 seconds). |
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How to create (save) a new electronic document (eg: Word, Excel, PDF) (56.4 seconds). |
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How to edit an electronic document (eg: Word, Excel, PPT) (127.7 seconds). |
| Security and Access Control | |
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How to apply Access Control to a record (62.6 seconds). |
| Contact and Organisation | |
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How to add a New Contact (87.0 seconds). |
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How to add a New Organisation (53.8 seconds). |
TRIM Web Client
| QUICK REFERENCE GUIDES | |
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Searching |
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Creating and Editing Records |
TRIM Webdrawer
| REFERENCE GUIDES | |
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A Quick User Guide |
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A Complete User Guide |
| VIDEOS (require StaffID and UniPass login) | |
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| Searching | |
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How to search for files and documents with one method at a time, eg: Title Word (48.5 seconds). |
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How to search for files and documents with two methods, using 'AND' condition, eg: Title Word AND Date Created range (56.0 seconds). |
| Requesting | |
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How to request existing files and documents (50.5 seconds). |
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How to find the files requested by me (32.9 seconds). |
| List of my TRIM files | |
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How to find the files assigned to me (7.2 seconds). |