HP TRIM & RM eLearning webinar

You’re invited to join our free webinar on Tuesday 13th September 2016; Time: 14:00 – 14:45 AEST (Find your local time) Our eLearning can help your organisation use HP TRIM & Records Manager more effectively, and a 3 year subscription for 1000 Active Users costs only $5,500 annually. During the webinar our eLearning consultant will provide a guided tour of the program and will answer any questions you may have. Each suite of eLearning consists of 14 courses and 60+ topics and we can provide customised content for your organisation. New topics and versions can be accessed as they become available, so you can equip your employees with up to date knowledge and skills. More details about our eLearning can be found here. 12 September edit: [registrations now closed ]  

Change Management Toolkit – 20% Discount in May

If you have recently upgraded or are planning an upgrade to HP RM8, then you need to consider change management as part of your project. Implementing a new system is challenging. Getting people to adopt new behaviours to realise the RM8 productivity benefits can be even more challenging. The Change Management Toolkit provides our strategic insights as well as tactics to plan, implement and monitor the people side of your Records and Information Management (RIM) change initiative. It includes tools and templates directly applicable to your records management project, including comprehensive sections on communication and training. This enables you to: Assess how ready your organisation is for change. Create a change management strategy. Reduce the level of resistance. Turn difficult stakeholders into supporters. Identify and manage risks. Create compelling communications for a variety of audiences. Develop a training plan that works. Monitor and measure for […]

Rapidly re-order the View Pane

Both the columns of the List Pane, and the fields of the View Pane are very useful to assist both records teams and End User in rapidly identifying information about a record. Both can easily be reconfigured through the Right Click menu, or the columns can be dragged into position. But are your End Users aware the fields of the View Pane can be dragged up or down into a preferred position with a single mouse? They’ll find it handy to quickly put prime information in pole position when the relevance of the fields changes between varied sets of records.

Using Client / Matter Record Types

There are a number of new Record Type behaviours in RM, including the Client behaviour and the Matter behaviour. Using these Record Types enables effective capture of legal records. A Client record is established, which holds the Matter records (of that Client), which utilise the Automated Sub Folder feature. Sub Folders can be regular folder records with classification applied. For example: Tip – Think bigger! Can you use this just for legal records or any Client based transactional area….

Join our Free HP TRIM/RM8 eLearning Webinar

You’re invited to join our free webinar on Wednesday 9th September 2015 Time: 14:00 – 14:45 AEST (Find your local time) No more places for the 9th September session. Running another session: Date: Tuesday 15th September 2015; Time: 14:00 – 15:15 AEST Our eLearning can help your organisation use HP TRIM & RM8 more effectively, and a 3 year subscription costs only $5,500 annually.  During the webinar our eLearning consultant will provide a guided tour of the program and will answer any questions you may have, including tips on writing a strong and fully considered business case. Each suite of eLearning consists of 14 courses and 60+ topics. The content is the equivalent of one day of instructor led training and we can provide customised content for your organisation. More details about our eLearning can be found here.

Set a Default Record Type in Outlook

If your organisation has a variety of Record Types for electronic documents your users will find it useful to set a default Record Type for their email records.  By doing so they’ll reduce the risk of accidently using the incorrect Record Type. In Outlook go to the HP TRIM / RM ribbon. Select the Settings option.  Once the Settings window appears click on the KwikSelect and choose the preferred default.  Click OK and you’re ready to save emails faster.

12 tips to improve your communication skills

Learn more about how you can improve your verbal and written communication skills, the common problems you can encounter in doing so, and how you can boost your effectiveness. Courtesy of ChangeFactory.com.au 12 tips to improve your communication skills from Change Factory

Maintaining Unknown (Ghost) Locations

A System Administrator will need to include regular maintenance on Unknown Locations as part of a system quality assurance routine. There are two options for maintaining Unknown Locations: Replace – Find the existing Location (i.e. internal staff member) that matches an Unknown Location. Right click -> Delete and enter the replacement Location to update all existing records. When you attempt to delete the Location, RM will prompt you to specify a replacement Location. Convert – If the Unknown Location does not match any existing Location double click on it and update the Location type. Try to perform maintenance on Unknown Locations outside of ‘heavy traffic’ hours, as it can cause the performance on the entire system to slow down.

Preventing Unknown (Ghost) Locations

Ghost Locations most often occur when an e-mail is saved into HP TRIM/RM. When an email is catalogued TRIM/RM attempts to find a Location that has a matching email address for the sender of the email, and if a match is not found then a Ghost Location is created. It is up to a System Administrator to manage and clean up these Ghost Locations. Here are 3 tips for minimising the creation of Ghost Locations. 1. Disable auto contact creation when cataloguing emails System Options -> Record Tab -> uncheck Convert all recipients to contacts for the Record. You may lose some desired recordkeeping functionality if you decide to disable this option. 2. Only automatically add email contacts if the Locations exist System Options -> Record Tab -> check both Convert all recipients to contacts for the Record & Only add recipients as contacts if […]

Introducing the new HP RM8 Expert Series

Following on from the positive feedback received from the “HP RM8 – What’s New & What’s Changed” national event, we are now excited to announce the launch of the HP RM8 Expert Series – specialised one day courses designed to take your RM administration skills to a new level. These courses will be organised in Sydney, Canberra, Melbourne, Brisbane and Darwin. Expert Series: HP RM8 Actions Actions and Procedures provide the workflow structure to streamline business process. Learn to develop Actions that support user requirements, and construct searching and reporting methods for improved information management and continuous improvement of process. Expert Series: HP RM8 Locations Establishment of a quality Location structure is integral to effective and efficient record and information management. Develop comprehensive knowledge of the behaviour of Locations and the linkages with other record items, and be able to maintain metadata quality efficiently. Expert […]

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