5 Record Registration Health Checks for Improved TRIM Adoption

TRIM, or any EDRMS, configuration needs to serve two purposes. Firstly the various objects within the system need to enable records managers and officers to effectively manage records. This covers maintaining the records in accordance with legislative requirements, including both retention and security. In addition it includes easily retrieving records or information requested. The second purpose the configuration must serve is creating the recordkeeping environment that will be embraced, or as a minimum not rejected, by staff who must create records. The configuration that makes the life of a records manager easier is frequently not conducive to motivating an end user to create records. Over the years we’ve developed a TRIM training health check. This article looks at five key configuration activities relating to record registration that impact the recordkeeping environment and therefore motivation of end users to use TRIM. 1. RECORD TYPES There is […]

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