Records Manager 8.3 – The End User Change

Are you exhausted by the Records Manager 8 upgrade? The cycle of version releases is challenging organisations moving ahead to a new version of software. In December 2015 Linked Training undertook an Australia wide industry survey, the results of which were released in the Key Findings Report: Common Challenges in Information Management, and included the planned activity records teams would be involved in over the next year or so. Enthusiasm for upgrading to a new version of the TRIM software with improved searching features was very high. 48% of survey respondents aimed to upgrade to version 8 by June 2015, and 86% aimed to have upgraded by June 2016. It’s June 2016 and our observation is the upgrade rate has been about a third of original expectations. Upgrade fatigue is challenging those who have yet to complete the task. The move from HP TRIM version […]

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 […]

Writing the Business Case for eLearning – HP TRIM 7 or HP RM8

The majority of records managers work in a public office and thus a formal business case must be approved before public money can be allocated. At Linked Training we are frequently asked to provide information to records teams putting together a business case for HP  TRIM (and now also Records Manager 8 – RM8) eLearning. Every organisation will have a different reason and required outcome for selecting eLearning as part of their HP TRIM / RM8 delivery package so I’ve packaged our general advice into this article, and you can add your organisations specific situation and detail to support your case. The exact structure of a business case will vary organisation by organisation and it’s important to be aware of any templates or structures preferred in your organisation. There are both reactive and proactive situations on which a HP TRIM eLearning business case is built. […]

HP RM8 eLearning now available

Linked Training staff is proud to announce the release of our complete suite of HP RM8 eLearning, continuing the growth and development of our HP Records Manager 8 (RM8) training capability. Our eLearning platform SkillLink provides an uncomplicated, customised online HP RM8 training platform for eLearning managers and participants alike. Attending, delivering and managing HP RM8 training has never been easier! Topics of HP RM8 can be purchased as an off-the-shelf solution or customised to suit specific work practices. Sampling our HP RM8 eLearning is easy – call us on 02 8824 4677 and speak to an eLearning consultant or complete the contact form below and our eLearning expert will contact you shortly. Later edit: HP TRIM and HPE Records Manager eLearning now available on a new, cloud hosted learning system. For a free demo go to

RM8 Searching – Under the Bonnet

Having explored the new Records Manager 8 interface features that impact End Users in the article ‘The New World of RM8”, this article moves on to take a look under the search bonnet and prepares you to experience a paradigm shift in your search methodology! As you start using RM8 to conduct searches your first question will be “what happened to the Search Methods I used in HP TRIM when managing records?” For instance, traditionally you’d search for all Records with overdue Actions assigned by opening the Search form and selecting the Search Method ‘Record Actions Overdue’.  In TRIM 7 ‘Record Actions Overdue’ sits under the Business Process Search Method category with a range of Action related Search Methods, as per Figure 1. Figure 1:  TRIM 7 In RM8 (Figure 2) you will quickly find there is no Record Actions Overdue Search Method. Figure 2:  […]

The New World of RM8

The question of “What is new for the End User?” is faced by every organisation upgrading from one version of software to another. Major, and sometimes even minor, changes in the interface, the functionality and the features require training in some form for the end users to seamlessly transition. Where there is little change or competent users this may be in the form of informative presentations and flyers. For a different audience or extensive change more formal training may be required. Regardless, there will be a need to prepare resources, allocate training time and set aside the budget for this. With Record Manager 8 (RM8) released by HP as the latest version of the TRIM EDRMS many records units will be trying to decide if they should upgrade to TRIM 7 or RM8. TRIM 7 is now well established, and although for TRIM Administrators and […]

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