Procedures & Guidelines
To assist you in managing the records you create as a staff member of Western Sydney University, Records and Archives Management Services has developed a number of Procedures and Guidelines.
From the table below, select what you need assistance with to reveal a list of easy to follow instructions. If you require further assistance, please contact your RAMS
Email Best Practice
- Subject Field (PDF, 75.47 KB) (opens in a new window)
- What Can I delete? (PDF, 78.54 KB) (opens in a new window)
Organisational Change
- Guideline - Managing Records Pre and Post Restructure (PDF, 73.56 KB) (opens in a new window)
- Guideline - Organisational Change - Moving Offices ( PDF, 132.51 KB) (opens in a new window)
- Guideline - Organisational Change - Staff Ceasing Employment - Requirements for records and information management (PDF, 109.57 KB) (opens in a new window)
Recordkeeping
- Fundamentals (PDF, 1569.31 KB) (opens in a new window)
- Staff Separation Checklist (PDF, 62.2 KB) (opens in a new window)
- Guideline - Recordkeeping Responsibilities - What is a University Record (PDF, 96.16 KB) (opens in a new window)
Records Destruction - Including the use of Red Bins
- Guideline - Records Destruction - Examinations & Assessments (PDF, 124.98 KB) (opens in a new window)
- Guideline - Preparing Records for Destruction (PDF, 92.77 KB) (opens in a new window)
- Guideline - Recycle Bins and Secure Destruction (PDF, 109.34 KB) (opens in a new window)
Student Records
- Student Records - Information
- Student Records - Email Capture - cc to TRIM (Content Manager) ( PDF, 123.23 KB) (opens in a new window)
- TRIM 9 User Guide - Misconduct Rule - Recordkeeping (PDF, 984.29 KB) (opens in a new window)
- Outlook Rule - TRIM in cc Field (PDF, 218.22 KB) (opens in a new window)
- Quick Guide to TRIM Student Records (PDF, 1280.45 KB) (opens in a new window)
Student Records - Searching for, and Navigating in, a Student File PDF, 781.51 KB (opens in a new window)
CM (TRIM)
- TRIM 9 - Create New Folder (PDF, 639.17 KB) (opens in new window)
- TRIM 9 - Email a Record from TRIM (PDF, 375.68 KB) (opens in new window)
- TRIM 9 - Fix Error - Connection to HPE Content Manager Dataset Failed (PDF, 163.51 KB) (opens in new window)
- TRIM 9 - Installing Content Manager Add-ins to Outlook - May 2022 (PDF, 230.86 KB) (open in new window)
- TRIM 9 - Fix Error - Guideline to open. EML Messages in TRIM (PDF, 323.97 KB) (opens in new window)
- TRIM 9 - HPE Content Manager - Installations Instructions May 2022 (opens in new window)
- TRIM 9 - HPE Content Manager Troubleshooting (PDF, 663.72 KB) (opens in new window)
- TRIM 9 - HPE Content Manager Web Client user Guide (PDF, 331.37 KB) (opens in new window)
- TRIM 9 - Link Outlook folder to TRIM Folder (PDF, 312.28 KB) (opens in new window)
- TRIM 9 - Quick Search (PDF, 190.45 KB) (opens in new window)
- TRIM 9 - Save an Email (PDF, 219.75 KB) (opens in new window)
- TRIM 9 - Save an MS Office Document to TRIM (Word, Excel, Powerpoint, Project (PDF, 303.17 KB) (opens in new window)
- TRIM 9 - Shared User Labels (PDF, 176.44 KB) (opens in new window)
- TRIM 9 - TRIM 7.3 to TRIM 9.1 (HPE Content Manager) - Whats Different PDF, 668.53 KB (opens in new window)
- Applying Access Controls to Documents (PDF, 679.44 KB) (opens in a new window)
- Course Documentation: Unit Outlines/Learning Guides (PDF, 272.92 KB) (opens in a new window)
- Edit a Document (New Revision) PDF, 124.94 KB (opens in a new window)
- Edit a Document (Replace Revision) PDF, 336.81 KB (opens in a new window)
- Exporting Documents - TRIM (PDF, 961.36 KB) (opens in a new window)
- Global Settings in TRIM PDF, 154.46 KB (opens in a new window)
- Make a Document Final (PDF, 181.89 KB) (opens in a new window)
- Moving a Document to a Different File (PDF, 209.14 KB) (opens in a new window)
- Relate Documents - Alternatively Within (PDF, 598.73 KB) (opens in a new window)
- Relating Files (PDF, 405.43 KB) (opens in a new window)
- Saving a Document - Drag & Drop (PDF, 525.3 KB) (opens in a new window)
- Saving a document - Optional Fields PDF, 167.4 KB (opens in a new window)
- Saving a Document - Right Click - Send to TRIM (PDF, 405.45 KB) (opens in a new window)
- Saving a Network Folder - Drag & Drop (PDF, 650.5 KB) (opens in a new window)
- Saving a Network Folder - Right Click Send to PDF, 1748.83 KB (opens in a new window)
- Saving a Scanned Document (PDF, 161.95 KB) (opens in a new window)
- Scanning Standards (PDF, 189.5 KB) (opens in a new window)
- Searching - Advanced, Quick Find, Saved Searches (PDF, 822.81 KB) (opens in a new window)
- Setting Record Alerts (PDF, 899.2 KB) (opens in a new window)
- Showing TRIM Record Number in Outlook (PDF, 199.83 KB) (opens in a new window)
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