The TRIM Records Manager application is installed as part of the standard PC image on all BITS managed staff computers. Faculty computers bound to the UniWA domain may also be able to run the TRIM RM software locally. TRIM can also be accessed via the University's Remote Systems Access (Citrix) service by staff that are not able to access TRIM locally. To access records using TRIM you will need a TRIM account. Note: Position descriptions can be accessed without the need for a TRIM account via WebDrawer. 

Apply for a TRIM account

To apply for a TRIM account, complete the Application for access to TRIM form (you will be prompted to log in to the UWA Service Desk, if not already logged in, where you can then complete the form online). Once your account has been activated you will be enrolled into Records in TRIM training.

 

Account Prerequisites

Access to TRIM requires that you have an active Pheme account. If you are located on the Central Admin Domain you will also need a central administration network account. If you need to access TRIM via Remote Systems Access (Citrix) you will also need a separate account for the CItrix service. To Request a CItrix account (with TRIM access) you will need to create a new incident through the BITS Service Desk, requesting access to TRIM and to the IS PROD DESKTOP within Citrix. (Note: you still need to submit your application for access to TRIM form to IGS so we can set up your TRIM account).

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Software Prerequisites

TRIM Records Manager is a desktop application that integrates with MS Office applications to provide seamless electronic document management. TRIM RM is installed as part of the standard image on all BITS managed Windows desktop computers. The current standard operating environment for BITS managed computers includes Windows 7 (64 bit) Office 2010 (32bit) and TRIM RM8.1.1 (32bit). If you have a non-standard Windows computer or your pc support is not provided by BITS, you will need to be aware of the supported Operating Systems and Office versions in order to use TRIM.

IGS recommends using the BITS standard operating environment (currently Windows 7 64bit / Office 2010 32bit / TRIM RM8.1.1 32bit) wherever possible.

Supported Operating Systems:

• Windows Vista SP1 (64bit) Enterprise 
• Windows Vista SP2 (32bit) Enterprise
• Windows 7 SP1 (32bit or 64bit) Professional or Enterprise
• Windows 8 (32bit or 64bit) Professional or Enterprise 
• Windows 8.1 (32bit or 64bit) Professional or Enterprise

 Supported Microsoft Office versions:

• Office 2007 SP3 (32bit)
• Office 2010 SP2 (32bit or 64bit)
• Office 2013 (32bit or 64bit)

IMPORTANT: The bit versions of Office and TRIM must match, therefore if you are running a 32 version of Office you will require a 32bit installation of TRIM, if you are running a 64bit version of Office you will require a 64bit installation of TRIM.

The TRIM software can be downloaded from the BITS software download site (installation instructions are included):  

If you have a non-Windows computer or are using software that is not supported for TRIM you will need to access TRIM via Remote Systems Access (Citrix)

Getting a new computer? Check in your TRIM Offline Records from your old computer first

If you create or edit electronic records in TRIM then you will be using TRIM Offline records. Each time you edit a record in TRIM it gets ‘checked out’ to your computer so that no-one else can edit it at the same time. Sometimes edited records can remain checked out to the TRIM Offline Records folder. This will happen if you have chosen to check a document out to the Offline folder to work on it and forget to check it back in, but it can also happen if you close TRIM while you still have a record open for editing. It can also occur if there is a network glitch, or if the application you’re using to edit the document crashes.

It is important to ensure that all of your TRIM records are ‘checked in’ before you get a new computer. If you don’t check in your records before you get your new computer then you will need to manually locate them to check them back in (a fairly laborious process).

To find the records you have ‘checked out’ (if any), press Alt+F1 in TRIM. This search is a little slow to run, so please be patient. Once the search has finished, select (Ctrl+A) the records (if there are any), then right click and choose ‘check in’, then click OK. Your records will now be checked back in to TRIM.

 

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