TRIM Guides & Training
Total Records and Information Management (TRIM) is a records management system used by government and the public sector to manage physical and electronic records.
Learn more with:
The Recorded Information Management (RIM) Manual provides supporting policy for government records management practices.
TRIM Guides
User manuals provide detailed instructions and examples of TRIM:
- Electronic Documents & Email (PDF)
- Email decision diagram (PDF)
- Offsite Transfer: p-Folders Procedures (PDF)
- Onsite Folder Disposal Procedures (PDF)
- Electronic & Physical Folders (PDF)
User Tips for TRIM
- Ten Best Practices
- Filtering searches by record types (PDF)
- Configuration quick reference (PDF)
- Disabling the Excel Add-In (PDF)
- Check your TRIM version (PDF)
- Add printer driver (PDF)
- Initial dataset selection (PDF)
- Opening a TRIM reference for the first time (PDF)
- Opening older TRIM references in TRIM 7.2.1 (PDF)
End Users
- Naming folders and documents (PDF)
- Creating revisions using 'drag & drop' (PDF)
- Disabling the Excel Add-In (PDF)
- Linked Outlook folders and calendar notes (PDF)
- Moving documents from LAN folders to TRIM (PDF)
- Moving documents from SharePoint to TRIM (PDF)
- Opening older references in TRIM 7.2.1 (PDF)
- Reference for a group of records (PDF)
Information Workers
- Bulk record updates (PDF)
- Creating closed file and closed part sheets for your physical folders (PDF)
- Creating Colorbar labels for folders - FLNRO (PDF)
- Creating Colorbar labels for folders - IAO (PDF)
- Description of TRIM date fields (PDF)
- Locations (PDF)
- Moving documents to different folders (PDF)
- Opening e-folders faster (PDF)
- Relating TRIM records (PDF)
- Requesting deletion of records in TRIM (PDF)
- Updating owners (PDF)
- Viewing properties of records under closed/superseded classifications (PDF)
TRIM Training
Training for managing records with TRIM is offered in the following formats.
Self-directed Learning
Online training videos provide information about and examples of using TRIM:
- Using Search Screen & Record Type Filters
- End User Electronic Documents & Email (playlist)
- Information Worker Box Training (playlist)
- Information Worker Folder Training (playlist)
Learning System Courses
Government employees can register for in-person and online courses:
- TRIM End User Basics (ITEM-153)
- TRIM Information Worker Training (ITEM-476)
- TRIM Calendar Year Rollover (ITEM-421)
To learn more about these courses and to register, visit the Learning System (B.C. government only) and search for a course by its title or item number.
Customized Training
Customized in-person training sessions are available based on your office’s records management training needs. Contact your records officer for more information.
