This course is designed for HP TRIM / HP RM8 administrators who need to build, maintain and revise recordkeeping tools: classification plans, thesauri, and retention schedules.

During the course you will learn how to:

  • Import and export recordkeeping tools
  • Upload and download recordkeeping tools using the API
  • Map fields and retention triggers
  • Auto number terms in the classification plan
  • Link retention schedules to the classification plan
  • Deactivate terms and retention schedules

Duration: 2 hours

Mode of Delivery: Computer based training for classroom and online delivery

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