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