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Document
Evaluation Committee Rules of Conduct
Year Created: 2025
DOCUMENT
POL - TRIM Records Management Synopsis
- TYPE OF DOCUMENT: POL - Policies/Procedures
- Education and Training
The document is about TRIM Records Management, a system that automates the management of documents, records, and other information objects throughout their lifecycle. TRIM Context can identify and catalog documents and records regardless of their format or media. It seamlessly integrates with Microsoft Office applications, allowing users to create, modify, and publish documents in MS Word or Outlook. TRIM automatically registers the latest version of documents and tracks revisions. Scanning subsystems can be configured to register scanned documents into TRIM, including their metadata, access controls, version controls, and retention schedules. TRIM also provides security and access controls, allowing the assignment of security levels and caveats to users and records. Access control can be set for various actions on records, and different administrators can be assigned to different sections of the system. TRIM Context also facilitates the retention and final disposition of records through automated controls and triggers. A retention schedule defines the management of records, including transfer, alteration, or destruction. Retention schedules can be assigned to folders or specific records. TRIM provides on-line interactive access to disposal schedules and automates the archive process through triggers. A record can go through multiple changes in its disposition, such as from inactive to temporarily archived to destroyed.