The document provides updates from the Oregon State Archives on their use of HP TRIM records management software. It includes the following: 1) The State Archivist is pleased with how HP TRIM has helped satisfy public records requests and customized reports have made searching records easier. 2) An upcoming HP TRIM user summit in Portland will provide training and a chance to network. The State Archivist has also been asked to present on Oregon's HP TRIM solution at upcoming conferences. 3) Over 700 government agencies in Oregon are now active users of HP TRIM through the state's ORMS program.

1. ORMS NewsFlash
V o l u m e 2 , I s s u e 7 J u l y 1 3 , 2 0 1 2
Highlights Message from the Oregon State Archivist
 Message from Well, it seems as though summer has finally arrived in Oregon and that means…
the Oregon business as usual here at the Archives. We have been getting a steady stream of reports
State Archivist from our Pilot Agencies on how useful HP TRIM has been in satisfying public records
 HP TRIM User requests. Pat Duval from City of Milwaukie has expressed her pleasure with how easy
Summit these requests are to handle and I have recently taken advantage of HP TRIM to satisfy
presented by a number of large requests coming into our agency. Did you know that you can
UrsaNav customize reports, giving enough information so you only have to look at the records
 HP TRIM EUT
you want, rather than sift through all of them? This comes in handy when your search
result comes back with 1,000+ records!
 HP TRIM Tips
The success of ORMS continues to spread! Monday, CCI and I will be presenting at a
 HP TRIM
HP TRIM User Summit in Portland. I will be presenting our solution to archivists and
Resources
records managers at the annual NAGARA conference in Santa Fe. I have also been
asked to present at the Electronic Records Forum in October in Seattle and the virtual
presentation that I did for the National Association of Chief Information Officers
(NASCIO) in Washington, D.C.—which was a huge success!
Inside this
issue: You are all a part of the success and interest we are generating and for that I am
thankful, as I know Richard and our other partners are as well. We are now up to about
Message from 1 700 active users and have a number more actively waiting in the wings.
State Archivist
- Mary Beth Herkert
HP TRIM User 1
Summit
Pilot Group 2
Conference Call UrsaNav HP TRIM User Summit
July 16th @ 8-5 and July 17th @ 9-noon
ORMS HP 2
TRIM Web-
Marriott Courtyard in Portland Downtown/Convention Center
based User This is a free event! 435 NE Wasco St., Portland, OR 97232
Training
HP TRIM Tips 2 The UrsaNav OR HP TRIM User Summit is an educational event focused on exciting
new developments and offerings related to HP TRIM and Autonomy, while providing a
HP TRIM 2 great opportunity to network with other TRIM users. Light lunches and beverages will be
Resources
provided along with a networking dinner hosted by UrsaNav on the 16th.
Mary Beth Herkert, Oregon State Archivist, Richard Chaves, CCI President - ORMS
Account Manager, and Kathleen Chaves, CCI CEO, will be presenting ORMS HP TRIM
SaaS and Venkat Subramanian, ORMS Technical Manager, will be present to answer
questions.
RSVP to: 7103.625.9821 or jlontos@ursanav.com or Visit: http://ims.ursanav.com

2. 15th ORMS Pilot Group Conference Call
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Monday, August 13th, 2012 @ 10:00—10:30 a.m.
The ORMS Implementation Team encourages Pilot Agency Power Users to
share their success stories and HP TRIM Tips with one another during this call.
HP TRIM Tips
ORMS HP
HP TRIM and E-mail
TRIM End
Because HP TRIM is not an e-mail system, there is not enough
User Training information stored for the message header to contain a link to
the original e-mail message.
If the full extent of e-mail reply and forward functionality is
The ORMS Implementation required, then checking in a native mail rendition and using the
Team has purchased HP’s native mail applications remains the best option.
web-based end user training Previewing E-mail
to provide an additional,
When you use the preview function with a large e-mail, HP
flexible training method to
TRIM will display the top of the e-mail in the preview pane. To
ORMS agency end users! see a larger area of the email, resize the preview pane. You can
now use the scroll bar to view the rest of the e-mail.
HP will host the training for
the first two months for 50 Recent Documents
users. When Synergy begins
Recent Documents are all records that you have accessed. The
hosting the training CCI/SoS Recent Documents function is a predefined search that will
will host it for unlimited users. display any document records you have placed in your Recent
Documents tray. These are the same documents as in your
We will begin implementing shortcut bar's - Recent Documents folder. HP TRIM does not
this web-based user training add a document in Offline Records to the Recent Documents list
as soon as possible. The ORMS until it is back in HP TRIM.
Team will let agencies know
The Recent Documents tray displays the last 25 electronic
when it is available! documents you created in HP TRIM, extracted to a local drive
or have made a new revision of. You can also manually add
Questions? Contact the ORMS documents to this list. They remain there until manually
Support Desk at: removed or something newer takes its place.
ormssupport@chavesconsulting.com
1-888-354-2006
HP TRIM Resources
ORMS HP TRIM User Guides— ORMS Support has provided ORMS
Power Users with current Power, End and Web Client User Guides.
RESOLV— Power Users have access to the ORMS issue tracking online
system. ORMS Support tracks all issues reported through to resolution.
RESOLV serves as a reference for reported ORMS HP TRIM issues.
HP TRIM Help File is available to all HP TRIM users!
Click the Help button to display the Help File.
ORMS NewsFlash