TRIM, Records Manager, Content Manager Training

Information Proficiency offers a range of courses that have been developed with our customers in mind based on years of experience in the information management industry. Our courses range from basic End User training to advanced technical knowledge for your IT team. We know we have a course to suit all your training needs.

Custom Courses: If you have specific training requirements, Information Proficiency can develop custom courses to suit your company requirements. 

Mobile Training Room: We can come to you with our mobile training room, which means we can train anywhere. You provide the seats and the place, we will bring the rest.

Benefits of training with us: 

  • course materials provided
  • hands-on training
  • certificate of completion
  • certified trainers (all trainers are practitioners and bring the benefit of practical experience)
  • catering (depending on the length of course)

To register for one of our upcoming courses, please see our training schedule.

If you would like to discuss a group training session either on your premises or ours please contact us to talk to one of our friendly sales staff.


               

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Content Manager End User Training

Course Dates:

  • Perth: 5 February 2019, 9am - 1pm
  • Perth: 11 June 2019, 9am - 1pm
  • Other locations/states available on request

Course Description:

Designed for NEW users of CM, focusing on how to apply the functionality in Content Manager to get your work done.

Intended Audience:

New Users of Content Manager (TRIM) software.

Duration:

  • 4 Hours

Cost:

  • $400 pp + GST

Prerequisites:

  • Nil

Course Content:

  • Navigation around Content Manager
  • Customising the view to suit your requirements
  • Saving, creating and editing documents
  • Searching and using data
  • Sending documents via e-mail
  • Saving emails

Classroom:

  • dedicated training room (Midland Offices)
  • located within walking distance of Midland Bus and Train Station
  • ample parking available

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au

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Content Manager Administrator

Course Dates:

  • Perth: 7-8 February 2019, 9am - 4pm daily
  • Perth: 13-14 June 2019, 9am - 4pm daily
  • Other locations/states available on request

 

Course Description:

This course is designed by Information Proficiency and is intended for users who are responsible for the setup and maintaining of HPE Content Manager as a working system.

Intended Audience:

Includes Records Managers, senior business staff, power users etc.

Duration:

  • 2 days

 

Cost:

  • $1,600 pp + GST

 

Prerequisites:

  • Completion of End User training or equivalent on job training and experience.

 

Course Content:

  • Security
  • Locations
  • Additional fields
  • Retention schedules
  • Thesaurus and classifications
  • Record types
  • Action tracking
  • Reports

 

Classroom:

  • dedicated training room (Midland Offices)
  • located within walking distance of Midland Bus and Train Station
  • ample parking available

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au

“The Content Manager Administrator Training course content was relevant to my current work situation. The trainer, who ran the course, tailored the delivery of the content to suit the individual's attending. She allowed ample time for discussion as well as encouraging the participants to share experiences and ideas. This networking opportunity with people from different organisations provided great insight into how other agencies manage their records and their recordkeeping systems. I would highly recommend this course to staff who are involved in the maintenance of HPE Content Manager.”
Lesley Annamalay, University of WA, June 2018.
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Records Manager / Content Manager Process Mapping (Formerly Workflow)

Course Dates:

  • Perth: 12 February 2019, 9am - 4pm
  • Perth: 18 June 2019, 9am - 4pm
  • Other locations/states available on request

 

Course Description:

Students will learn how to map current business processes, design the process in Records Manager, and then implement those processes as workflows in HPE RM / CM. Participants are encouraged to create a workflow relevant to their organisation.

Intended Audience:

Includes but is not limited to, Records Managers, senior business staff, power users, and process owners.

Duration:

  • 1 day

 

Cost:

  • $800 pp + GST

 

Prerequisites:

  • Successful completion of Advanced End User training or equivalent experience (6 months or more using HPE RM or HPE TRIM in a professional environment)
  • Knowledge of internal business processes
  • Good knowledge of and comfort working with software; including keyboard and mouse skills, and MS Office

 

Course Content:

  • Mapping processes
  • Designing workflows in HPE RM / CM
  • Applying workflows to manage business processes
  • Working with workflows
  • Deploying workflows
  • Monitoring workflows

 

Classroom:

  • dedicated training room (Midland Offices)
  • located within walking distance of Midland Bus and Train Station
  • ample parking available

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au

“Cannot fault the knowledge of the presenter, course content and coverage very good and comprehensive reference guide provided. There was plenty of time for discussions and questions.”
State Government, February 2018.

 

“Knowledge of presenter was excellent, plenty of time for practical exercises and good having the reference guide to take away. Topic (workflow) was new for me but have come away with the confidence to engage with staff in the development of workflows.”
State Government, February 2018.

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Content Manager Archiving & Disposal

Course Dates:

  • Perth: 14 February 2019, 9am - 1pm
  • Perth: 20 June 2019, 9am - 1pm
  • Other locations/states available on request

 

Course Description:

This course is designed for users of HPE Content Manager, focusing on how to apply the archive functionality in HPE CM to assist the archive process. The content is easily modified to suit individual organisational processes and work team requirements.

Intended Audience:

Users of HPE CM for records management.

Duration:

  • 4 Hours

 

Cost:

  • $400 pp + GST

 

Prerequisites:

  • Nil

 

Course Content:

  • Overview of archiving principles and practices
  • HPE CM's approach to the archive process
  • Searching and using data
  • Applying retention schedules and holds to records
  • Conducting retention severity testing and retention reviews
  • Searching for records due for archive
  • Disposing of records

 

Classroom:

  • dedicated training room (Midland Offices)
  • located within walking distance of Midland Bus and Train Station
  • ample parking available

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au

“Lisa was great and provided us with some valuable information and suggestions. Much appreciated!”
Rebecca, WA Government, November 2017.
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Content Manager System Administrator

Course Dates:

  • Perth: Expressions of Interest (Half day: 9 am - 1 pm)
  • Other locations/states available on request

 

Course Description:

This course is designed by Information Proficiency for those responsible for maintaining HPE CM installations. The course equips System Administrators with the understanding required to perform regular maintenance tasks, identify and fix common errors and to assist with user problems.

Intended Audience:

IT Support Staff

Duration:

  • 4 Hours

 

Cost:

  • $1,000 pp + GST

 

Prerequisites:

  • This course is designed for technical staff planning to implement and/or support the HPE CM implementation.

 

Course Content:

  • HPE CM architecture
  • Client-side configuration
  • Error reporting
  • Maintenance tasks
  • Backing up & restoring the HPE CM system
  • Creating a training dataset

 

Classroom:

  • dedicated training room (Midland Offices)
  • located within walking distance of Midland Bus and Train Station
  • ample parking available

For more information or to register, please contact us on 08 6230 2213 or email training@infoproficiency.com.au

“Thank you for arranging the recent System Administrator training, Alex was a great trainer and doing the one on one session allowed us to focus exactly on what I needed. I got a great deal out of this session and will be recommending a couple of other staff members also attend soon.”
Chief Information Officer, WA Regional Council, January 2017.