HPE Content Manager / Trim Training

1 Day

This course covers how to use the Workflow module within Content Manager (formerly HP Trim/Records Manager).

This session is aimed at users who require the knowledge to develop and modify Workflows within their organisation.

In HP Trim/Content Manager, workflow is the flow of work between organisational groups or individuals, and specific tasks known as activities, which are grouped together to define the workflow process. This training course shows users how to create and maintain workflows, activities, and templates.

  • Overview of the Workflows module and how to use it
  • Creating and completing workflows and activities
  • Developing and maintaining templates
  • Editing workflows
  • Configuring and maintaining workflows
  • Searching for workflows
  • Attaching records to workflows
  • Includes a copy of course materials

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