The document provides an update on the Oregon Records Management System (ORMS) project. It discusses that the project has moved out of the pilot phase and is now a full program. It also announces staffing changes to the ORMS support team and updates on end user training delivery.

1. ORMS NewsFlash
Q u a r t e r l y
N e w s l e t t e r
O c t o b e r
2 0 1 3
Message from the State Archivist
Highlights
•
Message from
the State
Archivist
•
Beyond the Call
Awards
•
ORMS EUT
updates
•
ORMS Support
Staff Changes
The Archives division has had quite a busy summer on the ORMS front. We have
been actively working with a number of our pilot agencies getting users into ORMS
and then working to add more agencies to the program. We have four new agencies in
varying stages of contract review and hope to have them on soon!
I have also presented an update or "Year 2 in
ORMS" at the NAGARA Annual Meeting in Indianapolis and then at the E-Records Forum in Seattle.
I was joined by Pat Duval, City Recorder for Milwaukie and one of our early pilot agencies. She did
a great job explaining why they decided to join
ORMS, the benefits that they have seen and lessons
learned. She also unveiled Milwaukie's Totally 80’s
Fall ORMS TRIM (Totally Rad Information Management) campaign, which is very creative and entertaining as you can see from the pictures presented with this article.
Inside this
issue:
Message from
State Archivist
Beyond the Call
Awards
2
ORMS EUT
updates
2
Contact ORMS
Support Desk
2
ORMS NewsFlash
3
Next ORMS
Pilot Call
3
ORMS Staff
Changes
3
I also presented at the Society of American Archivists Conference in New Orleans which brought a
whole lot more national attention to our project!
1
However, probably the best thing that happened
over the summer was that we are now officially out
of "Pilot" and into full program with ORMS. What
this means is that the limitation on the number of
state agencies that can use ORMS has been lifted!
This is really great news as we were not scheduled
to move out of pilot for another year!
Finally, on behalf of all of the folks here
at the Archives Division, I want to wish
Sara Haberle the best of luck in her new
business endeavor. We will miss working with you!!!!
Thank you!
Mary Beth Herkert
Please see ORMS Staff Changes
article on page 3.

2. HP TRIM End User Training Update
for ORMS Clients
Page 2Page 2
Beyond The Call! ® Awards
At Chaves Consulting, Inc. we
have a tradition of recognizing
employees who have gone above
and beyond at providing outstanding services to our
customers or Chaves’ teammates
with what we describe as
“Beyond the Call®” awards.
All the pilot agencies have worked
hard during implementation of
ORMS to make the project
successful.
by Kathy Schamp, SoS Archives Records Analyst
As technology progresses (and the old, traveling training computers
find their way to that laptop graveyard in the sky), so must we
progress in the way we deliver training. The ORMS Team is excited
to tell you about some upcoming changes in the way we deliver
TRIM End User training.
Over the past few months, Oregon SoS Archives
staff has been working on new ways to deliver
TRIM End User training to our customers.
Utilizing some of the latest methods in training
delivery, one of the new features we are really
excited about will be on-demand training via
Adobe Connect. Customers will be able sign up for pre-scheduled
training sessions, or schedule time with staff for one-on-one training
and help.
We decided to recognize some
of those individuals for their
creativity and willingness to go
"Beyond the Call!®" in implementThe easy, step-by-step tutorials will include:
ing ORMS in their agencies.
This month we would like to
recognize with Beyond the Call!®
Awards:
•
•
•
•
Getting Started/Navigating the HP TRIM User Interface
Creating Records/Moving Records in HP TRIM
Dragging/Dropping Records and/or Files
Searches – both single and filtered searches
Linking HP TRIM and Email
Renee Coker, City of Beaverton
•
and
Hannah Wells, City of Milwaukie So, what do these changes mean for ORMS users?
We appreciate their courage and
willingness to step up to the
challenge of making this project
successful in their agency.
Thank you!
The ORMS Implementation Team
•
•
•
Quick and easy access to training
Times that fit everyone’s busy schedules
Reduced travel/classroom time
Stay tuned for these exciting changes coming at the end of the
year! In the meantime...
The ORMS Team is currently providing HP’s web-based HP TRIM
EUT for unlimited users hosted by Synergy Data Center. ORMS
Support has e-mailed each ORMS participating agency’s Power
User(s) to provide instructions on how each ORMS user can access
the online EUT. Please contact the ORMS Support Team if you have
any questions.
ORMS NewsFlash

3. Page 3Page 3
ORMS UPDATES
The ORMS Team continues to work hard to implement TRIM for the ORMS agencies with
more coming onboard! Here are a few updates for our ORMS agencies:
Do you have
questions related
The ORMS NewsFlash will be issued quarterly!
to ORMS and HP The ORMS Implementation Team has decided to change the monthly
TRIM?
ORMS NewsFlash to be issued quarterly.
All future newsletters will be posted onto this ORMS website’s blog
page. The next ORMS NewsFlash will be issue January 2014.
Do you have ORMS HP TRIM related information to share?
Contact ORMS Support
ORMS Quarterly Pilot Group Conference Call
Contact the
ORMS Support
Desk!
ormshelp
The ORMS Team has decided to schedule to the Pilot Group Conference
Call to occur quarterly (the second Monday of every 3 months).
The next Pilot Group Conference Call will occur
Monday, January 13th, 2013 @ 10:00—10:30 a.m.
Questions? Call the ORMS Support Team
@chavessupport.
com
ORMS Support Staff Changes
Please call the ORMS Sara Haberle will be leaving Chaves Consulting the end of November
Support Desk at
Chaves Consulting for
assistance.
1-888-354-2006
to join her family’s business. She thanks everyone for an awesome
experience working on the ORMS project!
The ORMS Support Desk has already begun a smooth transition!
Rebecca Van Cleave, whom most of you are familiar with, will
Please call the number
above for assistance
after hours!
We’re on call after
assume Sara’s role as ORMS Support Team Lead. Grace Penland and
Sheila Mastin are our additional Support Team staff.
Sara wishes the ORMS project the best!
ORMS NewsFlash