This document summarizes the June 2012 issue of the ORMS NewsFlash. It highlights the success of pilot agencies in implementing HP TRIM records management software. It recognizes two individuals, Ling Kan and Qing Liu, with "Beyond the Call" awards for their efforts. It also announces an upcoming HP TRIM user summit in Portland and updates to the ORMS HP TRIM user guides.

1. ORMS NewsFlash
V o l u m e 2 , I s s u e 6 J u n e 1 3 , 2 0 1 2
Highlights Celebrating Pilot Agency Success
 Beyond the Call
Awards
 Pacific NW HP
TRIM User
“TRIM is awesome!
Summit
I just finished a couple of public
 HP TRIM Tips
records requests – one spanning 15
 HP TRIM User
Guides updated years of City Council records and
 ORMS HP the other 9 years – and the content
TRIM Web-
based End User
search ability is amazing. Thanks!”
Training
Pat DuVal and
City of Milwaukie
Inside this
issue: From left to right, Pat DuVal, City Recorder, ORMS HP TRIM Team
Juli Howard, Deputy City Recorder, Hannah
Celebrating Pilot 1 Wells, Administrative Specialist II and
Agency Success Dee Wise, of Kaizen InfoSource.
1
Beyond The Call! ® Awards
Beyond the Call
Awards
UrsaNav Pacific 2
NW HP TRIM
At Chaves Consulting, we have a tradition of recognizing employees who
User Summit have gone above and beyond at providing outstanding services to our
HP TRIM Tips: 2
customers or Chaves’ teammates with what we describe as “Beyond the
Saved Searches Call” awards.
Pilot Group 3 All the pilot agencies have worked hard during implementation of ORMS to
Conference Call make the project successful. We decided to recognize some of those
HP TRIM User 3
individuals for their creativity and willingness to go "Beyond The Call" in
Guides Updated implementing ORMS in their agencies.
ORMS HP 3 This month we would like to recognize with "Beyond
TRIM Web-
based User
The Call" Awards Ling Kan from the Oregon
Training Department of Energy and Qing Liu from the Oregon
Questions— 3 Public Utility Commission.
Contact the
Support Desk We appreciate their courage and willingness to step up
to the challenge of making this project successful in
their agency!

2. Pacific Northwest UrsaNav HP
Page 2Page 2
TRIM User Summit
July 16-17, 2012
ORMS Agency TRIM users are invited to attend UrsaNav’s first Pacific Northwest UrsaNav HP
TRIM User Summit this July 16th and 17th. This educational event is focused on exciting new
developments and offerings related to HP TRIM, while providing a great opportunity to network
with other TRIM users.
The venue will be announced shortly, but will be in Portland. The agenda will span a day and a
half, and include Customer Experience sessions, HP and Autonomy product overviews and
deep-dives, TRIM demos, and ask-the-experts sessions. This is a free event!
Visit http://ims.ursanav.com next week for the agenda and registration details.
John Lontos, UrsaNav VP of Information Management Solutions
703.625.9821 jlontos@ursanav.com
HP TRIM Tips—Saved Searches
Save A Search
Save your regularly used search with all search criteria and filtering applied. To save a
search, display the results of a search, then on the Search menu, click Current Search—
Save Search.
Sharing them with others
A user wanted to share the relatively "complex" Saved
Search (also in Favorites) with other people in the
project team. On the "Search" properties they gave
access to everyone to "use", but kept the access to modify
and delete for themselves. They thought that giving "can
use" access to everyone would be enough for everyone to
see and use this search. It wasn’t!
No one could see the search by going to Search - Saved
searches. This was because in the "owner" field, it was the
user that created the search (by default).
Once they deleted themselves as the owner of the search,
and left that field blank, the team could use the search!
Ownership Options
When you create a search, you can specify an “owner.”
These are the options for the Owner field:
 Person - only the owner has access to the saved search (it is private).
 Blank - everyone has access to the saved search (it is public).
 Group - only members of the group have access to the search.
ORMS NewsFlash

3. Page 3Page 3 14th ORMS Pilot Group Conference Call
Monday, July 14th, 2012 @ 10:00—10:30 a.m.
HP TRIM User Guides ORMS HP TRIM End
Updated! User Training
The ORMS Support Desk updates the ORMS The ORMS Implementation Team has
HP TRIM Power User, End User and Web purchased HP’s web-based end user training
Client Guides regularly. ORMS Support will to provide an additional, flexible training
method to ORMS agency end users!
distribute updated guides to the ORMS
We will begin implementing this web-based
Agency Power Users semi-annually (June and
user training as soon as possible.
December). The ORMS Support Desk will The ORMS Team will let agencies know when
send the updated Guides to Power Users today. it is available!
The ORMS Training Process
Power Users, please distribute the guides to Power User Training will be provided in the
your agency’s ORMS users. form of live instructor-led sessions and web-
based end user training . Power Users will
have access to the training before end users.
We appreciate your feedback on these guides
The ORMS Implementation Team’s
for future updates! expectation is for the End User training to
follow the Power User training approximately
Reminder: The HP TRIM Help File a week later in the form of web-based end user
is available to all HP TRIM users! training.
Click the Help button to display the
The recommended schedule is designed to
Help File. provide Power Users an opportunity to fully
test and build a comfort level with HP TRIM
Contact the ORMS Support Desk and the ORMS process. They will develop
with any questions or comments. competency and can assist with change
management in their organizations.
Do you have questions related to ORMS and HP TRIM?
Contact the ORMS Support Desk!
Please call the ORMS Support Desk at Chaves Consulting for assistance.
We will help you answer questions, work through issues, find solutions, and
track all issues in RESOLV!
1-888-354-2006 or ormssupport@chavesconsulting. com
ORMS NewsFlash