TRIM (Content Manager) - Managing Contracts and Agreements

Course description

Contracts are important legal documents that protect the interests of the University and its clients and affiliates. All contracts signed under the Policy on the Delegation of Authority to Enter into Contracts must be registered in the University's Record Management System TRIM (Content Manager). 

This course will provide guidance on registration and capture of agreements in TRIM and how to track and.report on them.

Type of course

Online course

Presenters

Who should attend

University staff working with legal documents

What you will learn

The course will provide guidance to staff on registration and capture of agreements in TRIM and how to track and.report on them.

The following is covered:

How to register a legal document?

How to track the progress of contracts ie. partially or fully signed, or terminated?

How to meet external and internal reporting requirements?

How to set milestone dates on contracts?

Prerequisites / assumed knowledge

Nil