DIIMS End User Guide - Department of Public Works and Services

More documents

Recommendations

Info

DIIMS END USER TRAINING GUIDEDIIMS Folders that havea File Number in thename are managed byDepartmental RecordsManagement staff. Newfolders can be createdinside these managedfolders.7. Adding InformationAdding information to the corporate repository in DIIMS is similar to adding informationin the shared corporate folder structure: navigate to the folder where you want to keepthe item, and then create it. The new item will inherit the classifications and permissionaccess from the folder level.7.1 Adding Folders & Existing DocumentsA DIIMS folder performs in a similar manner to your network-shareddirectories: it is a container used to organize your information.Permissions applied at the folder level are inherited by the items added tothe folder. However, once added to the folder, an item’s accesspermissions may be modified on an individual basis by the item creator orthose who have permission.Users may add documents to a folder if they have permission to do so;otherwise, the Add Document functionis inactive.If a new file number isrequired, contact yourDepartmental RecordsCoordinator.To add folders to DIIMS:1. Navigate to the location where you wantto add a folder.2. Click Add Folder from the Add Itembar. DIIMS opens the Add Folder page.Figure 6-7: The Add Folder page3. Complete the New Folder page with the required information4. Click Add. The new folder is added to the location you specified.5. Repeat Steps above for Documents, but select “Add Item – Document”Page 86 of 106
DIIMS END USER TRAINING GUIDE8. Adding/Editing Documents from MS Office ApplicationsDIIMS Users may also add a document directly from an MS Office application(DIIMS is integrated with Word, Excel, PowerPoint, Project, Acrobat and Outlook)8.1 To add a new document from MS Office to DIIMS:1. Create a document from a MS Office application.2. Click the File > Save As.The Save As window appears. See figure 2-11.3. In Browse My Tree pane, navigate to your Favourites or a folder where youwould like to save the document4. Enter the document name.5. Complete the additional metadata, if requiredFigure 6-8: Save As page from MS Office6. Click Save.The new document is saved to DIIMS.Note: It is recommended that you save your document at regular intervalsduring the edit process.Page 87 of 106
Page 3:
DIIMS END USER TRAINING GUIDETable
Page 8 and 9:
DIIMS END USER TRAINING GUIDE4. Nav
Page 10 and 11:
DIIMS END USER TRAINING GUIDEPage 1
Page 12 and 13:
DIIMS END USER TRAINING GUIDE7. DII
Page 14 and 15:
DIIMS END USER TRAINING GUIDETo fac
Page 16 and 17:
DIIMS END USER TRAINING GUIDE9. Vie
Page 18:
DIIMS END USER TRAINING GUIDE2Modul
Page 21 and 22:
DIIMS END USER TRAINING GUIDE3. Add
Page 23 and 24:
DIIMS END USER TRAINING GUIDE3. Com
Page 25 and 26:
DIIMS END USER TRAINING GUIDE7. Whe
Page 27 and 28:
DIIMS END USER TRAINING GUIDEUsing
Page 29 and 30:
3Module 3Working with Your Document
Page 31 and 32:
DIIMS END USER TRAINING GUIDEFigure
Page 33 and 34:
DIIMS END USER TRAINING GUIDEDelete
Page 35 and 36: DIIMS END USER TRAINING GUIDE3.1 Ed
Page 37 and 38: DIIMS END USER TRAINING GUIDEFigure
Page 39 and 40: DIIMS END USER TRAINING GUIDE3.3 Ad
Page 41 and 42: DIIMS END USER TRAINING GUIDETo Res
Page 43 and 44: DIIMS END USER TRAINING GUIDE5. Doc
Page 45 and 46: DIIMS END USER TRAINING GUIDE6.1 Li
Page 47 and 48: DIIMS END USER TRAINING GUIDE7. Gen
Page 49 and 50: 4Module 4 Searching for Information
Page 51 and 52: DIIMS END USER TRAINING GUIDE2.1 Th
Page 53 and 54: DIIMS END USER TRAINING GUIDE3. Per
Page 55 and 56: DIIMS END USER TRAINING GUIDE4. Sea
Page 57 and 58: DIIMS END USER TRAINING GUIDEResult
Page 61 and 62: DIIMS END USER TRAINING GUIDE7. Adv
Page 63 and 64: DIIMS END USER TRAINING GUIDE8.2 Sy
Page 65 and 66: DIIMS END USER TRAINING GUIDE8.4 Su
Page 67 and 68: DIIMS END USER TRAINING GUIDE1. Get
Page 69 and 70: DIIMS END USER TRAINING GUIDE2. Man
Page 71 and 72: DIIMS END USER TRAINING GUIDE4. Cre
Page 73 and 74: DIIMS END USER TRAINING GUIDE5. Cre
Page 75 and 76: DIIMS END USER TRAINING GUIDE7. Sho
Page 77 and 78: DIIMS END USER TRAINING GUIDE9. Con
Page 79 and 80: DIIMS END USER TRAINING GUIDEModule
Page 81 and 82: DIIMS END USER TRAINING GUIDE2. Nav
Page 83 and 84: DIIMS END USER TRAINING GUIDE4. Usi
Page 85: DIIMS END USER TRAINING GUIDE6. Vie
Page 89 and 90: DIIMS END USER TRAINING GUIDE10. Se
Page 91 and 92: DIIMS END USER TRAINING GUIDE6. Cli
Page 99 and 100: DIIMS END USER TRAINING GUIDEExtern
Page 101 and 102: DIIMS END USER TRAINING GUIDEb. You
Page 103 and 104: DIIMS END USER TRAINING GUIDEBring
Page 105 and 106: DIIMS END USER TRAINING GUIDEWorkin
show all

DIIMS End User Guide - Department of Public Works and Services

Create successful ePaper yourself

Delete template?

Save as template?