Operating Guide

Version 3.3

What’s New

System Manuals

User Operations

• Basics
• My Summary
• Portal / Mobile Device
• Useful
• Glossary

Managing Operations

• SMCR (Accountability UK)
• Compliance
• Risk
• KRIs
• Events
• Registers
• Contracts
• Control Inventory
• Document Library
• Obligations
• Triage PRO

Outputs and Records

• Dashboards
• Reports, Charts, Adhoc and Statistics
• Record Management
• Alerts

Administration

• Configuration & Maintenance
• Current Tasks - Change Due Date
• Security
• Monitor
• Audit Trail

User Operations

• Compliance, Risk and TriLine GRC

Basics

• Login to TriLine GRC
• My Quick Menu
• How to Access Help
• How to use TriLine GRC Help

My Summary

• My Summary
  • My Current Tasks
  • Future Schedule & Temp Reallocation

Portal / Mobile Device

• Portal Login
• Using the Portal
• Mobile Device

Useful

• Timeout Information
• Paste into Text Editor fields
• Using and Customising Grids
• About Record Security

Glossary

• Glossary

Managing Operations

SMCR (Accountability UK)

• Work with SMF
• Work with Prescribed Responsibility
• Work with Overall Responsibility
• Work with Committees
• Work with Accountable People
  • Accountability Sign-off Tasks
• Work with Certificates
  • Work with Certificate Renewal Tasks
• Work with Submissions

Compliance

• TriLine GRC and Compliance
• Work with Compliance Processes
  • Process Controls
  • Blind Tasks
• Compliance from Obligations

Risk

• TriLine GRC and Risks
• Work with Risks
  • Treatments

KRIs

• TriLine GRC and KRIs
• Work with KRIs

Events

• TriLine GRC and Events
• Work with Events

Registers

• TriLine GRC and Registers
• Work with Registers
  • Register Tasks

Contracts

• TriLine GRC and Contracts
• Work with Contracts With
• Work with Contracts
  • Contract Tasks
  • Attestations

Control Inventory

• TriLine GRC and Control Inventory
• Work with Control Inventory
  • CI Tasks

Document Library

• TriLine GRC and Document Library
• Documents
• Work with Documents
  • Review and R&C Tasks

Obligations

• TriLine GRC and Obligations
• Work with Obligations
• Compliance from Obligations

Triage PRO

• TriLine GRC and Triage PRO
• Work with Triage PRO
  • Triage PRO Tasks

Outputs and Records

Dashboards

• Dashboard
• Interactive Dashboard

Reports Charts Adhoc Stats

• Reports and Charts
  • Scheduled Reports
• Adhoc Queries
• Statistics

Record Management

• Archive Records
• Record Status
• Export and Import Records

Alerts

• Alert Notifications

Administration

Configuration & Maintenance

• TriLine GRC Configuration
• Configure SMCR Module
• Configure Compliance
• Configure Risk
• Configure KRIs
• Configure Events
• Configure Registers
• Configure Contracts
• Configure Control Inventory
• Configure Document Library
• Configure Obligations
• Configure Triage PRO

Current Tasks

• Change Current Task Due Date
• Re-activate Completed Tasks

Security

• The Security Centre
• Positions
• Portal Users
• Accountability Only
• Task Teams
• Security Groups
• System Groups

Monitor

• The Monitor Service
• The Monitor Logs
• The Web Monitor

Audit Trail

• Examine the Audit Trail

Current Topic:
Welcome to TriLine GRC Help

© 2021 TriLine GRC. All Rights Reserved.

Welcome to TriLine GRC Help

Page Contents

Using this Help

• Page navigation
• View the previous page
• Search the Help site
• Search the current page

Using this Help

Page navigation

Page navigation elements

1 Return to Welcome to TriLine GRC Help page button

Click the TriLine GRC logo to return to the Welcome to TriLine GRC Help page.

2 What’s New

Click this link to display the What’s New page.

3 System Manuals

Click this link to display the System Manuals.

4 Topics list

Scroll through the Topics list and click on a topic to display it.

5 Current Topic indicator

Displays the title of the Topic currently displayed.

6 Page contents links

Displays links to the sections within the displayed help page. Click a link to go directly to that section.

7 Search this site panel

Use this search facility to search all TriLine GRC Help.

8 ‘Page Contents’ button

Click this button to display the Page contents links (see item 3 above) for the displayed page.

9 ‘Glossary’ button

Click this button to display the Glossary of Terms.

View the previous page

If you click a link to go to another location in the Help, you can return to the link point by clicking your browser’s ‘Back’ button.

Tip: Read your browser’s help documentation to find out where the ‘Back’ button is located.

Search the Help site

On the right hand side of the help pages is section called Search this site.

Type what you are looking for in the Search for text box and click Submit. You’re results will be listed. Click a search result to open that Help page.

Search the current page

Use your browser’s Search function to find information within the currently displayed Topic:

1. On computers running Microsoft Windows, press the Ctrl and F keys on your keyboard. On computers running Mac OSX, press the command and F keys.
2. A search text box appears at either the top or bottom of the screen, depending on your browser. (See your browser’s help documentation for details.)
3. Search results include the text in the Topics list.