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:
Examine the Audit Trail

© 2021 TriLine GRC. All Rights Reserved.

Examine the Audit Trail

Page contents

Overview

• About the Audit Trail

Procedures

• View the Audit Trail
• Export the Audit Trail results

Overview

About the Audit Trail

TriLine GRC maintains an Audit Trail of all activities that occur within the system. This includes all login activity, all configuration changes, all security changes, all record and task changes, all task completion activity, and more depending on the modules installed.

The number of days of audit trail records retained is a displayed on the Data Retention section on the General Configuration tab.

If you require this number increased, email support@trilinegrc.com and specify the new number of days (7 years is 2557 days allowing for two leap years).

**Note: Task completion history is retained FOREVER (the life of the owning record) and is NOT effected by this figure.

Procedures

View the Audit Trail

1. From the Main Menu, select Maintenance | Audit Trail.

   

2. The Audit Trail Page displays.

   

3. Click the icon next to the ‘Type’ field and select the type of Audit Trail record to view. The list of Types displayed is dependent on the activity on the system within the Data Retention range.

   

4. Click the icon and select a Reference, if required. Reference refers to an individual Compliance Process, Risk, or item in the Maintenance menu (e.g. Compliance Categories). The list of References displayed is dependent on the activity on the system within the Data Retention range.

   

5. Click the icon and select a User, if required. The User is the name associated with the Position who performed the action. The list of Users displayed is dependent on the activity on the system within the Data Retention range.

   

6. Click the icon and select a Date, if required. The Date refers to when the action was performed. The list of Dates displayed is dependent on the activity on the system within the Data Retention range.

   

7. Click the Run Report icon to display the records that match your criteria.

   

   Note: Selection of filters is Optional. If no filters are selected, all Audit Trail records are displayed.

8. If you want to clear all the filter fields, click the Reset (Default Settings) icon.

   

Export the Audit Trail results

1. Hover over or click the Menu Options icon, the ‘Export’ will appear.

   

2. Hover over or click Export for the Export options to appear. Click the Export option you required. Depending on your device/browser option, the correct application will open or an open/save dialog box may appear.

   

   Tip: Some browsers automatically save files to the default ‘Downloads’ folder on your computer. Check this folder if your export didn’t appear to do anyting.