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Operating Guide

Version 3.3

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Portal / Mobile Device

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My Quick Menu

Page Contents

My Quick Menu

My Quick Menu

TriLine GRC allows you add up to ten items of your favourite pages to create your own personal Quick Menu. A single click on each of these items 1 will ‘quick’ open that page.

My Quick Menu
My Quick Menu

Add current page to My Quick Menu

  1. Navigate to the TriLine GRC page you wish to add the My Quick Menu. This must be a page, and not a window that can be opened from a page.

  2. Hover over, or click the User Details 1 icon, then click the Add current page to My Quick Menu 2 option.

  3. The Manage My Quick Menu window is displayed. Enter your own ‘hint’ or a very short description of your menu item in the Tool Tip 1 field. Click an Icon 2 to select that icon to appear in the My Quick Menu list. Click the Save 3 icon, or click Cancel 4 to stop adding this My Quick Menu item.

  4. The new item will not display yet. Click your browser’s Refresh 1 icon. Now the new item will appear at the end of the My Quick Menu 2 items.

  5. Re-order the My Quick Menu if you wish the item to appear in a different position.

Manage My Quick Menu

Access Manage My Quick Menu

Note: If no My Quick Menu items exist yet, this menu option will not be displayed.

  1. Hover over, or click the User Details 1 icon, then click the Manage My Quick Menu 2 option.

  2. The Manage My Quick Menu window is displayed.

Edit a My Quick Menu

  1. Access the Manage My Quick Menu page.

  2. Click the ‘Edit’ 1 icon.

  3. The Manage My Quick Menu window is displayed. Update your own ‘hint’ or a very short description of your menu item in the Tool Tip 1 field. Click a new Icon 3 to select that icon to appear in the My Quick Menu list to replace the current Selected Icon 2. Click the Save 3 icon, or click Cancel 4 to stop updating this My Quick Menu item.

  4. The updated item will not display yet. Click your browser’s Refresh 1 icon. Now the My Quick Menu 2 will be updated.

  5. Re-order the My Quick Menu if you wish the item to appear in a different position.

Re-order the My Quick Menu

  1. Access the Manage My Quick Menu page.

  2. To Move a My Quick Menu item down (or visually to the right of) the list, click the My Quick Menu 1 item, then click the Move down 2 icon.

  3. The updated list will not display yet. Click your browser’s Refresh 1 icon. Now the My Quick Menu 2 will be updated.

  4. To Move a My Quick Menu item up (or visually to the left of) the list, click the My Quick Menu 1 item, then click the Move up 2 icon.

  5. The updated list will not display yet. Click your browser’s Refresh 1 icon. Now the My Quick Menu 2 will be updated.

Delete a My Quick Menu

  1. Access the Manage My Quick Menu page.

  2. Click the ‘Delete’ 1 icon.

  3. Click OK to confirm the delete, or click Cancel.

  4. The updated list will not display yet. Click your browser’s Refresh 1 icon. Now the My Quick Menu 2 will be updated.

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