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:
Alert Notifications in TriLine GRC

© 2021 TriLine GRC. All Rights Reserved.

Alert Notifications in TriLine GRC

Page contents

Overview

• Alerts
  • List of Monitor Alerts
  • List of Immediate Alerts

Overview

Alerts

Alert notification in TriLine GRC is via email.

List of Monitor Alerts

New task - TriLine GRC Tasks for completion

Second Reminder

Critical Task Reminder

Task Overdue - Escalation

Monitor New Tasks has Run

Monitor Critical Tasks has Run

Monitor Overnight has Run

LexisNexis New or Updated Obligation ***

LexisNexis Alert ***

*** Obligation Module must be installed.

List of Immediate Alerts

Complete Contract Task - Negative Outcome

Complete Contract Task - Not Completed

Complete Treatment Task - Negative Outcome

Complete Treatment Task - Not Completed

Complete Compliance Task - Negative Outcome

Complete Compliance Task - Not Completed

Change Current Task Due Date

Re-activated Completed Task

Temporarily Reallocated Future Task

Transfer Current Task

Complete Event Task - Not Completed

Complete KRI Task - Rating Not ‘green’

Complete KRI Task - Not Completed

Complete Risk Review Task - Not Completed

Load KRI History - Rating Not ‘green’

Event Created

Edit Event - Note added by other than Event Manager

Edit Event - Change of Status (to Recorded By)

Edit Event - Change of Manager

Edit Event - Attachment added by other than Event Manager

New Register recorded

Register Status changed

Password reset request