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Version 3.3

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Current Topic:
Configure TriLine GRC for KRIs

© 2021 TriLine GRC. All Rights Reserved.

Configure TriLine GRC for KRIs

Page contents

Overview

Procedures

Overview

The Key Measures module can be enabled or dis-enabled to be use in your TriLine GRC system.

Assess the Key Measures Configuration

  1. On the Main Menu, select Maintenance | Configuration.

  2. The TriLine GRC Configuration Page is displayed. Click the Risks & Key Measures tab.

  3. Click the Key Key Measures section to display this section.

Configuring TriLine GRC to use Key Measures

  1. Assess the Key Measures Configuration.

  2. Update fields as required.

  3. Select Display Key Measures Module 1 on to enable this Module in your TriLine GRC system (it is on by default). When this options is on the Key Measures menu options are displayed.

  4. If Required, change the labeling 2 of Key Measures module.

  5. Select Task Comment is optional if 'best' Rating 3 option if you do not require a Completion Task comment when the KRI is in the ‘best’ rating.

  6. Choose the KRI History Order 4 of the KRI History Report - Latest to Oldest or Oldest to Latest. If using the graph option in the report, Oldest to Latest should be selected.

  7. To Save any changes, hover over, or click the Menu Options (Hamburger) icon. Click the Save option.

Configuring KRI Indicators

KRI ‘Trend’ terms and colours

The KRI Trend indicates whether a KRI is:

By default, the Trend indicator terms and colours are:

You can change the terms and colours for each of the Trend indicators to suit your organisation via the KRI Indicators Page:

  1. From the Main Menu, select Key Measures.
The 'KRI' menu
The ‘KRI’ menu
  1. In the Maintenance section select the Indicators menu option.
  2. The KRI Indicators Page is displayed. Select the ‘Trend’ tab.
The KRI Indicators Page ‘Trend’ tab
The KRI Indicators Page 'Trend' tab
The KRI Indicators Page ‘Trend’ tab
KRI Indicators Page ‘Trend’ tab elements
ID Element Description
1 ‘Trend’ tab Click this tab to display the KRI Trend Indicator settings.
2 ‘Worsening’ Trend field Type any term into this field that represents a worsening Trend. The default text is ‘Deteriorating’.

Note:
Do not use terms that suggest a Trend other than worsening. For example, ‘Getting Worse’ is okay, but ‘Improving’ clearly isn’t.
3 ‘Worsening’ Trend Colour Selector By default, this colour is Red. If your organisation uses a different colour to indicate a worsening Trend, you can click this Selector and choose from a range of colour swatches.

The colour you select here is used in the ‘Worsening’ Trend elements of ‘KRI by Trend’ Charts.
4 ‘Stable’ Trend field Type any term into this field that represents a Trend that is neither worsening nor improving. The default text is ‘Stable’.

Note:
Do not use terms that suggest a worsening or improving Trend. For example, ‘No Change’ is okay, but ‘Worsening’ isn’t.
5 ‘Stable’ Trend Colour Selector By default, this colour is Yellow. If your organisation uses a different colour to indicate a stable Trend, you can click this Selector and choose from a range of colour swatches.

The colour you select here is used in the ‘Stable’ Trend elements of ‘KRI by Trend’ Charts.
6 ‘Improving’ Trend field Type any term into this field that represents a Trend that is improving. The default text is ‘Improving’.

Note:
Do not use terms that suggest a worsening or stable Trend. For example, ‘Getting Better’ is okay, but ‘Worsening’ isn’t.
7 ‘Improving’ Trend Colour Selector By default, this colour is Green. If your organisation uses a different colour to indicate an improving Trend, you can click this Selector and choose from a range of colour swatches.

The colour you select here is used in the ‘Improving’ Trend elements of ‘KRI by Trend’ Charts.
8 ‘Edit Trend Definition’ icons Click a Trend Indicator’s ‘Edit’ icon to add, change or remove the Trend Definition. See Adding Definitions for KRI Trend and Rating terms for more information.
9 Page Help icon Click this icon to display basic instructions for working with the KRI Indicators Page.
10 ‘Save’ icon Once you have made your KRI Trend Indicator settings, click the ‘Save’ icon to apply them to all Pages that display KRI Trend information.

KRI ‘Rating’ terms and colours

The KRI Rating indicates the level of acceptability for a KRI. By default, the Rating terms and colours are:

You can change the terms and colours for each of the Rating indicators to suit your organisation via the KRI Indicators Page:

  1. From the Main Menu, select KRI.
  2. Select Indicators menu option.
  3. The KRI Indicators Page is displayed. Select the ‘Rating’ tab.
The KRI Indicators Page ‘Rating’ tab
The KRI Indicators Page 'Rating' tab
The KRI Indicators Page ‘Rating’ tab
KRI Indicators Page ‘Rating’ tab elements
ID Element Description
1 ‘Rating’ tab Click this tab to display the KRI Rating Indicator settings.
2 ‘Unacceptable’ Rating field Type any term into this field that represents an unacceptable Rating. The default text is ‘Unacceptable’.

Note:
Do not use terms that suggest a Rating other than unacceptable. For example, ‘Intolerable’ makes sense, but ‘Okay’ doesn’t.
3 ‘Unacceptable’ Rating Colour Selector By default, this colour is Red. If your organisation uses a different colour to indicate an unacceptable Rating, you can click this Selector and choose from a range of colour swatches.

The colour you select here is used in the ‘Unacceptable’ Rating elements of ‘KRI by Rating’ Charts.
4 ‘Warning’ Rating field Type any term into this field that represents a ‘Warning’ Rating. The default text is ‘Warning’.

Note:
Do not use terms that suggest an acceptable or unacceptable Rating. For example, ‘Take Notice’ is fine, but ‘Okay’ isn’t.
5 ‘Warning’ Rating Colour Selector By default, this colour is Yellow. If your organisation uses a different colour to indicate a ‘Warning’ Rating, you can click this Selector and choose from a range of colour swatches.

The colour you select here is used in the ‘Warning’ Rating elements of ‘KRI by Rating’ Charts.
6 ‘Acceptable’ Rating field Type any term into this field that represents an ‘acceptable’ Rating. The default text is ‘Acceptable’.

Note:
Do not use terms that suggest a Rating other than ‘Acceptable’. For example, ‘Okay’ makes sense, but ‘Needs Action’ doesn’t.
7 ‘Acceptable’ Rating Colour Selector By default, this colour is Green. If your organisation uses a different colour to indicate an acceptable Rating, you can click this Selector and choose from a range of colour swatches.

The colour you select here is used in the ‘Acceptable’ Rating elements of ‘KRI by Rating’ Charts.
8 ‘Edit Rating Definition’ icons Click a Rating Indicator’s ‘Edit’ icon to add, change or remove the Rating Definition. See Adding Definitions for KRI Trend and Rating terms for more information.
9 Page Help icon Click this icon to display basic instructions for working with the KRI Indicators Page.
10 ‘Save’ icon Once you have made your KRI Rating Indicator settings, click the ‘Save’ icon to apply them to all Pages that display KRI Rating information.

Adding Definitions for KRI Trend and Rating terms

You have the option of including a definition for each of the KRI Trend and Rating terms used in your organisation. This can help users to better understand each term and—where applicable—select the most appropriate terms to indicate a KRI’s Trend and Rating.

When you set up definitions for Trend and Rating terms, a ‘Help’ icon is displayed next to the ‘Trend’ and ‘Rating’ fields in the KRI Page (see 1 below). A user can click on the ‘Help’ icon to display the ‘Trend and Rating Definitions’ popup window (see 2 below).

KRI Trend and Rating Definitions
KRI Trend and Rating Definitions

Note:
TriLine GRC lets you set definitions for any or all of the Trend and Rating terms. For example, you might only include a definition for the ‘Deteriorating’ Trend because it requires some action, and not define the other Trends.

Edit KRI Trend and Rating definitions via the KRI Indicators Page:

  1. From the Main Menu, select KRI.
  2. Select Indicators menu option.
  3. The KRI Indicators Page is displayed.
  4. In the KRI Indicators Page, click the ‘Edit’ icon next to a KRI Trend (item 8 above) or Rating (item 8 above) term.
  5. The selected term’s ‘Edit Definition’ Page is displayed.
The Edit Definition Page
The Edit Definition Page
The Edit Definition Page
Edit Definition Page elements
ID Element Description
1 Trend or Rating Heading Displays the Trend or Rating name as part of the Page heading. For example: ‘Edit Deteriorating Definition’.
2 Formatting Toolbar Use these tools to format the text you type into the ‘Definition’ field 3. You can also format lists and add links, a table or an image.
3 ‘Definition’ field Type your definition in this field. If desired, format your text using the Formatting Toolbar 2.
4 ‘Save’ icon Click this icon to save the Definition.
5 ‘Cancel Editing’ icon Click this icon to close the Edit Definition Page without changing the Definition.
6 ‘Close’ icon Click this icon to close the Edit Definition Page without changing the Definition.

Procedures

Configure TriLine GRC to use Key Risk Indicators

  1. From the Main Menu, select Maintenance | Configuration.
  2. The TriLine GRC Configuration Page is displayed.
  3. Select the ‘Risks’ tab.
  4. On the ‘Key Risk Indicators’ Panel of the ‘Risks’ tab, tick the ‘Use KRIs’ checkbox.
  5. Click the icon to save your changes and start using KRIs.

Configure KRI Trend Indicators

  1. From the Main Menu, select KRI.
  2. Select Indicators menu option. The KRI Indicators Page is displayed.
  3. Select the ‘Trend’ tab.
  4. Type your custom Trend terms 2, 4 and 6 as desired.
  5. Set colours for each Trend term 3, 5 and 7 as desired.
  6. Add a Definition for each Trend term. (See the KRI Indicators ‘Trend’ tab item 8 and the ‘Edit Definition’ Page.)
  7. Click the ‘Save’ icon 10 to save your KRI Trend Indicator settings.

Configure KRI Rating Indicators

  1. From the Main Menu, select KRI.
  2. Select Indicators menu option. The KRI Indicators Page is displayed.
  3. Select the ‘Rating’ tab.
  4. Type your custom Rating terms 2, 4 and 6 as desired.
  5. Set colours for each Rating term 3, 5 and 7 as desired.
  6. Add a Definition for each Rating term. (See the KRI Indicators ‘Rating’ tab item 8 and the ‘Edit Definition’ Page.)
  7. Click the ‘Save’ icon 10 to save your KRI Rating Indicator settings.

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