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Operating Guide

Version 3.3

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Current Topic:
Dashboard

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Dashboard

Page contents

Overview

Dashboard

Overview

What are Dashboards?

Dashboards display a current snapshot of your organisation’s key Compliance, Risks, KRIs and Events.

TriLine GRC offers two types of Dashboard:

Note:
Dashboard Menu appears when a position is added to System Security Group ‘View Dashboards’. Dashboard Menu also appears for Administrators and Super Users.

Information restrictions in Dashboards

In both the Dashboard and the Interactive Dashboards, the data you see is restricted to what is allowable by your Position’s security settings.

Note:
Administrators and Super Users always have access to all data.

The Dashboard

Each Position’s Dashboard is unique and you can customise your Dashboard to suit your own requirements.

You can apply filters and groupings to widgets in order to show data that is relevant to your position. Widgets can be resized and moved around the Dashboard to suit your preference. When you exit the Dashboard, your settings will be saved.

Note:
Dashboard preferences are saved using browser cookies. Ensure that browser cookies are enabled in the settings of your web browser. Ask your IT Administrator if you are unsure.

The Dashboard can also used as a central point for viewing reports—the majority of widgets are clickable and will create a detailed report.

Note:
3D widgets are not clickable and will not display a report.

Dashboard

Display the Dashboard

  1. From the Main Menu, select Dashboard.

  2. The Dashboard is displayed.

    The Dashboard
    The Dashboard

  3. No widgets will be displayed if this is the first time you’ve used the Dashboard, or if you closed all the widgets the last time you used the dashboards. Click the icon to display a popup window with instructions for viewing a Dashboard widget.

    The Dashboard
    The Dashboard

  4. Follow the instructions in the popup window.

  5. Close the popup window by clicking on the ‘Close’ icon.

Display a Dashboard Widget

  1. From the Main Menu, select Dashboard. The Dashboard is displayed.

  2. Click the icon on the Choose Widget list box to display a drop-down list of available widgets.

    The Instructions popup window
    The Instructions popup window

    Note: The list of available widgets may be limited by your Configuration settings.

Widgets available
Category Name Description
Compliance Compliance Risk Rating Total number of Compliance Processes rated as ‘Low’, ‘Moderate’, ‘High’ or ‘Extreme’ (or equivalent terms) by the Inherent Risk Rating.
Compliance Compliance Process by Business Unit Total number of Compliance Processes assigned to each Business Unit.
Compliance Compliance Process by Compliance Category Total number of Compliance Processes assigned to each Compliance Category.
Compliance Compliance Process by Responsible Officer Total number of Compliance Processes assigned to each Responsible Officer.
Risk Residual Risk Rating Total number of Risks rated as ‘Low’, ‘Moderate’, ‘High’ or ‘Extreme’ (or equivalent terms) by the Residual Risk Rating.
Risk Risk Score Total number of Risks rated as ‘Low’, ‘Moderate’ or ‘High’ (or equivalent terms) by the Risk Score.
Risk Inherent Risk Rating Total number of Risks rated as ‘Low’, ‘Moderate’, ‘High’ or ‘Extreme’ (or equivalent terms) by the Inherent Risk Rating.
Risk Inherent Rating Score Total number of Risks rated as ‘Low’, ‘Moderate’ or ‘High’ (or equivalent terms) by the Inherent Risk Score.
Risk Risk by Business Unit Total number of Risks assigned to each Business Unit.
Risk Risk by Risk Category Total number of Risks assigned to each Risk Category.
Risk Risk by Risk Owner Total number of Risks assigned to each Risk Owner.
Event Event by Type Total number of Events submitted by the Event Type.
Event Event by Category Total number of Events submitted by the Event Category.
Event Event by Cause Total number of Events submitted by the Event Cause.
Event Event by Status Total number of Events with each Event Status.
KRI KRI by Category Total number of KRIs assigned to each Risk Category.
KRI KRI by Trend Total number of KRIs rated as ‘Static’, ‘Worsening’ or ‘Improving’ (or equivalent terms).
KRI KRI by Rating Total number of KRIs rated as ‘Low’, ‘Moderate’ or ‘High’ (or equivalent terms).
KRI KRI by Owner Total number of KRIs assigned to each Risk Owner.
KRI KRI 6 Months Summary KRI Summary of the last 6 months.
KRI KRI Rating By Category Total number of KRIs rated as ‘Low’, ‘Moderate’ or ‘High’ (or equivalent terms). By Category
KRI KRI Rating as Percent Percentage of KRIs rated as ‘Low’, ‘Moderate’ or ‘High’ (or equivalent terms).
Contract Contract by Type Total number of Contracts submitted by the Contract Type.
Contract Contract by Business Unit Total number of Contracts assigned to each Business Unit.
Contract Contract by Responsible Officer Total number of Contracts assigned to each Responsible Officer.
Contract Contract by Entity Total number of Contracts submitted by the Contract Entity.
Control Inventory Control Inventory by Business Unit Total number of Control Inventory assigned to each Business Unit.
Control Inventory Control Inventory by Effectiveness Total number of Control Inventory by each Effectiveness.
Control Inventory Control Inventory by Owner Total number of Control Inventory assigned to each Owner.
Control Inventory Control Inventory by Type Total number of Control Inventory submitted by the Control Inventory Type.
Other All Current Tasks Total number of Process Controls, Risk Reviews, Risk Treatments, KRI Tasks, Events Tasks, Registers Tasks, Contracts Tasks and Obligations Alert Tasks that are due and overdue within the organisation.

Note: Results cannot be filtered for this widget.
Other Current Tasks Total number of Cyclic tasks for Risk Reviews, Risk Treatments and Process Controls that are due and overdue within the organisation.
Other Current Tasks by Business Unit Total number of Cyclic tasks for Process Controls, Risk Reviews, Risk Treatments and Contracts Tasks by Business Unit that are due and overdue within the organisation.

  1. Click on the desired widget in the drop-down list. The widget is displayed on the Dashboard.

    Widget placed on Dashboard
    Widget placed on Dashboard

    Note: The content of the widget may be limited by Security settings.

  2. Click on a widget element (e.g. a Chart segment or a list entry) to display a custom-filtered Report that provides details of the Records associated with the widget element.

    Widget placed on Dashboard
    Widget placed on Dashboard

    Note: 3D widgets are not clickable and will not display a report.

  3. Collapse the widget to make room or to shift the focus away from the widget when you have many widgets on the Dashboard. Click the ‘Collapse/Expand’ icon to toggle between collapsed and expanded view.

    Widget placed on Dashboard
    Widget placed on Dashboard

  4. Click a widget’s ‘Close’ icon to remove the widget from the Dashboard.

Access a Widget’s settings

  1. From the Main Menu, select Dashboard.

  2. The Dashboard is displayed.

    Widget placed on Dashboard
    Widget placed on Dashboard

  3. Click the icon on the widget you want to edit.

    Widget placed on Dashboard
    Widget placed on Dashboard

  4. The ‘Settings’ popup window opens.

    Settings window
    Settings window
‘Settings’ popup window icons
Icon Field Description
Clear Filters Removes all Filters from the Applied Filters box.
Refresh Refreshes the widget with the applied changes to Filters, Title, Chart Type and Colour preferences.
Print Prints the widget.

Apply a Widget filter

  1. Open the ‘Settings’ pop up window. (See Access a widget’s settings above.)

  2. Select a chart type from the ‘Chart Type’ drop-down list.

    selecting a chart type
    selecting a chart type

  3. Use the Filters & Options drop-down lists to add a filters; these will appear in the ‘Applied Filters & Options’.

    Note: The available filter parameters vary with each widget type.

  4. Repeat step 3 to add more filters and options as required.

  5. Click the icon to display the widget with your chosen settings.

Remove a Widget filter

  1. Open the ‘Settings’ pop up window. (See Access a widget’s settings above.)

    selecting a chart type
    selecting a chart type

  2. To remove one or more applied filters:

  3. To remove all applied filters:

  4. Click the icon to display the widget with your chosen settings.

Set the Dashboard as your Home Page

Note:
If your system if configured to return to the last page of your previous session, the Home Page (graphics/home_icon_inline.png) icon will not appear and the Home page cannot be set.

  1. From the Main Menu, select Dashboard.

  2. The Dashboard page is displayed.

  3. Click the icon, located at the top of the page next to the Site Search field.

    Home icon
    Home icon

  4. The icon is no longer displayed on the Dashboard page.

  5. The Dashboard will now be the first page to load whenever you log in.

Tip:
To see which page is set as your Home Page, check both your ‘My Tasks’ Page and the Dashboard. The page displaying the icon is not currently set as your Home Page—click the icon to make that page your Home Page, if desired.

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