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:
TriLine GRC and Contracts

© 2021 TriLine GRC. All Rights Reserved.

TriLine GRC and Contracts

Page contents

Overview

• About Contracts

Contract Management Module

• Benefits
• Features

Overview

About Contracts

The Contract Management Module is part of the fully integrated TriLine GRC solution that allows you to centralise and take control of your contracts. Using the TriLine GRC workflow engine means that dates aren’t missed and service level agreements are monitored.

Contract Management Module

More than a contract register, the TriLine GRC Contract Management module enables organisations to manage all aspects of their contracts.

From vendor validation, contract renewals and service level agreements, the process is automated enabling contract owners and line managers to take responsibility; and of course it is fully integrated to the rest of the system.

Effective Contract Management is synonymous with Governance, Compliance and Risk Management and these are the foundations for TriLine GRC.

Benefits

Leveraging from the workflows in the TriLine GRC platform means that you can:

• Know when contracts are expiring or renewing in advance.
• Improve your negotiating position.
• Track incoming and outgoing obligations.
• Link contracts to Risks, Compliance, Key Metrics and Events.
• Monitor SLA targets and obligations through tasks, check points, escalations and reports.
• Administer all organisational and subsidiary contracts from one source.
• Identify and highlight your key contract for Governance and Regulatory purposes.
• Focus on contracts from 3rd party suppliers that are critical to your business.

Features

The Contract Management Module provides all contract details including the ability to store or link to a copy of the contract, create tasks, track critical dates and link to compliance, risk, KRIs and Events.