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 Document Library

© 2021 TriLine GRC. All Rights Reserved.

TriLine GRC and Document Library

Page contents

Overview

• What is the Document Library
• What the Document Library isn’t!
• Who can access each document?

Overview

What is the Document Library

The Documents Library, in the same sense as a traditional book library, is the go to place to read your organisations electronic published documents. It is the place to record yourself as having read a published document as per the requirements of your organisation.

Each published document is in a restricted area of the Document Library. Only TriLine GRC Positions and Portal Users with the correct access can view each document. Further restrictions can be placed on whether the document is allowed to be downloaded.

A Document review task can be scheduled at the required frequency to ensure the published version is up to date.

The Document Library provides the facility to create ‘Read and Certify’ tasks for each document, for the required users, as each new version of a document is published. Each of these users are then responsible for acknowledging that they have read the required document.

The Document Library has facilities to track who has viewed each published document and who has downloaded the published document.

Previous or Superseded versions of the Published document are retained for historical referral purposes and can be accessed by positions with the correct security access.

What the Document Library isn’t!

The Document Library is not a document creation and version management system. These functions must be done outside of TriLine GRC. It is not till you have a final version of your document, that you publish (update) it to the TriLine GRC Document Library.

Who can access each document?

If a document is configured as a Portal document, all users of the Portal and TriLine GRC system will be able to view the document.

Note: only current documents will display for Portal users; Obsolete and To Be Deleted document will not display.

Otherwise, normal TriLine GRC security access will apply.