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 Obligations

© 2021 TriLine GRC. All Rights Reserved.

TriLine GRC and Obligations

Page contents

Overview

• About Obligations

Obligations Module

• Benefits
• LexisNexis Regulatory Compliance

Overview

About Obligations

The Obligations Module is part of the fully integrated TriLine GRC solution that allows you to easily manage your regulatory obligations. The Obligations Module is populated via a live feed from LexisNexis. The content is written in Plain English and provides commentary and a collation of regulatory obligations. The Obligations Module is an excellent foundation for your 1st Line of Defence.

Obligations Module

The Obligations Module is populated with LexisNexis Regulatory Content in addition to key information such as relevance and owner.

TriLine GRC monitors for any updates to the Obligations and alerts of those updates.

Benefits

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

• Effortlessly manage, track and control of your compliance obligations.
• Methodically establish and document controls across the organisation.
• Provide assurance to the Board and Executive that all bases are covered.
• Get expert legal advice, at a fraction of the cost of in-house counsel.
• Link the obligation to compliance, risk, contracts, key metrics and incidents.
• Keep abreast of changes in legislation and obligations.

LexisNexis Regulatory Compliance

LexisNexis have engaged leading legal and industry experts to develop LexisNexis Regulatory Compliance. This is a suite of compliance modules that provide Plain English guidance through the myriad of legislation that Australian businesses have to comply with. More importantly, if legislation changes, you will get automatic alerts through TriLine GRC. In addition to the core business there are industry specific modules.