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 Triage PRO

© 2021 TriLine GRC. All Rights Reserved.

TriLine GRC and Triage PRO

Page contents

Overview

• The Challenge
• The Solution

Overview

The Challenge

Most governance professionals have a steady stream of subscription emails, updates and newsletters to keep them up to date with regulatory change.

With increasing pressure on GRC staff, competing priorities and often, reliance on one person, managing that stream is not always straightforward and things can be overlooked.

The Solution

Triage PRO, part of the TriLine GRC total solution addresses this challenge, enabling you to manage the constant stream of emails, so that you can effectively monitor, assess and implement regulatory or any change.