Task Teams are used to allocate tasks to a group of Positions. Task Teams can be allocated to Process Controls, Risk Treatment and Event Tasks. For example, all Branch Managers could be members of the ‘Branch Managers’ Task Team and the team could be allocated to a monthly Reporting task.
Task Teams are identified by the letters (TT) next to the group name within the Actioned By lists.
Task Team entry (TT) in an ‘Actioned By’ List
You can display Records that Task Teams are assigned to and the Security Groups that they are members of. See Show Task Team Usage.
The Task Teams tab
Task Team can be added, edited and deleted from the Task Teams tab.
Click this icon to reset the grid to the default view.
Show a Task Team’s Members
Click on a Show Members 1 icon to show the Membership list next to the Task Team’s list.
'The ‘Task Team Membership’ list
The ‘Security Group Membership’ list elements
ID
Item
Description
1
Show ‘Members’ icon
Click this icon to show the Position’s in this Task Team.
2
Task Team title
The Task Team who’s Membership we are viewing.
3
Members list
Displays the list of Positions in your TriLine GRC system. The Positions who are ‘checked’ as members of this Task Team are displayed at the top of the list.
4
Membership checkbox
Ticked check boxes are Position’s in this Task Team. Unticked check boxes are Positions not currently in this Task Team, but can be selected to be in this Task Team.
5
‘Save’ icon
Click this icon to Save changes to the membership of this Task Team.
6
‘Close’ icon
Click this icon to Close this window.
Show where a Task Team is Used
This window shows all Security Groups, responsibilities and task actioned by roles that this Task Team has in the TriLine GRC system.
Click on a Show Usage 1 icon on the Task Teams tab (item 10).
The ‘Show Usage’ window displays.
'The ‘Show Usage’ window
The ‘Show Usage’ window elements
ID
Item
Description
1
Task Team title
The Task Team who’s Usage we are viewing
2
Modules tabs
Click each tab to which record this Task Team has a role or is used.
Check that the updated Task Team appears in the list on the Task Teams tab (item 4).
The ‘Edit Task Team’ window
The ‘Edit Task Team’ window
‘Edit Task Team’ window elements
ID
Field
Description
1
‘Team Name’ field
Update the Team Name. This is what the Task Team is known as throughout TriLine GRC.
2
‘Save’ icon
Click this icon to save the new Task Team.
3
‘Close’ icon
Click to close the window without saving.
Deleting a Task Team
A Task Team’s delete icon will only appear when
- The Task Team belongs to no Security Group,
- The Task Team has or roles either of responsibility, or as a task actioned by.
Note: Check a Task Team roles by clicking the Show Usage icon.
On the ‘Confirm Delete’ dialog, click OK to delete the Task Team (or Cancel if you change your mind).
Check that the Task Team no longer appears in the list on the ‘Task Teams’ tab.
Note:
Task Teams cannot be deleted if there is an existing allocation to a Compliance, Risk, Event or Other Task. An error will appear at the bottom of the page and the allocated Task(s) will be listed.
Click on a Show Members 1 icon to show the Position’s in the Task Team.
Select or un-select 4 Positions as required, from the Members list 3.
Click the Task Team Members Save icon 5.
Selected Positions will sort at the top of the Task Team Members list. Un-selected Positions will sorted under these.
Click the Close 6 icon.
Tip: Record Security Rights and Record allocations cannot be changed from this window. To edit the Record Security Rights, edit the individual Security Group from the Security Centre (see Security Groups). To remove a Task Team from actioning a Task, edit the individual record.
Note:
Positions that are members of a Task Team will additionally assume that Task Team’s Security Group Record Security Rights.
