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Operating Guide

Version 3.3

What’s New

System Manuals

User Operations

Managing Operations

Outputs and Records

Administration

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 Stats

Record Management

Alerts

Administration

Configuration & Maintenance

Current Tasks

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Monitor

Audit Trail

Read Documents in the Library

Page contents

Documents in TriLine GRC

Documents in TriLine GRC

Note: The Document Library is an optional module that can be licensed to your TriLine GRC system.

Accessing the Document Library

  1. From the Main Menu, select Document Library | Documents.

    The Document Library Menu
    The Document Library Menu
  2. The ‘Documents’ page is displayed.

  3. Use the Column Headers and the Page Navigation Panel to search and navigate the Document List.

The Documents page

The Documents page lists all of the documents that you can read. These are the current versions of each document.

This list of documents can be searched with a text search (item) or column search or filter (item).

Click on the document in the Document List 5 to read that Document.

The Documents page
The Documents page
The Documents page elements
View Documents page elements
ID Element Description
1 Page Navigation Panel Use the controls in this panel to move between List Pages and set the number of Records to display per-page.
2 ‘Enter text to search…’ field Enter text here to search and filter the visible columns in the List 5 .
3 ‘Drag a column header here to group by that column’ panel Drag columns here to group the List 5.
4 Column Headers Use the controls in the column headers to filter the Records.
Perform advanced filtering of the List to find particular Records.
5 Documents List Displays the Documents in the Library that you can view. Click on a row to open the document in the viewer Document page.
6 Page Help icon Click this icon to view basic information for working with the Documents List Page.
7 ‘Show Advanced Filter’ icon Click this icon to filter the Documents List using the Filter builder.

Read a Document

  1. Access the Document Library.

  2. Click a document in the Document List (item 5) you wish to read.

  3. The ‘Current Document’ window is displayed showing the selected document.

    The Documents page elements
    The Documents page elements
  4. The Document (item 1) can be read in this window. If the download icon (item 2) is displayed, the document can downloaded and read locally.

  5. Click the close window icon (item 3) when you are finished reading the document.

Reading the next Document version

The next version of a document can be loaded into the Document Library with a release (or effective date) in the future. This can allow time for relevant players to read the document before the document becomes ‘live’. This is for dissemination of final document before release date, not for the reviewing the document for amendment purposes.

When a new version is available, a message will appear on the Current Document window. Click the View button (item 1) to read the next version:

The Document Library Menu
The Document Library Menu

The Document (item 2) can be read in this window. If the download icon (item 3) is displayed, the document can downloaded and read locally.

Click the close window icon (item 4) of the Next Document window, then click the close window icon (item 5) of the Current Document.

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