The Triage PRO list contains all records Processed from emails sent to your Triage PRO email address. All Triage PRO records already received on the system but not Processed yet, are not displayed.
Processing occurs as determined by the configuration setting. Processed Triage PRO records are prefix and ‘numbered’ sequential determined by the first Processing Rule applied; if no word match is found, then no rule is applied, the record will be Processed with a Prefix of ‘TP’.
Processing sequentially goes through each rule’s search criteria and applies that rule when a match is found. Only one rule is applied. Processing then moves to then next record.
The Triage PRO List Page
The Triage PRO List page displays, for the selected date range, the Processed records of emails sent to your Triage PRO email address.
The Triage PRO List Page
Triage PRO List Page elements
Triage PRO List Page elements
ID
Element
Description
1
‘From’ field ‘To’ field filter
The Triage PRO records displayed are restricted to the date range selected between the From and To dates. Default range is one month.
2
Search' icon
Everytime time you change a From or To date 1, click this Search icon to activate a new search.
Click this icon to filter the Triage PRO List using the Filter builder.
12
‘Page Help’ icon
Click this icon to view basic information for working with the Triage PRO List Page.
13
‘Process Records’ icon
Click this icon to immediately Process any emails that have arrived since the last Processing run. Note: This menu option only displays if the configuration
The Triage PRO Page
The Triage PRO Page contains details about the Triage PRO email content and accompanying attachments. It displays the record details, Tasks, Links, and Security access.
The Triage PRO Page Details
Triage PRO Page elements
Triage PRO Page elements
ID
Element
Description
1
Triage PRO Number navigator
This displays the current Triage PRO number, and if they exist, the navigator allows navigation to prior or next Triage PRO record.
2
Triage PRO tabs
This tab displays all Triage PRO and accompanying information of the current Triage PRO record.
3
‘Save’ icon
Click this icon to Save any updates.
4
‘Print Preview’ icon
Click this icon to open a preview window of the printed layout page.
5
‘Delete’ icon
Click this icon to delete the Triage PRO record.
6
‘Page Help’ icon
Click this icon to display more information about this page.
NOTE The Triage PRO number is not editable. If an unexpected rule was applied during processing, there is no way to correct or change the Prefix or number in the current version.
The Email tab
The Email tab displays the Triage PRO record details and the received email content.
The Email tab
The Email tab elements
The ‘Email’ tab elements
ID
Element
Description
1
Record number and Title
Displays the Record number and Title of this record.
2
‘Record Status’ field
When a Triage PRO record has been scheduled for deletion, select ‘Active’ to cancel the deletion.
3
‘Rule Applied’ label
This field displays the Rule that was applied when this email was processed.
4
‘Owner’ field
Displays the Owner of this record. Can be changed to another position with Edit access.
5
‘Status’ field
The current user defined status of this Triage PRO record.
6
‘Category’ field
Displays the current Category for this Triage PRO record.
7
‘Tags’ field
Displays the tags connected to this Triage PRO record.
8
‘Show records linked by tags’ icon
When one or more tags is selected, click this icon to show all other records with these tags.
9
Email content section
This section displays all email content.
The Attachments tab
The Attachments tab displays any attachments that were sent with this Triage PRO email. These attachments can be view as required. No further attachment can be added here, however new attachments can be added to tasks.
Enter text here to search and filter the visible columns in the List 3 .
3
Attachments list
This list displays all attachment that were sent with the Triage PRO email. These attachments can be view 4 as required.
4
‘View Attachment’ icon
Click this icon to open this attachment.
The ‘Tasks’ tab
In order to process or manage a Triage PRO email, the record Owner may require to create one-off Tasks and assign these to various Positions. These tasks can be created with the option to change this Triage PRO’s record status.
Use the controls in the column headers to filter the Records.
4
Tasks list
All Tasks created for the Triage PRO record are listed here. Task which are generated into Current Tasks are shaded and cannot be edited, but can be delete if require. Task not yet generated are not shaded and can still be edited by clicking on that Task to open the ‘Edit Task’ window.
5
Update Status indicator
This indicates if this is a Update record status tasks.
6
Duplicate task icon
Click this icon to create a duplicate of this task. Once Duplicated, the new task appears in this list and can be further edited.
7
‘Delete Task’ icon
Each Task in the list has a ‘Delete task’ icon. Click the icon to remove the Task. A ‘Confirm Delete’ dialog is displayed. Once you confirm the removal, the Task is immediately delete alone with its history and is no longer displayed in the Tasks list (see item 4 above).
10
‘Copy Task’ icon
Each Task has a ‘Copy Task’ icon. Click this icon to create a copy of the Task. The ‘Copy Task’ popup window is displayed. (This window is the same as the ‘New Task’ popup window, and is pre-filled with information from the Task being copied.)
8
‘Add Task’ icon
Click this icon to add a new Task. The ‘New Task’ window is displayed. All Triage PRO tasks are Adhoc (once off) tasks.
9
‘Tasks History’ icon
Click this icon to see History of all Completed Tasks. The ‘Tasks History’ window is displayed.
10
‘Hide/Show Column’ icon
Click this icon to hide/show Task columns using the Field Chooser.
11
‘Reset Grids’ icon
Click this icon to return the grid columns to their default layout.
The Links tab
All links from the Triage PRO record to the other TriLine GRC records are displayed here. The links to each module are displayed on a different tab.
The Links tab
The ‘Links’ tab elements
The ‘Links’ tab elements
ID
Element
Description
1
Linked Record tabs
Click the appropriate tab to view, and if you have Edit access security, create and remove links for that Record in that Module. The available tabs are dependent on the modules you have enable.
2
Record Selector field
Each of the Linked Record tabs 1 has a Record Selector field. Click the Record Selector dropdown to view a list of available records that you can link to this Triage PRO record. Select the record you wish to link then click the Add Link icon 3. Note: The drop-down list only displays Records to which you have security access.
3
‘Add Link’ icon
Once you have selected a Record 2, click the ‘Add Link’ icon to create a link from that record to the Triage PRO record. The linked Record is displayed in the Linked Record List 7.
Use the controls in the column headers to filter the Records.
7
Linked Record List
This list displays all linked Records of the currently selected Module Record Type 1. Click a Record in this list to open the Record in its own page for viewing or editing depending on your Security access.
8
‘Remove Link’ icon
Each Record in the list has its own ‘Remove Link’ icon that will display for Edit access security. Click this icon to remove the link to the Record. A Confirm Delete dialog is displayed. Once you confirm the link’s removal, the Record is no longer displayed in the Linked Record List 7.
The Notes tab
The Notes tab displays a list of Notes that have been added to this Triage PRO record. This tab can be used to add any relevant information relating to the Triage PRO record as required. Positions with View or Edit access are permitted to add 6 Notes. Positions with Edit access can also update 4 or delete 5 the Notes.
Use the controls in the Column Headers to filter the Notes in the list.
3
Notes list
Each Note in the list consists of two parts: the top part is the Note itself, and the bottom part (shaded) displays the Name of the person who created the Note plus a date of when the Note was created.
4
‘Edit Note’ icon
Click this icon to Edit a Note. The ‘Edit Note’ window is displayed. Note: This icon only displays if you have ‘Edit’ security access.
5
‘Delete Note’ icon
Click this icon to Delete a Note. A ‘Confirm Delete’ dialog is displayed to remind you that deleting this Record will result in loss of data. Note: This icon only displays if you have ‘Edit’ security access.
The security of each Triage PRO record is individually controlled. The Security tab is used to adjust the security access of each Security Group to this Triage PRO record. Edit access means Positions in this Security Group can update all fields in this Triage PRO record. View access means Positions in this Security Group can see, but not update, all values in this Triage PRO record. ‘Not Used’ access means Positions in this Security Group cannot see this Triage PRO record.
Select a Record Security Rights level for the Security Group. Note: The Security Group containing the Triage PRO Owner must be given ‘Edit’ Rights to the Triage PRO Record.
4
Security Group Membership icon
Click this icon to display the related Security Group Membership List.
5
‘Security Access Summary’ icon
Click this icon to display all Positions that have access to this record, the type of access, and from which Security Group this access was granted from (including Task Teams).
Procedures
Accessing the Triage PRO List page
Access Triage PRO via the Main Menu:
From the Main Menu, select Triage PRO | Work with Triage PRO records.
The Triage PRO Menu
Note: The Triage PRO Module must be installed for this menu option to appear.
Depending on the configuration setting, new Triage PRO email records can be Processed either on receipt to TriLine, or each night by the Overnight Monitor, or manually. Selecting configuration setting ‘Manually’ adds the ‘Process Records’ option to the Triage PRO List menu option. This allows you to Process records as you require.
Note: Triage PRO notifications, except new task notification, will be sent each time Triage PRO Processing occurs. Triage PRO new task notifications will be sent the next time the Monitor New Task process is run; this new task notification will be sent regardless of whether you have completed this Rule generated new task, so if you have already completed it, please ignore the reminder.
On the ‘Triage PRO list’ page, hover over the Options Menu icon to display the options. Click the ‘Process Records’ 1 icon.
A message will display confirming the Processing has occurred and completed. All new Triage PRO records received since the last Processing run will appear in the Triage PRO list.
If the Save 1 icon is displayed (after hovering over the Menu Options icon), you have security access to update the values on this Triage PRO record. The Save function applies to Details and Security tabs. Update the values as required, then reveal and click the Save 1 icon.
Delete a Triage PRO record
Deleting a Triage PRO is NOT recommended if you wish to retain the historic content of this record.
The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page. Hover over the Menu Options icon and then click the Delete 1 icon.
A ‘Confirm Delete’ dialog is displayed. Click Yes to delete the Triage PRO record together with all its history, or click No to cancel.
Undelete a Triage PRO record
The Triage PRO record is not deleted immediately, but rather it’s record Status is changed to ‘To Be Deleted’ for the limited time determined by your configuration settings. Hence the record can still be viewed and the record can also be recovered back to an Active status.
The Record will be permanently deleted on its scheduled date by the overnight Monitor and cannot be recovered/undeleted after this time.
The days delay until the deletion of a record is configured by the Administrator on the General Configuration tab. For example, this setting is 31 days:
The Triage PRO List page is displayed. Click the ‘This record is…’ column Filter 1 icon. (If these records exist) Select To Be Deleted2 (and unselect Active). Click OK 3.
‘To Be Deleted’ records will be displayed in the list. Click the record 1 of interest to open its Details page.
The to be deleted Record displays with it’s Deletion Date3. Click the ‘Set to Active’ 1 icon.
The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page. Hover your mouse pointer over the Options Menu icon and then click the Print Preview 1 icon.
A Preview Page opens showing a Report for the Triage PRO record. Navigate, search, print and/or save the Report using the Preview Page Toolbar. Click the Close icon 1 to close this window.
Click on a module tab to view current links to records in that module.
Add a new Link
Click on the dropdown arrow in the Links field 1.
Click on the record 2 to be linked. It’s number will appear in the Links field 1.
Click the Link 3 icon to link the record.
The ‘Link’ process
The Linked record will appear in the linked list.
The Linked record
Delete a Link
Note: If you have edit access and the Delete icon does not display, click the record to Delete the link from the other module.
Click the Delete Link 1 icon of the record to be delinked.
The ‘Delete Link’ icon
The ‘Confirm’ window appears. Click OK to delete the link, or click Cancel.
Manage Notes
The Notes tab displays a list of Notes that have been added to this Triage PRO record. This tab can be used to add any relevant information relating to the Triage PRO record as required. Positions with View or Edit access are permitted to add Notes. Positions with Edit access can also update or delete the Notes.
Hover over the Menu Options icon and then click the Save 1 icon to save the updates.
Notes:
Positions in the ‘Administrators’ and ‘Adminstrators - Compliance’ System Groups are automatically assigned ‘Edit’ Rights. Positions in the ‘Super Users’ Security group are automatically assigned ‘View’ Rights. If a user is a member of multiple Security Groups with conflicting Security Rights, the higher level of access is granted.
