References provides the facility to link your Compliance Process record to information external to TriLine GRC; e.g. legislative Acts, professional standards, or business policy and processes.

The list of References and Sub References are loaded by the Administrator. If you require a reference that is not listed, please request your Administrator to load that Reference for you. (Administrators see Add a Compliance Reference for more information.)

Link to a Reference

  1. Access the Compliance Processes list page.

  2. Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the ‘References’ tab.

  3. In the ‘Reference’ field, select a Reference 1 from the drop-down list. In the ‘Sub Reference’ field, select a Sub Reference 2 from the drop-down list. (Sub References are specific sections of a Reference, e.g. ‘Part 3’, ‘Section 2’, and so on.) Click the Link Reference icon 3 to link this Reference to this Compliance Process.

  4. This Reference is displayed in the Reference list 1 for this Compliance Process.

Remove a Link to a Reference

  1. Access the Compliance Processes list page.

  2. Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the ‘References’ tab. Click the Delete Link 1 icon.

  3. A ‘Confirm Delete’ dialog is displayed. Click OK to delete the Link. The Reference is longer displayed in the References List.

Note: The Reference is no longer linked to the current Compliance Process Record, but remains within the system for use with other Compliance Processes.



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