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
Access the Compliance Processes list page.
Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the ‘References’ tab.
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 Referenceicon 3 to link this Reference to this Compliance Process.
This Reference is displayed in the Reference list 1 for this Compliance Process.
Remove a Link to a Reference
Access the Compliance Processes list page.
Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the ‘References’ tab. Click the
Delete Link1 icon.
A ‘Confirm Delete’ dialog is displayed. Click
OKto 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.