Compliance Process records can be linked to other relevant records from other Modules in the TriLine GRC system.

For instance, where a Compliance Process is created to mitigate a Risk, consider linking the Compliance Process and the Risk together. Linking a Risk to a Compliance Process is a two-way process—a Compliance Process linked to a Risk will also be displayed on the Risk Record’s ‘Linked Compliance’ tab.

Add a new Link

  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 Links tab. Click on the required module tab 1. Type ahead in, or click, the record selector 2 to display the list of records (your security access allows). Click the record 3 to link.

    The 'Link' tab
  3. The selected record number displays in the linking field. Click the Link icon 1.

    The 'Link' selected

    Note: The Links Events and Registers tabs will only appear if a records have been linked to this Compliance record from a record in those modules. The linking is one way in this sense, but will appear on both record’s Link tabs.

  4. The linked record 1 displays in the Linked list.

    The 'Link' list

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.

  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 Links tab. Click on the required module tab 1. Click the Delete Link icon of the record to be de-linked 2.

  3. The ‘Confirm Delete’ window is displayed. Click OK to remove the Link, or click Cancel.



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