Creating a Process Controls from an Obligation
Open an Obligation and click the
Integration tab
1. Click theCreate a Process Control
button 2.The
New Task
window appears. Select the Compliance Process this new Process Control is created in.The familiar New Task fields will appear with description defaulted from the Obligation
Questional
. Enter a Sequence 1, and other fields if required, then click theSchedule
tab 2.Enter the Schedule fields 1 as required, then click
Save
2.The Obligations
TriLine GRC Links
,Process Controls
tab will display. Your new Process Control will be in this list.Click the
Compliance
tab to also see the new link to Compliance Process your new Process Control has been created in. Click on this record to open it.The Compliance Process is displayed. Click on the Process Controls tab. Click on the new Process Control to open it.
The Process Control window opens. Click on the Source Obligation tab to see all details of the Obligation. Any updates to this Obligation can be applied from this tab to this Process Control.
Creating a Process Controls from a Sub Obligation
Open a Sub Obligation and click the
Integration tab
1. Click theCreate a Process Control
button 2.The
New Task
window appears. Select the Compliance Process this new Process Control is created in.The familiar New Task fields will appear with description defaulted from the Sub Obligation
Questional
. Enter a Sequence 1, and other fields if required, then click theSchedule
tab 2.Enter the Schedule fields 1 as required, then click
Save
2.The Sub Obligations
TriLine GRC Links
,Process Controls
tab will display. Your new Process Control will be in this list.