Managing (Business Unit)

Note: (Business Unit) appears in brackets to indicate that the label is configurable.

The TriLine GRC default term (Business Unit) describes an organisation’s divisions or departments.

You can change that term (The ‘General’ section settings - item 6) to your preferred description if your organisation uses a different term (e.g. Department).

TriLine GRC uses the (Business Unit) to identify groupings within a business for all Risks, Compliance Processes, Key Measures, (Events), (Control Inventory) and Contracts records.

These grouping can then be used for filtering in Reports and charts.

Accessing the (Business Unit) Page

Administrators can access the ‘(Business Unit)’ Page via the Main Menu:

  1. From the Main Menu select Maintenance | (Business Unit)

  2. The (Business Unit) page is displayed.

The Business Unit Page

The (Business Unit) page displays all Business Unit’s added to your site. (Business Units) with a ‘Show Usage’ icon are currently in use in the system. (Business Units) with a ‘Delete’ icon are not currently in use in the system.

The '(Business Unit)' Page

The ‘(Business Unit)’ Page

The Business Unit page elements

‘(Business Unit)’ page elements

ID

Element

Description

1

‘(Business Unit)’ page title

This title ‘(Business Unit)’ is configured in The ‘General’ section settings - item 6.

2

Page_Navigation_Panel

Use the controls on this panel to navigate the pages of the (Business Unit) 4 List.

3

‘Enter_text_to_search…’field

Enter text here to search and filter the visible columns in the (Business Unit) 4 List.

3

Column Headers

Use the controls in the Column Headers to sort and filter the (Business Unit) 4 List.

4

(Business Unit) List

Each (Business Unit) is displayed in this list.

5

‘Edit’ icon

Click this icon in a (Business Unit) entry to change the name of that (Business Unit).

Note: Changing a (Business Unit) renames all instances of that (Business Unit) throughout your TriLine GRC system.

6

‘Delete’ icon

Click this icon in a (Business Unit) entry to delete that (Business Unit). A ‘Confirm Delete’ dialogis displayed. Click the OK button in the ‘Confirm Delete’ dialog to remove the (Business Unit) from the (Business Unit) 4 List.

Note: The Delete icon only appears if the (Business Unit) is not being used anywhere in the TriLine GRC system.

7

‘Show Usage’ icon

Click this icon to display which records use this (Business Unit) in your TriLine GRC system.

Note: The Show Usage icon only appears if the (Business Unit) is being used in the TriLine GRC system.

8

‘New (Business Unit)’ icon

Click this icon to add a new (Business Unit).

9

‘Reset Grid’ icon

Click this icon to reset the (Business Unit) 4 List.

10

Page Help icon

Click this icon to display basic information about how to work with this Page.

Add a New (Business Unit)

  1. Hover over, or click, the Menu Options (hamburger) icon. Click the ‘New (Business Unit)’ option (item 8 above). The Add New (Business Unit) window appears.

  2. Enter the new unique (Business Unit) 1. Press tab.

  3. Optional, enter a Comment 2 if required.

  4. Click the Save 3 icon. (Or, Click the cancel 4 icon to cancel).

  5. The new (Business Unit) will appear in the (Business Unit) List (item 4 above).

The 'New (Business Unit)' window

The ‘New (Business Unit)’ window

Add New (Business Unit) window elements

‘New (Business Unit)’ window elements

ID

Element

Description

1

‘(Business_Unit)’_field

Type a unique (Business Unit) name in this field.

2

‘Comments’ field

This field is optional. Type a brief comment, or further information in this field.

3

‘Save’ icon

Click this icon to add the new (Business Unit). The ‘New (Business Unit)’ window closes. The new (Business Unit) is displayed alphabetically in the (Business Unit) List (item 4 above).

4

‘Close’ icon

Click this icon to close the ‘New (Business Unit)’ window without adding the new (Business Unit).

Edit a (Business Unit)

Changing a (Business Unit) renames all instances of that (Business Unit) throughout your TriLine GRC system.

  1. Click the ‘Edit’ icon (item 5 above) of the (Business Unit) to be Edited. The Edit (Business Unit) window appears.

  2. Update the (Business Unit) 1 as required. Press tab.

  3. Optional, update the Comment 2 if required.

  4. Click the Save 3 icon. (Or, Click cancel 4 icon to cancel).

  5. The updated (Business Unit) will appear in the (Business Unit) List (item 4 above).

The 'Edit (Business Unit)' window

The ‘Edit (Business Unit)’ window

Edit (Business Unit) window elements

‘Edit (Business Unit)’ window elements

ID

Element

Description

1

‘(Business Unit) Name’ field

In this field, replace the existing (Business Unit) name with another, unique, name.

2

‘Comments’_field

This field is optional. Type a brief comment or further information in this field.

3

‘Save’ icon

Click this icon to update the (Business Unit) name. The ‘Edit (Business Unit)’ window closes. The updated (Business Unit) name is displayed alphabetically in the Business Unit List (item 4 above).

Note: Changing a (Business Unit) renames all instances of that (Business Unit) throughout your TriLine GRC system.

4

‘Close’ icon

Click this icon to close the ‘Edit (Business Unit)’ window without changing the (Business Unit) name.

Delete a (Business Unit)

  1. Click the ‘Delete’ icon (item 6 above of the (Business Unit) to be deleted. The Confirm window appears.

  2. Click the OK button to confirm the delete. (Or, Click the Cancel button.)

  3. The (Business Unit) is deleted and no-longer displays in the (Business Unit) List (item 4 above).

Show Usage of a (Business Unit)

  1. Click the ‘Show Usage’ icon 7 above of the (Business Unit). The Show Usage window appears.

  2. The (Business Unit) Usage 1 Usage window displays. The Modules using this (Business Unit) are group list. Click the chevron 2 icon to display all records of that module which use this (Business Unit). If required, click the Export 3 icon to save this list to a spreadsheet. Click the close 4 icon to close this window.

The '(Business Unit)' Usage window

The ‘(Business Unit)’ Usage window



Did this answer your question?