Procedures

Access the Security Centre Task Teams tab

  1. From the main menu select Maintenance | Security Centre.

  2. The Security Centre page is displayed.

  3. Click the Task Teams tab.

Adding a new Task Team

  1. Access the Security Centre Task Teams tab.

  2. On the ‘Task Team’ tab, click the Add icon.

  3. The ‘Add New Task Team’ window is displayed.

  4. Enter a name 1 for the Task Team in the ‘Add New Task Team’ window. See Table 5 for details of each field.

  5. Click the ‘Save’ icon 2 to save the new Task Team.

  6. Check that the new Task Team appears in the list on the Task Teams tab (item 4).

The ‘Add New Task Team’ window

The 'Add New Task Team' window

The ‘Add New Task Team’ window

‘Add New Task Team’ window elements

ID

Field

Description

1

‘Team Name’ field

Enter an unique Team Name. This is what the Task Team is known as throughout TriLine GRC.

2

‘Save’ icon

Click this icon to save the new Task Team.

3

‘Close’ icon

Click to close the window without saving.

Editing an existing Task Team

  1. Access the Security Centre Task Teams tab.

  2. On the ‘Task Team’ tab, click the ‘Edit’ icon next to the Task Team you want to edit.

  3. The ‘Edit Task Team’ window is displayed.

  4. Update the name of the Task Team ‘Edit Task Team’ window. See Table 5 for details of each field.

  5. Click the ‘Save’ icon 2 to save the Team Name.

  6. Check that the updated Task Team appears in the list on the Task Teams tab.

The ‘Edit Task Team’ window

The 'Edit Task Team' window

The ‘Edit Task Team’ window

‘Edit Task Team’ window elements

ID

Field

Description

1

‘Team Name’ field

Update the Team Name. This is what the Task Team is known as throughout TriLine GRC.

2

‘Save’ icon

Click this icon to save the new Task Team.

3

‘Close’ icon

Click to close the window without saving.

Deleting a Task Team

A Task Team’s delete icon will only appear when - The Task Team belongs to no Security Group, - The Task Team has or roles either of responsibility, or as a task actioned by.

Note: Check a Task Team roles by clicking the Show Usage icon.

  1. Access the Security Centre Task Teams tab.

  2. On the ‘Task Teams’ tab, click the ‘Delete’ icon next to the Task Team you want to remove.

  3. A ‘Confirm Delete’ dialog is displayed.

  4. On the ‘Confirm Delete’ dialog, click OK to delete the Task Team (or Cancel if you change your mind).

  5. Check that the Task Team no longer appears in the list on the ‘Task Teams’ tab.

Note:
Task Teams cannot be deleted if there is an existing allocation to a Compliance, Risk, Event or Other Task. An error will appear at the bottom of the page and the allocated Task(s) will be listed.

Updating Task Team Members

  1. Access the Security Centre Task Teams tab.

  2. Click on a Show Members 1 icon to show the Position’s in the Task Team.

  3. Select or un-select 4 Positions as required, from the Members list 3.

  4. Click the Task Team Members Save icon 5.

  5. Selected Positions will sort at the top of the Task Team Members list. Un-selected Positions will sorted under these.

  6. Click the Close 6 icon.

Tip:
Record Security Rights and Record allocations cannot be changed from this window. To edit the Record Security Rights, edit the individual Security Group from the Security Centre (see Security Groups). To remove a Task Team from actioning a Task, edit the individual record.

Note:
Positions that are members of a Task Team will additionally assume that Task Team’s Security Group Record Security Rights.

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