Ansarada

Neha Aswal

Christina Pan

How to access your Implementation Data Room

How to access your System (Live/Sandpit)

Implementation Starter Pack

TriLine: What are Cascading List?

TriLine: What is Insights module and how it works?

TriLine: Insights Lite - Nov 2022

TriLine Integration with Identity (Including MFA).

TriLine: Multi-Factor Authentication (MFA) - Dec 2022

TriLine: Insights Lite Enhancements - Dec 2022

Insights Lite Enhancements - Dec 2022

What's New - Feature Releases

TriLine: How to add/update your logo

TriLine: How to set up a new Position user

TriLine: How to set up a new Portal user

TriLine: How to change a Portal user to a Position user

TriLine: How to change or update the details of an existing Position user

TriLine: How to review all your Portal and Position users set up in the system

TriLine: What are Security Groups and how are they used?

TriLine: What are System Groups and how are they used?

TriLine: What is the Project Mode and when is it turned on/off?

TriLine: Managing the Monitor as a TriLine system owner

TriLine: What is the Web Monitor and how to use it

System Admin

TriLine: What are layouts and how to manage them?

Login and Basic User Access

TriLine: Understanding the difference between a Task and a Current Task

TriLine: How to set up a Task in the Registers module

TriLine: How to set up a Task using Predefined Tasks

TriLine: How to set up a Treatment/Mitigation Task in the Risks module

TriLine: How to Complete/Action a Task

TriLine: How to Complete/Action a Task with the Express Complete in One Click option

TriLine: What happens when a Task is Overdue?

TriLine: How to make changes or updates to details of a Task

TriLine: How to change the Due Date of a Current Open Task

TriLine: How to reactivate completed tasks in TriLine GRC?

TriLine: How to reactivate Completed Tasks in TriLine GRC?

TriLine: How to use Insights reporting to manage Current Open/Overdue Tasks

Tasks

TriLine: How to Manage General Settings in TGRC?

TriLine: What is a business unit, its role and how to manage it?

TriLine: How to access the Current user page in TriLine GRC?

TriLine: How to send an Email to all TriLine GRC Users through Portal?

TriLine: How to manage Domain page in TriLine GRC?

TriLine:How to Manage Holidays in TGRC portal?

TriLine: How to Manage Tags in TGRC portal?

TriLine: How to delete a record in TriLine GRC?

TriLine: What are timeout and how to extend them?

TriLine: How to retrieve a deleted record?

Basic Configuration of TriLine GRC

TriLine: What is Audit Trail and how to manage it?

TriLine: What is Audit Trail and how to export it?

TriLine: What are filter builder operators in TriLine?

TriLine: What is an Audit Trail?

 Audit Trail

TriLine: Typical Event Progress in TriLine GRC

TriLine: Events Maintenance Section

TriLine: How to Archive Event Records to TriLine GRC?

TriLine: How to Edit an Event at TriLine GRC?

TriLine: How to Delete and Undelete an Event for TriLine GRC?

TriLine: How to Print an Event for TriLine GRC?

TriLine: Steps to create a new Event in TGRC.

TriLine: How to add a New Event in TGRC?

TriLine: What is an Event in TriLine GRC?

TriLine: How to Access an Event List

TriLine: About Events in GRC

Events

TriLine: How to configure the Register Module in TGRC?

TriLine: Step by Step procedure to add a new Register using the TriLine Portal

TriLine: Step by Step procedure to add a new Register record using the TriLine Portal

TriLine: Who is the register Owner and designer in TriLine GRC?

TriLine: What is Register and its other functions?

Registers

TriLine: How to Manage the Contract With page?

TriLine: How to Manage the Contract With page

TriLine: Contract Owner managing uncompleted Attestations

TriLine: What is a 3rd Party Contract Attestation and how to set it up?

TriLine: What are attestation Types?

TriLine: How to complete an Attestation?

TriLine: How to add a new Contract?

How to terminate a Contract

TriLine: View Attestation Completion History

TriLine: How to archive a Contract record?

TriLine: How to update Renewal Reminder in  Contracts GRC?

TriLine: How to undelete the contract record?

TriLine: Managing contract documents in Contract module.

TriLine: How to reactivate a terminated Contract in TriLine GRC?

ContractsTriLine: What is Contract Management Module in TriLine GRC? Module

TriLine: What is Contract Management Module in TriLine GRC?

Contracts

TriLine: What are Task Teams (TT)?

Deleting a User from the TriLine system: Part 2/2

TriLine: Obsoleting a Position but there are Record/Task responsibilities or Actioned By assignments remaining

Deleting a User from the TriLine system: Part 1/2

TriLine: Obsoleting a Position but there are Current Tasks outstanding

TriLine: Obsoleting a Position

TriLine: How to add, Delete and edit Task Teams?

TriLine: How to Manage Task Teams?

What is Filter Builder and how to build one?

TriLine: What is Filter Builder and how to build one?

TriLine: How to Bulk upload Positions?

TriLine: What to do when someone new replaces and assumes a position?

TriLine: How to add a new Task Team?

Assigning Tasks to Task Teams

Reviewing Task Due Dates in TriLine

TriLine: How to transfer tasks to someone else temporarily?

TriLine: What are my Current Tasks?y Current Tasks?

TriLine: What are my Current Tasks?

Admin and Security

TriLine: How to create an overview of the system structure

TriLine: How to create a scheduled report?

TriLine: How to create and email report now in schedule reports?

TriLine: How to create a completed Task summary?

TriLine: How to create a Completed Task Report?

TriLine: How to edit and update the scheduled reports?

TriLine:How to delete and retain schedule reports?

Reporting

TriLine: GRC Risk Management Process

How to Link or Unlink Risk with a Compliance Process?

TriLine: Link or Unlink Risk with a Compliance Process

TriLine Risk Hierarchy

TriLine: Adding a Risk

TriLine: How to add a Risk?

TriLine: What is a Treatment in Risk?

TriLine: Viewing or Editing an Occurrence Action

TriLine: Adding or Removing an Occurrence Action

TriLine: Complete a Risk Treatment Current Task

TriLine: Viewing or Editing a Risk

TriLine: Sorting Risk Aggregation by Category

TriLine: Completing a Risk Review

TriLine: Accessing Risk Aggregation by Category

TriLine: Transferring a Risk Review

TriLine: Filtering Risk Aggregation by Category

TriLine: View or Edit a Risk Treatment

TriLine: Show Risks for each Category

TriLine: How to delete a Risk

TriLine: Create a Risk Template

TriLine: Add a Risk Treatment

TriLine: Copy (Duplicate) a Risk Treatment

TriLine: Transfer (Move) a Risk Treatment

TriLine: Accessing the Risk Records

Risk

TriLine: Submissions - Show, Add, View, Delete a Document

Submissions - Show, Add, View, Delete a Document

TriLine: Accountable People - Add, Edit, Delete a Note

Accountable People - Add, Edit, Delete a Note

Submissions - Show Personal Accountability

TriLine- How to Link, View, Delete Documents?

TriLine- How to Add and View Notes in submissions?

TriLine- How to Add, Edit, Delete a Submission record?

TriLine- How to Delete a Submission record?

TriLine- How to Add and View a Submission Note?

TriLine- How to View and Edit Submission details?

TriLine- How to Terminate a Certificate in Accountable people?

TriLine- How to Add a new Submission record?

TriLine- How to Renew a Certificate in Accountable people?

TriLine- How to access the Submissions records list?

TriLine: Accountable People - Add, Edit, Delete Joint Notes

TriLine- How to Complete Certificate Renewal Task?

TriLine: Accountable People - Statement of Responsibility

TriLine: How to access Certificate Renewal Tasks ?

TriLine: How to Add, Edit, Delete a Certificate record in Accountable People?

TriLine: Certificate Renewal Tasks - Open Task via Email notification link

TriLine: How to access Obligation Modules and Topics?

TriLine: Certificate Renewal Tasks - Certificate record Renewal sent

TriLine: How to Show Joint Responsibility in Accountable people?

Certificate Renewal Tasks - Create a Certificate Renewal Task

TriLine: How to access the records list in Accountable People?

TriLine: How to access Certificate Renewal Tasks?

TriLine: Add New Accountable Only Person

Certificates - Links to Register records

TriLine: How to Add Existing Positions in Accountable People ?

TriLine: How to Add and View Links in Certificates?

TriLine: How to update details for Accountable People?

TriLine: How to Terminate a Certificate?

TriLine: Accountable People - Edit Allocation Dates

TriLine: Overall Responsibility - Accessing the  records list

TriLine: Certificates - Renew a Certificate

TriLine: Certificates-Show personal Accountability

GRC