Procedures

Accessing the Triage PRO List page

Access Triage PRO via the Main Menu:

1. From the Main Menu, select Triage PRO | Work with Triage PRO records.

   

   Note: The Triage PRO Module must be installed for this menu option to appear.

2. The ‘Triage PRO’ list Page is displayed.

3. Use the Column Headers and the Page Navigation Panel to search and navigate the Triage PRO List.

Processing Triage PRO Records Manually

Depending on the configuration setting, new Triage PRO email records can be Processed either on receipt to TriLine, or each night by the Overnight Monitor, or manually. Selecting configuration setting ‘Manually’ adds the ‘Process Records’ option to the Triage PRO List menu option. This allows you to Process records as you require.

Note: Triage PRO notifications, except new task notification, will be sent each time Triage PRO Processing occurs. Triage PRO new task notifications will be sent the next time the Monitor New Task process is run; this new task notification will be sent regardless of whether you have completed this Rule generated new task, so if you have already completed it, please ignore the reminder.

1. Access the Triage PRO List page.

2. On the ‘Triage PRO list’ page, hover over the Options Menu icon to display the options. Click the ‘Process Records’ 1 icon.

   

3. A message will display confirming the Processing has occurred and completed. All new Triage PRO records received since the last Processing run will appear in the Triage PRO list.

View and Edit Triage PRO details

1. Access the Triage PRO List page.

2. The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page. Click each tab to view the details on that tab.

   

3. If the Save 1 icon is displayed (after hovering over the Menu Options icon), you have security access to update the values on this Triage PRO record. The Save function applies to Details and Security tabs. Update the values as required, then reveal and click the Save 1 icon.

   

Delete a Triage PRO record

Deleting a Triage PRO is NOT recommended if you wish to retain the historic content of this record.

1. Access the Triage PRO List page.

2. The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page. Hover over the Menu Options icon and then click the Delete 1icon.

   

3. A ‘Confirm Delete’ dialog is displayed. Click Yes to delete the Triage PRO record together with all its history, or click No to cancel.

   

Undelete a Triage PRO record

The Triage PRO record is not deleted immediately, but rather it’s record Status is changed to ‘To Be Deleted’ for the limited time determined by your configuration settings. Hence the record can still be viewed and the record can also be recovered back to an Active status.

The Record will be permanently deleted on its scheduled date by the overnight Monitor and cannot be recovered/undeleted after this time.

The days delay until the deletion of a record is configured by the Administrator on the General Configuration tab. For example, this setting is 31 days:

The ‘Delete Record Days’ setting

To Undelete a Triage PRO record:

1. Access the Triage PRO List page.

2. The Triage PRO List page is displayed. Click the ‘This record is…’ column Filter 1 icon. (If these records exist) Select To Be Deleted 2 (and unselect Active). Click OK 3.

   

3. ‘To Be Deleted’ records will be displayed in the list. Click the record 1 of interest to open its Details page.

   

4. The to be deleted Record displays with it’s Deletion Date 3. Click the ‘Set to Active’ 1icon.

   

5. The record will no longer be deleted.

Print a Triage PRO

1. Access the Triage PRO List page.

2. The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page. Hover your mouse pointer over the Options Menu icon and then click the Print Preview 1 icon.

   

3. A Preview Page opens showing a Report for the Triage PRO record. Navigate, search, print and/or save the Report using the Preview Page Toolbar. Click the Close icon 1 to close this window.

   

View an Attachment

1. Access the Triage PRO List page.

2. The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page.

3. Click the Attachments tab. Click the View Attachment 1 icon on the attachment you are interested in viewing.

   

4. The Attachment viewer will open that attachment.

Manage Links

1. Access the Triage PRO List page.

2. The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page.

3. Click the Links tab.

4. Click on a module tab to view current links to records in that module.

Add a new Link

1. Click on the dropdown arrow in the Links field 1.

2. Click on the record 2 to be linked. It’s number will appear in the Links field 1.

3. Click the Link 3 icon to link the record.

   

4. The Linked record will appear in the linked 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. Click the Delete Link 1 icon of the record to be delinked.

   

2. The ‘Confirm’ window appears. Click OK to delete the link, or click Cancel.

Manage Notes

The Notes tab displays a list of Notes that have been added to this Triage PRO record. This tab can be used to add any relevant information relating to the Triage PRO record as required. Positions with View or Edit access are permitted to add Notes. Positions with Edit access can also update or delete the Notes.

1. Access the Triage PRO List page.

2. The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page.

3. Click the Notes tab.

Add a new Note

1. Click the Add Note icon 1.

   

2. Enter the Note text in the edit area 1. Click the Save icon 2 to save this note.

   

   Note: If you paste any content here, please review Paste From Word

3. Or, click the Cancel icon 3 to stop adding the Note.

Edit a Note

1. Click the Edit Note icon 1 on the Note to be updated.

   

2. Update the Note text in the edit area 1. Click the Save icon 2 to save these changes.

   

   Note: If you paste any content here, please review Paste From Word

3. Or, click the Cancel icon 3 to stop updating the Note.

Delete a Note

1. Click the Delete Note icon 1 on the Note to be deleted.

   

2. The ‘Confirm’ window appears. Click OK to delete, or click Cancel.

Update Record Security

1. Access the Triage PRO List page.

2. The Triage PRO List page is displayed. Click on a Triage PRO record in the list to open the The Triage PRO page.

3. Click the Security tab.

4. Update the Security Group accesses as required 1.

   

5. Hover over the Menu Options icon and then click the Save 1 icon to save the updates.

   

   Notes:
   
   Positions in the ‘Administrators’ and ‘Adminstrators - Compliance’ System Groups are automatically assigned ‘Edit’ Rights.
   Positions in the ‘Super Users’ Security group are automatically assigned ‘View’ Rights.
   If a user is a member of multiple Security Groups with conflicting Security Rights, the higher level of access is granted.