5.1.5. Team

In this section, users can create, edit, and delete the teams displayed in the Select Team dropdown. This dropdown is found in the New Audit Definition form.

Defining Teams

1. Team Name: This is a text field that allows users to input the name of the team.
2. Team Leader: This is a single-select dropdown field that retrieves the list of users. It allows you to select only one value at a time from the dropdown.
3. Filter: This button retrieves the list of requests that match with the search (based on the values you entered).
4. Clear Filter: This button clears the filter that was used in the previous search.
5. Add: This button allows users to add a new audit team.
   • If selected, it will open a pop-up window with the following form:
     
     • Team Name: This is a text field that allows users to input the name of the audit team. It is a mandatory field.
     • Team Leader: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. It allows you to select only one value at a time from the dropdown. The user selected will be assigned as leader of the audit team.
     • Members: This is a multi-select dropdown field that retrieves the list of users. It allows you to select multiple values at a time from the dropdown. The users selected will be assigned as potential auditors in the New Audit Definition form.
     • Select All: This button allows you to select all users in the dropdown.
     • Deselect All: This button allows you to deselect all users in the dropdown
     • Active: This is a checkbox which, if enabled, allows for the team to be displayed in the Select Team dropdown.
       • This checkbox is automatically enabled whenever a new team is added; however, if users do not want the team to be displayed, they can still manually deselect the checkbox.
     • Save and Return: This button allows users to save the team and return to the main form.
     • Save and New: This button allows users to save the team and open a new form to create another team.
6. Edit: This button allows users to edit an existing audit team.
   • To edit, select the team that you want to edit from the grid and click on the Edit button. It will open a pop-up window with the form Edit Audit Team.
   • To save your changes, click on the Apply button at the bottom of the form.
7. Delete: This button is used to delete an audit team (see first instance for more details on this function).