7.2.5. Teams

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

Defining Teams

Although the specific features of this form will be delved into below, it essentially functions the same as any form with an editable grid control—that is, one with Add/Edit functions. For more details on this type of grid and its features, click here.

*For more details on the single-select and multi-select dropdown fields populating this form, click here.

1. Team Name: This is a text field that allows users to input the name of the team.
   • This field acts as a search box. Any value inputted in this field will be, upon request, searched for in the grid and, if possible, retrieved.
2. Team Leader: This is a single-select dropdown field that retrieves the list of users.
   • This field acts as a search box. Any value inputted in this field will be, upon request, searched for in the grid and, if possible, retrieved.
3. Filter: This button retrieves the list of requests that match with the search (based on the values 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.
       • 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.
       • The users selected will be assigned as potential auditors in the New Audit Definition form.
     • Active: This is a checkbox which, if enabled, allows for the team to be displayed in the 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.
7. Delete: This button is used to delete an audit team.
   • For more details on this function, click here.