> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/interfacing-help-files-fr/administration-and-configuration/configuring-application-settings/audit-management-application-settings/team.md).

# Team

Define the teams responsible for conducting audits.

## Overview

The **Team** module allows you to define and manage audit teams, which are responsible for conducting audits.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## How Settings Are Applied

Teams defined in this module appear in the **Team** dropdown, while members of the selected team populate the **Participant Auditors** dropdown. These dropdowns are both available in the [**Create Audit Program**](/interfacing-help-files/interfacing-help-files-fr/auditeurs/gestion-des-audits-internes-applications/creation-et-gestion-des-programmes-daudit/define-audit.md) form.

***

## Working with Teams

Follow the steps below to locate, review, and manage teams efficiently.

{% stepper %}
{% step %}

### Filtering Teams

Use the **Search Panel** to filter the teams shown in the grid. You can filter by:

* **Team Name:** Enter the full or partial name of the team.
* **Team Leader:** Select the user responsible for leading the team.

{% hint style="info" %}

#### Actions:

* **Filter:** Click to apply your criteria and update the grid with matching results.
* **Clear Filter:** Click to remove all filters and restore the full list of evidence.
  {% endhint %}

***

{% endstep %}

{% step %}

### Managing Teams

Use the action buttons in the grid to manage team:

* **Add**: Click to create a new team.

<details>

<summary><mark style="color:blue;"><strong>Audit Team</strong></mark></summary>

The **Audit Team** form allows you to ...

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

1. **Define Details**

Complete the relevant fields to configure the team:

* **Team Name:\*** Enter a name for the team.
* **Team Leader:\*** Select the user responsible for leading the team.
* **Members:** Select one or more users to include as team members.
* **Active:** Select to make the option visible in the **Team** dropdown. Leave unselected to hide it.

{% hint style="info" %}
When creating an audit team, select members whose competencies align with the audit objectives and scope. If a team consists of a single member, that member should be designated as the team leader and will be responsible for all related duties
{% endhint %}

***

2. **Save Changes**

When ready to save, choose one of the following options:

* **Save and Close:** Click to save the team and return to the main form.
* **Save and New:** Click to save the team and open a new form to add another.

</details>

* **Edit** ( <i class="fa-pen">:pen:</i> ): Click to modify a team.

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Export Grid Data</strong></td><td>Export grid contents to an Excel file.</td><td><a href="https://content.gitbook.com/content/AgpNu7XmgN3Z9B8kIShD/blobs/DgIV8TTUnx89pGvjClF5/IMS-V16-NAV-Library-Icons-106.png">IMS-V16-NAV-Library-Icons-106.png</a></td><td><a href="https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids#exporting-data-to-excel">https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids#exporting-data-to-excel</a></td></tr></tbody></table>


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