Who is this article for?

   Auditors managing an audit record.

   Audit module access is required.

Team Members are individuals who collaborate to plan, execute, and review the audit process. These team members can come from various backgrounds and possess different expertise, but they all contribute to ensuring the audit is conducted effectively and efficiently.

This article outlines:

1. Types of Team Members
2. Adding Team Members
3. Further Reading

1. Types of Team Members

Typically audits can be made up of the following team members:

• Owner: The person accountable for the audit being performed.
• Audit Manager: The person responsible for overseeing the audit process.
• Auditors: Other individuals performing actions during the audit.
• Chief Audit Executive: A senior-level executive responsible for leading the internal audit function within an organisation.
• Senior Auditor: A senior auditor.
• Staff Auditor: A data-entry level auditor.
• Testing Team: Individuals responsible for testing controls and other aspects of the audit.

Not all roles need to be assigned as the specific roles will vary depending on the type of audit being performed.

2. Adding Team Members

1. Open the audit module.

2. Click "Audits"

3. Open an audit

4. Click "Team".

5. Locate the role from the list and then click expand to view the assigned team members.

6. Search for the team member

7. Click the team member to confirm.

8. Click "Save".

3. Further Reading

• Creating an Audit
• Updating Scope Items
• Adding a New Finding to the Library
• Adding Phases to an Audit Type
• Deleting an Audit
• Managing Findings in the Library
• Managing Phases in the Library