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Team & Resources

Manage Your Audit TeamWith Intelligence

Comprehensive team management with role-based access, professional profiles, certification tracking, competency assessment (1-5 scale), and intelligent resource matching.

Multi-level role-based access control
Automated certification expiry alerts
Competency ratings (1-5 scale)
Intelligent resource matching
Performance tracking and development
Team & Resource Management - Competency Matrix and Certification Tracking

Complete Team Management

From user access to professional development, manage every aspect of your audit team

Comprehensive User Management

Multi-level role-based access control with complete profile management.

  • Product Owner, Super Admin, System Admin roles
  • Audit User and Client-specific roles
  • Organizational affiliation tracking
  • System access history

Professional Profiles

Detailed profiles with experience tracking and performance metrics.

  • Total and audit-specific experience years
  • Industry sector and standard experience
  • Client portfolio history
  • Performance ratings and metrics

Certification Management

Complete credential lifecycle tracking with automated expiry alerts.

  • Professional and standard-specific certifications
  • Validity tracking with issue/expiry dates
  • Status: Active, Expired, Suspended, Pending
  • Automated renewal notifications
  • Certificate storage and verification

Competency & Development

Track skills, manage training, and develop your team systematically

Skills Framework

Structured competency assessment with proficiency ratings.

  • Technical skills (1-5 scale proficiency)
  • Standard knowledge (ISO 9001, 14001, 45001, etc.)
  • Industry expertise tracking
  • Soft skills assessment
  • Language capabilities

Training Administration

End-to-end course management with tracking and certification.

  • Course enrollment tracking
  • Progress monitoring
  • Assessment scores
  • Digital certificate generation
  • Continuing education credits

Performance Management

Systematic evaluation and career development tracking.

  • Annual and quarterly reviews
  • 360-degree feedback
  • Goal management
  • Career paths and succession planning
  • Mentoring programs

Intelligent Resource Allocation

Match the right auditors to the right audits with intelligent scheduling

Advanced Scheduling

Intelligent resource allocation with availability and workload management.

  • Leave tracking and availability
  • Conflict detection
  • Workload balancing
  • Time zone support
  • Calendar synchronization

Team Assembly

Intelligent resource matching based on multiple criteria.

  • Skills and competency matching
  • Availability checking
  • Certification verification
  • Experience level alignment
  • Language and client history matching

Build a Stronger Audit Team

Systematic team management with competency tracking and intelligent resource allocation