TeamMate EWP

TeamMate EWP

Customized Reports

A nice tool would be a report creation tool. Something where you could have predetermined boxes that you can drag and drop into a report. For instance, there could be various header options that you can drag in (similar to microsoft office) or you can create your own customized header. Then you drop in the box where you would like it to appear on the report. Once this has been fully created, you could save it as a template,... more »

Voting

62 votes

TeamMate EWP

Add an Archive Function

Create a way to easily archive an entire year's audits, so the TeamMate suite can be lean and capture only the current audits in work. However, the archive is accessible if/when prior year audits need to be revisited.

Voting

33 votes

TeamMate EWP

planning the audit work with software help

Planning the audit work is the most important aspects as it enables greater efficiency when carrying out the assignment. This stage takes up the majority of the schedule audit days. I think that the Teammate Electronic Working Paper EMP can integrate a feature that allows the Auditor to input the data collected at the entrance interview, background information and preliminary survey. The information can be categorized... more »

Voting

15 votes

TeamMate EWP

TeamImage

I feel that TeamImage needs to be redesigned or build another platform for supporting images and PDF files. The new design should allow for better editing functionality (including hyperlinking), as well as a better viewing pane. This is used extensively by our department, yet not much is ever invested into this area of EWP.

Voting

27 votes

TeamMate EWP

Quality Assurance Review Feature for Team Leaders & Audit Mgr

It would be good for teammate to add a feature/suite which allows Audit Managers and Team Leaders to be able to assess working papers and reports against existing IA Standards/International Standards for the Professional Practice of Internal Auditing. This would be good for quality assurance purpose because every so often current files, work papers and other such audit work documents are not properly checked by Team Leaders... more »

Voting

29 votes

TeamMate EWP

Revamp the Editing Experience

Editing experience in EWP would be similar to editing in popular Word Processing Programs such as word.

 

Common issues that need to be addressed:

> Copying and pasting between applications

> More reliable Undo/Redo

> Common Keyboard short-cuts that actually work

> Editing of tables

> Automatic Spell check with underlines

Voting

8 votes

TeamMate EWP

Folders

Allow for multiple subfolders. We often have hundreds of workpapers in an audit objective. Using the results/conclusions/references tabs allows for a decent summary of workpapers for an audit step, but if we were able to add multiple subfolders to better categorize workpapers in audit steps, it would save much time when trying to locate a specific document placed in TeamMate if the ARC is not remembered or the document... more »

Voting

22 votes

TeamMate EWP

Versioning for projects in Centralized Database

Lise McGillis from our team suggested that TeamMate requires versioning implemented for their projects. If a file becomes corrupted or data is loss, we should have an ability to recover from a previous version easily. Today, I have to restore the entire database and hope that the file was there in the database I just restored. That's not practical. With multiple users on a single project, I should be able to go back... more »

Voting

13 votes