The possibility of including a CAAT (e.g. ACL or idea) should be included in EWP. Maybe on can be custom built for EWP by R&D. This will save users a lot of cost by not having to purchase a CAAT separately additionally more could be done with just one software.
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 »
Incorporate Adobe rather than TeamImage to improve functionality of PDFs in Team EWP
Add the ability to report out of Teammate into a PowerPoint report that can be used as the audit closing presentation.
In our audit department, we have a certain portion of our work that is primarily compliance/checklist oriented. It would be wonderful if there could be teammate templates configurable to a checklist and scoring approach. We also have summary reports that aggregate the results across all audits of the same checklist/scoring type. If we had a teammate template that had the scoring/checklist built in, we could have the ...more »
Create the ability to tag best practices at specific sites.
Find a way to be able to have Word and Excel documents open outside of Teammate and also have TM open-without TM crashing.
It would be nice if we can cross reference the procedures/WPs that is performed in other audit projects so we can hyperlink it and review the content via the hyperlink.
TeamMate EWP should allow internal auditors to work on more than one window / tab. For example: I will be able to work at a time or simultaneously on two “Summary of Audit Results or Conclusion” Tab.
This feature will help in multiple browsing within TeamMate EWP, so that I can attach documents and reduce the lead time of audit fieldwork.
Simply enough, add functionality so that we can add multiple users at one time without having to be in every template. One solution would be to have a feature where you can search, and then add names to a queue (Search window on the left, queue on the right) and then add the one you want to the queue. Once the user is complete, you can add the entire team you need at one time.
I would like to see the ability to add multiple recommendation owners without creating a new recommendation. I run into issues on a regular basis that are the responsibility of multiple people. Currently I add them as a Contributor. However, in reality they are a partial owner as well.
When working in teams it would be nice to be able to create tasks in relation with the audit program and assign responsibilities to team members. To make this usable, it's important to be able to add EWP tasks to each users Outlook tasks.
The ability to selectively carry-forward Permanent File (P/F) or other Work Papers (W/P) to subsequent years would save hours of P/F or W/P setup in subsequent years.
We cannot paste any picture on the body of the TeamMate EWP for ex: in Summary of audit findings, exception, profile etc.
TeamMate should have the feature of pasting the picture facility.
Create a QA/Closure checklist that is a pop-up window, asking Auditors questions like:
1) Did you enter all time for the audit? Yes/No
2) Have you uploaded your reports? Yes/No
With each question, have a hyperlink to that section so they can easily fix the error.