TeamMate EWP

TeamMate EWP

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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 »

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62 votes
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TeamMate EWP

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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.

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33 votes
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TeamMate EWP

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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 »

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29 votes
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TeamMate EWP

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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.

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27 votes
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TeamMate EWP

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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 »

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22 votes
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TeamMate EWP

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Conversational Coaching Notes

Allow for Reviewer and Preparer to comment on a single CN more than once and have it retain their edit history. Ex:

Reviewer: "Add w/p XYZ to the B.1 & ref it in the B.1.PRG step(s)."

Preparer: It has already been added to A.1 folder

Reviewer: Great, then please add hyperlink to B.1.PRG step(s).

Preparer: I've hyperlinked the w/ps to two steps.

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17 votes
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TeamMate EWP

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Working with Multiple Projects

It is often necessary to have more than one EWP project opened at the same time. It would be more efficient if we can have multiple tabs (status bar) on the bottom of EWP to allow quick switching between open projects.

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16 votes
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