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 »
Incorporate a "track changes" feature in the procedure steps of EWP so preparers can see what the reviewers have edited.
Have TeamMate EWP automatically notify user that something is waiting for his/her action for workflow to continue. R10 sort address it but pops, emails or any other medium of notification would be a nice addition
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.
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 »
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.
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 »
Add the ability to spell check an entire project and/or procedure. Additionally, add the real time spell check functionality as in MS programs.
When performing update/remediation testing for an audit issue, allow for the pulling of the previous issue along with the TeamCentral status to be imported and up-datable within an audit in EWP.
Ability to delete more than one document or workpaper at once in EWP rather than having to go down each one by one. A batch delete button so to speak.
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.
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.
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 »
Very rarely we have auditors who come up and tell us that they deleted a work paper on accident. Since there is not an un-do feature currently, it's hard to retrieve that work paper back. We are not talking about a daily backup. It would be nice to have some sort of Re-cycle bin folder which would automatically delete when the project is set to 'Implementation Tracking' state
There are many instances, auditors are get frustrated when it comes to constructing the current and permanent files, as it is time consuming and a tedious task. If teammate were able to include a drag and drop functionality enabling auditors to move easily all work papers relating to each phase of the audit process (planning, fieldwork, reporting, closing and follow-up) into the current file and or permanent file and... more »