TeamMate EWP (Electronic Working Papers)
Complete Audit Documentation System
Included as part of the integrated TeamMate Suite, TeamMate’s powerful database architecture allows you to quickly find the information you need and brings efficiencies to the documentation and review process.
All important information such as program steps, issues, coaching notes, sign-offs and edit histories are contained in database tables. Database driven systems such as TeamMate allow real- time, team-based use, facilitate filtering and sorting of key information, and are more powerful than simple document-based systems.
You can filter and sort key information instantly. For example:
- Every procedure ‘assigned to me’
- Every procedure ‘ready for review’
- Every ‘high risk’ procedure
- Every procedure ‘edited after review’
- Every procedure with the word ‘contract’
The TeamMate EWP work program allows for individual sign-off of each procedure within a multiple step program. This allows team members to work on different steps within the same work program and each electronically sign -off their own steps.
TeamMate’s clear status flags and filtering features allow reviewers to easily identify and navigate to areas of work that are ready for their review.
Functional access levels within TeamMate EWP provide for distinct levels of authorization based upon your ‘role’ on a given project. For example, a preparer cannot sign-off work papers as reviewed and a read-only team member can view the project file but not make changes.
TeamMate EWP includes state of the art imaging software, which allows for incorporation of scanned images, faxes, emails and digital pictures into the file as audit evidence. Adobe Acrobat (PDF) files can also be imported into the imaging module, allowing annotations to be placed on top of the underlying data.
Powerful cross-referencing
A powerful point-to-point cross-referencing system automatically links your work program steps to audit findings. Did you discover a purchase order that did not comply with corporate policy? Scan it in, and it is automatically linked to the audit step, detailed write-up and management report.
Additional TeamMate cross-referencing abilities include:
- Automatic referencing of work papers to coaching notes and issue write-ups
- Hyper-linking across all applications
- Hyper-linking to websites, including files stored outside the database, eg. ACL
- Creating and linking to bookmarks
TeamMate’s powerful 360° Reporting facilitates the automatic real-time drafting of issues, work programs, audit background data, and time summaries into pre-formatted Microsoft Word documents. TeamMate enables you to send the documents to management for responses, the details of which can then be imported back into the relevant fields in the audit file.
Advanced Microsoft Office Integration
TeamMate EWP is noted for its advanced application integration. Audit findings are documented directly onto work programs or inside fully integrated Microsoft Word or Excel workpapers.
The full functionality of these Microsoft files is retained within TeamMate, and the additional ability to add cross references, tickmarks, issues, coaching notes and sign-offs to documents is added by way of the advanced TeamMate toolbar.
All elements of the project file are automatically encrypted and compressed by TeamMate. This includes 3rd party workpapers such as Microsoft Word, Excel, Powerpoint, etc. Your workpapers are secure whether they are on your server, local PC or somewhere in email or WAN transit.
TeamMate EWP allows you to easily accumulate and share department knowledge and consistently promote your audit methodology through the use of Templates and TeamStores.
