CCH® TeamMate — Libraries and TeamStores Re-use and evolve the audit approach
Your department's existing methodology and detailed workpaper templates can quickly and easily be incorporated into a master audit library, so that TeamMate® EWP is molded to the way your work.,
Once a project file has been created from the chosen Library, its work plan is further built from a database known as a TeamStore, which includes work programs and procedures; workpaper templates; standard wordings of audit findings and issues; and the names of the department’s team members/resources.
Libraries
CCH® TeamMate EWP project files are created from user-defined templates known as Libraries. Using a TeamMate® EWP Library enables your department’s standard TeamMate EWP file structure and terminology to be applied to each and every project.
In addition, any and all procedures to be performed on every project, planning checklists and documents, notification letters, risk matrices etc., included in your Library will be automatically inserted into each new project file.
Creating a Custom Library for your department will help ensure that all of your best practice elements are included in each new project and the workpaper structure will be standardized.
In addition to a standardized look and feel, a TeamMate EWP Library provides assurance that your teams adhere to organizational requirements. New user training time is minimized and, overall, your teams spend less time getting started. Your TeamMate EWP Library will enable your teams to “hit the ground running.”
The Library is used as a “Head Start” file when creating new projects and users can create a number of different Libraries for different types of engagements. By including detailed audit procedures in a Library, it is possible to create “off-the-shelf” project files for regularly performed assignments. Complete project templates can be created from any existing project file.
TeamStores
If you have any existing standard work programs and/or workpapers, these can easily be migrated to TeamStore, enabling you to import them into project files in seconds.
Reportable issues, or exceptions, can also be saved in TeamStore for future use. The next time the same exception is encountered, a draft write-up of the finding and recommendation can be imported from the TeamStore.
Work programs, workpapers and exceptions documented in TeamMate EWP project files can be exported to TeamStore so that information is captured only once. Individual cabinets within TeamStores can be restricted so that only authorized team members can move these new programs, workpapers and exceptions into production.
