Ready Reference

TeamMate AM Product Version: 12.1

TEAMCENTRAL - WORKING WITH

TeamCentral - Working with Recommendations

Updating Recommendations

To update the status of a recommendation:

1. From the TeamMate Launchpad, select TeamCentral.
2. Type your Login Name and Password, and then press Enter (if using Windows Authentication on the web
applications, users are automatically logged in).
3. From the Portal screen, select Tracking.
4. From the Home screen, select Implementation.
5. From the Implementation Tracking view, select the state of the recommendation(s) you need to update.

NOTE: Issues that have not been implemented at the conclusion of the audit in EWP
are released to TeamCentral with a state of Pending.

6. Select your Recommendation from the grid list.

7. When the Recommendation opens, click the Update Status button at the top of the page.

© 2017 TeamMate Licensing B.V. All rights reserved.

 8. In the dialog box, enter Status Update detail text in the box provided.
9. If the corrective action has been started, but not completed, check the Pending – Started checkbox.

10. Click Submit and then Close.

Marking Recommendations

To mark recommendations implemented:

1. See Steps 1–6 from the Updating Recommendations procedure above for details on opening
recommendations in TeamCentral.
2. Click the Implemented button at the top of the page.
3. In the dialog box, enter the actions taken to resolve the issue.
4. Select the date implemented.
5. Optional. Using the Add Attachment button, search for and attach documentation supporting
corrective action taken.
6. Click Submit and then Close.

© 2017 TeamMate Licensing B.V. All rights reserved. 2 Ready Reference

 Approving Recommendations

To approve the implementation of recommendations:

1. From the Implementation Tracking view, click Implemented and then click the description of the
recommendation.
2. Click the Approve button at the top of the page.
3. Within the field provided, document a narrative.
4. Click Submit and then Close.
Last Updated: June 27, 2017

© 2017 TeamMate Licensing B.V. All rights reserved. 3 Ready Reference