Document Control
The document control is used to:
  • Connect the PEG templates to the Resource Centre (PEG KLIBs).
  • Set staff names/initials
  • Setting global settings for their corresponding templates.
 
Ensure that the  Document control is always present in a CaseWare file with a PEG document. It is required for the PEG document to connect to the Resource Centre.
 
Document Control
1
Clearing Options
1. Clearing Options
Allows the preparer to decide which data will retain during a CaseWare rollforward.
 
Clearing options apply to all package documents in the CaseWare file. Click on Set to default to default the Document control to the settings in the Resource Centre Document control.
 
2
Hide details if procedures set to NA
2. Hide details if procedures set to NA
In certain checklists, setting the procedure to NA will hide details since they are deemed unnecessary.
3
Administrator options
3. Administrator options
This is set in the Document control module residing in the PEG Resource centre. Click on Set to default to default the Document control to the settings in the Resource Centre Document control. Procedure text can be locked or made editable by preparers. Balance summaries can be made visible at the top of checklists.
 
4
Resource centre (RC) information
4. Resource centre (RC) information
Set the Resource location by double-clicking on the file path. Ensure RC location is set to either the PEG Review KLIB or PEG Audit KLIB.
5
Staff Names
5. Staff Names
Enter staff names and initials. Click on Set to default to default the Document control to the settings in the Resource Centre Document control. This can be edited in both the Jazzit master version and the Resource centre version.
6
Document filter
6. Document filter
Filter the document list below to show all documents, documents found in the CaseWare file, documents with updates available, or documents not found in the CaseWare file. Documents can also filtered by Review vs. Compilation in the PEG Review version.
7
Program & Checklist
7. Program & Checklist
A summary listing of all package documents in the CaseWare. Click on the status to open the corresponding document. The indicates an update is available.