Entering Staff Names in the Resource Centre
The Staff names can be entered in the Resource Centre. These names can then be loaded into the Master and client files.
  • Open the Resource Centre (e.g. PEG Audit KLIB) file first using Caseware Working Papers and open the Document control (JZPCKEY(A)) template.
  • Unlock the template using the administrator password provided by Jazzit and complete the staff names and information for the engagement..
     
     
     
  • Double-click on the yellow date cell located at the top of document to change the revision date.
     
     
    You can still make changes to the Jazzit Programs and Checklists in the Resource Centre if desired but remember that the templates in the Master file will have to be reloaded for the changes to be carried forward to new files created from the Master file.
     
  • Save and close the document and the checklist KLIB file.