JZ047 Adding new Jazzit templates to the resource centre and Jazzit master files

JZ047 Adding new Jazzit templates to the resource centre and Jazzit master files

Adding to the Resource Centre (KLIB, FRMLIB)

New Jazzit Templates will be highlighted in yellow. The corresponding module is copied into the Resource Centre (KLIB and FRMLIB) Windows directory by clicking on the yellow status indicator ( ) in the RC Update Control template (JZUPDATE). The module is also added automatically to the top of the document manager of the Resource Centre.

Adding to the Resource Centre manually (alternative)

If using the button doesn't work, the CaseView file can be copied manually via File Explorer. The CaseView file can be found directory/folder (frmlibupdate, klibupdate). Access it using File Explorer.

The filename starts with the Resource Centre file name (frmlib or klib) with the ID appended to the end. For example the Bank Reconciliation template has the ID JZBR1. If you are updating the KLIB, the file would be called klibJZBR1.cvw. Copy/Paste the file from the update directory to the Resource Centre.

Adding to the Jazzit Master File (GENMST, FRMMST)

The new Jazzit Templates are added to the GENMST and FRMMST by clicking the GENMST or FRMMST button that appears next to the new template in the Add to GENMST (FRMMST) column. The module is also added automatically to the top of the document manager of Jazzit Master File.

Adding to the Jazzit Master File manually (alternative)

If using the button doesn't work, the file can be copied manually via File Explorer. Open the update directory (frmlibupdate, klibupdate) for the file to manually copy over.

The filename starts with the Resource Centre file name (frmlib or klib) with the ID appended to the end. For example the Bank Reconciliation template has the ID JZBR1. If you are updating the GENMST, the file would be called genmstJZBR1.cvw. Copy/Paste the file from the update directory to the Resource Centre.

Steps below are no longer required :

Newest versions of the JZUPDATE automatically add modules and templates to their corresponding Jazzit Master Files and Resource Centres. The steps below are no longer necessary. They are retained for reference. If you added the file manually you will need to follow the steps below.

Templates need to be manually added to the Caseware Document Manager in the Resource Centre (KLIB and FRMLIB) and the GENMST and FRMMST file. Follow the instructions below:

Resource Centre

Open the Resource Centre in Caseware Working Papers and highlight the desired Document Manager location for the new module (immediately above insertion point).
Go to Document > New > CaseView Document. Use the RC Control Update module (JZUPDATE) as a guideline to complete the required fields:
Click on the OK button to continue. You will be notified that the file already exists.
Click on the Yes button to finish adding the module to the document manager.

GENMST and FRMMST

Ensure that you have clicked on the GENMST or FRMMST button in the JZUPDATE that corresponds to the Jazzit working paper you are about to add before performing the instructions below or you will get a blank document. If you get a blank document, delete (permanently) the blank from the GENMST/FRMMST, click on the GENMST/FRMMST button in the JZUPDATE and follow the instructions below.

Open the GENMST or the FRMMST in Caseware Working Papers and highlight the desired Document Manager location for the new template (immediately above insertion point).
Go to Document > New > CaseView Document. Use the RC Control Update template (JZUPDATE) as a guideline to complete the required fields:
Click on the OK button to continue. You will be notified that the file already exists.
Click on the Yes button to finish adding the template to the Document Manager.
To add your existing firm letterhead to newly added letters. Open the new letters in the GENMST/FRMMST document manager and reload them from the Resource Centre at least once.