JZ114 Template not connecting to Resource Centre
Basic Instructions
Follow the instructions link below to connect your templates to the Resource Centre. The procedure is different depending on which Resource Centre is required.
Jazzit Fundamentals Resource Centre (KLIB or FRMLIB): https://documentation.jazzit.com/connecting_individual_files_to_the_resource_centre_s__1.htm
PEG Checklists Resource Centre (PEG Review(or Audit) KLIB): Open the PEG Document Control and set the RC location to either PEG Review (or Audit) KLIB.
PACT Checklists Resource Centre (PACT Compilation KLIB): Open the PACT Document Control and set the RC location to PACT Compilation KLIB.
Identifying the Resource Centre required
You can identify which Resource Centre is required by checking the Document Settings tab, the 'chain' button, or Home menu > Admin and looking under the Resource Centre type field.
Document Settings tab
The 'chain' button
Home menu > Admin (Financial Statements only)
|
Do not connect to the Resource Centre directly from the template by overriding fields in Document settings!! Open the associated Document Control or Financial Statement to connect the appropriate Resource Centre. If the Document control or Financial Statement is not present. Copy it in via Copy Components from an available master file.
A summary of related Document Controls, Financial Statements and Resource Centres can be found here: https://documentation.jazzit.com/jz100_resource_centre_paths_for_all_jazzit_products.htm
|
Check the Identifiers
If the template is still not connecting despite following the instructions above check the Identifiers on both the Document control/Financial Statement and the template. Identifiers must match in both the Resource Centre and Client file. Check the Client file Identifiers first.
For more information on checking/changing Identifier click here: https://documentation.jazzit.com/important_information_about_jazzit_document_identifiers.htm
Correct Identifiers
Financial Statements > "FS"
PEG Audit Document Control > "JZPCKEYA"
PEG Review Document Control > "JZPCKEY"
PACT Document Control > "PTKEY"
Identifiers for Templates
Identifiers for Jazzit Fundamentals Templates - https://documentation.jazzit.com/jazzit_document_identifiers.htm
Identifiers for PEG Audit
Identifiers for PEG Review
Identifiers for PACT Compilation
