Updating Customized Checklists/letters (if applicable)
If it hasn’t been done, set the customization column switch to the On position. This will provide you with a column to set the date your firm customized a particular Jazzit checklist.
 
Open both the Resource Centre and the Update directory documents. This will allow you to copy any custom changes from the old Resource Centre module to the new Update directory module before updating. Doing this will not only bring in your own custom content but also any additional changes and/or features that Jazzit has added to the module.
 
 
Double-click on the Resource Centre version date to open the existing module in CaseView
Double-click on the Update Directory version date to open the newly downloaded module in CaseView
 
  • Position the Resource Centre module and the Update directory module side to side or on different screens based on preference.
     
     
  • The Resource Centre version module and the Update directory version module can be identified by looking at the module name. The Resource Centre name will have the "PEG Review KLIB" + Document Title name format and the Update Directory version of the module will have an abbreviated "PEG Review KLIB - PEG Review KLIB" + Document Identifier format. Ensure you are copying customizations from the Resource Centre version to the Update Directory version.
     
     
  • Unlock the form and / or design modes of both modules with the administrator password and copy and paste any customizations from your Resource Centre module into the Update Directory module.
  • Set the date you applied the customization to today's date by double-clicking the date in form mode. Do this in the Resource Centre Module. Save and exit.
     
     
  • Maximize the RC Update control module and click on the status button next to the module.
 
 
Update your Customization date/info to today’s date by double clicking on the date field under the Customization Date / Info column.