Updating PACT checklists in the Master file (PACT Compilation Master)
The PACT Document control provides a list of available updates for letters and working papers.
Open the PACT Compilation Master file
Open the PACT Document control via the document manager. Update the Document by clicking on Update from Resource Centre (if required) at the top left. The documents that require updating will be listed with the yellow status indicator () and a message under the diagnostic indicating an update is available.
Click on the status button for the document requiring and update. This will open the document.
In the opened document click on the Update from Resource Centre button to update the template. Click ‘No’ when asked to keep input cell data to ensure everything is updated to default settings. Once updated, the button changes to Reload from Resource Centre and the status symbol reverts to a checkmark. Click on the Save & Exit button to close the document and return to the Diagnostics Report.
Continue step 2-4 for the rest of the documents until no available updates are listed.
If you are prompted to keep input cells you should say No. Templates do not include client specific data, it is generally unnecessary to retain data in a template file.
If you are losing rows in your client file after the update is complete, you may need to insert additional rows in your Resource Centre module such as the Property, Plant, and Equipment working paper.
For example, if your first group of assets has 15 rows and the Resource Centre module only has 5 rows in that group, you will need to insert an additional 10 rows in the Resource Centre module prior to doing the update.