Updating the Resource Centre
The Resource Centre does not need to be updated when using the Quick Method of updating. Resource Centre and Jazzit Master files that already include all the latest versions of the Jazzit Package.
The Staff names need to be re-entered into the Resource Centre. These names can then be loaded into the Master and client files.
  • Open the Resource Centre (ex: PACT Compilation KLIB) file first using Caseware Working Papers and open the document control (PTKEY).
  • Unlock the document using the administrator password provided by Jazzit and complete the staff names and information for the engagement.
     
     
  • Double-click on the yellow date cell to change the revision date.
    You can still make changes to the Jazzit Templates (PEG Compilation KLIB) in the Resource Centre if desired but remember that the documents 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 template and the KLIB file.