Updating the Resource Centre
The Resource Centre does not need to be updated individually when using the Quick Method of updating. The files downloaded and installed are Resource Centre and Master Caseware files that already include all the latest versions of the Jazzit Checklists and programs.
The Staff names need to be re-entered into the Resource Centre Document Control. These names can then be loaded into the Master and client files.
  • Open the Resource Centre (e.g. PEG Audit KLIB) file first using Caseware Working Papers and open the JZPCKEY(A) document control for both review and audit.
  • 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 Programs and Checklists 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 checklist KLIB file.