Year ends December 13, 2017 and before Year ends December 14, 2017 and later

YOUR ENGAGEMENT JAZZIT FILES TO USE WHAT TO DO WHAT TO DO JAZZIT FILES TO USE WHAT TO DO WHAT TO DO
CURRENT TYPE Jazzit Administrators File Preparers Jazzit Administrators File Preparers
SUBSCRIPTION
REVIEW CPEM Review Master Update as usual. Update as usual. PEG Review Master Move to PEG Checklists. 1.Delete all existing CPEM checklist
(& compilation) CPEM Review KLIB Download Make sure path to resource PEG Review KLIB 1.Download: documents from client files.
-new CPEM Review Master centre in JZPCKEY Control - new PEG Review Master 2.Use copy components to bring new
-new CPEM Review KLIB Document in each client file is set - new PEG Review KLIB PEG review checklists in client files.
to replace existing files. correctly. 2.Delete old CPEM 3.In client file be sure to set path to
CPEM

Review Master and CPEM resource centre in JZPCKEY Control

Review KLIB files Document.
AUDIT PEG Audit Master Move to PEG Checklists. 1.Use copy components to PEG Audit Master Move to PEG Checklists. 1.Use copy components to replace
PEG Audit KLIB 1.Download replace existing JZPCKEYA Control PEG Audit KLIB If you haven’t already existing JZPCKEYA Control Document
-new PEG Audit Master Document in client files with new done so, in client files with new one from PEG
-new PEG Audit KLIB one from PEG Audit Master. 1.Download: Audit Master.
2.Delete old CPEM Audit 2.When new JZPCKEYA Control - new PEG Audit Master 2.When new JZPCKEYA Control
Master and CPEM Audit Document is in client file set path - new PEG Audit KLIB. Document is in client file set path to
KLIB files. to new PEG Audit resource 2.Delete old CPEM Audit new PEG Audit resource center.
center. Master and CPEM Audit 3.Update templates within client files
3.Update templates within client KLIB files as necessary.
files as necessary.
REVIEW CPEM Review Master Move to CPEM Checklists. 1.Delete all existing PPM PEG Review Master Move to PEG Checklists. 1.Delete all existing PPM checklist
(& compilation) CPEM Review KLIB 1.Download checklists from client files. PEG Review KLIB 1.Download: documents from client files.
- CPEM Review Master 2.Use copy components to bring - new PEG Review Master 2.Use copy components to bring new
- CPEM Review KLIB new CPEM review checklists in - new PEG Review KLIB. PEG review checklists in client files.
OPTION 1
2.Delete old PPM Audit client files. 2.Delete old PPM Review 3.In client file be sure to set path to
Master and PPM Audit 3.In client file be sure to set path Master and PPM Review PEG resource centre in JZPCKEY
KLIB files to CPEM resource centre in KLIB files Control Document.
JZPCKEYA Control Document.

REVIEW PPM Review Master No Action – no current No Action – no current revisions PEG Review Master Move to PEG Checklists. 1.Delete all existing PPM checklist
PPM Review KLIB revisions available available PEG Review KLIB 1.Download: documents from client files.
- new PEG Review Master 2.Use copy components to bring new
OPTION 2 - new PEG Review KLIB. PEG review checklists in client files.
PPM

2.Delete old PPM Review 3.In client file be sure to set path to
Master and PPM Review PEG resource centre in JZPCKEY
KLIB files Control Document.
AUDIT PEG Audit Master Move to PEG Checklists 1.Delete all existing PPM PEG Audit Master Move to PEG Checklists. 1.Delete all existing PPM checklist
PEG Audit KLIB 1.Download: checklists from client files. PEG Audit KLIB 1.Download: documents from client files.
- new PEG Audit Master 2.Use copy components to bring - new PEG Audit Master 2.Use copy components to bring new
OPTION 1 - new PEG Audit KLIB new PEG audit checklists in client - new PEG Audit KLIB PEG review checklists in client files.
2.Delete old PPM Audit files. 2.Delete old PPM Audit 3.In client file be sure to set path to
Master and PPM Audit 3.In client file be sure to set path Master and PPM Audit PEG resource centre in JZPCKEYA
KLIB files to PEG resource centre in KLIB files. Control Document.
JZPCKEY Control Document.
AUDIT PPM Audit Master No Action – no current No Action – no current revisions PEG Audit Master Move to PEG Checklists. 1.Delete all existing PPM checklist
PPM Audit KLIB revisions available available PEG Audit KLIB 1.Download: documents from client files.
- new PEG Audit Master 2.Use copy components to bring new
OPTION 2 - new PEG Audit KLIB PEG review checklists in client files.
2.Delete old PPM Audit 3.In client file be sure to set path to
Master and PPM Audit PEG resource centre in JZPCKEYA
KLIB files Control Document.