Differences

This shows you the differences between two versions of the page.

--- cats:procedures:accounting:isolateperiod [2024/02/05 16:22] – amanda
+++ cats:procedures:accounting:isolateperiod [2024/02/05 16:59] – amanda
@@ Line 79: / Line 79: @@
 This will allow you to create multiple independent copies of your isolation data for different purposes.
-====Accessing the Isolated Period====
+====Working in Isolated Periods====
 To work in the isolated area, go to **File** > **New Area**.
-Next, select ''Isolated Period'' from the list.
+[{{:cats:procedures:accounting:isolatedarea_filenewareamenu.png|Select File and New Area to enter the isolated area.}}]
+Next, select ''Isolated Period'' from the list to see the list of periods.
+[{{:cats:procedures:accounting:isolatedarea_pickfromchooser.png|Select Isolated Period to see the list of periods.}}]
 Finally, choose an isolated area to enter. The latest ones will be on the bottom.
+[{{:cats:procedures:accounting:islolatedarea_selectarea.png|Choose a period by name to enter and work in that period.}}]
 <note>You may need to enter your password to enter the isolated area and leave it for the current area.</note>
+While in the area, a message will display in the top right to warn you that you are working in an isolated period and your changes will NOT be saved to the current area.
+[]
+<note important>Changes made in isolated areas only affect that area, not the current area or other isolated periods.</note>
+Click on the warning sticker to move it to a different corner of the screen.
+[]
 To return to the current area, go to **File** > **New Area** and select the main area for your company. You can also simply Exit CATS and log back in and you will be working in the current area.
+===Reindexing the Isolated Area===
+After receiving a CATS update or while working in an older isolated area, you may receive a message that the structure in that area needs updating. This simply means that some files have changed some element of their database - added or deleted a field, changed lengths of fields, etc. We highly recommend reindexing to allow access to all features of CATS in the isolated area.
+This can be done very easily by following the prompts on screen.
+Select **Yes** when prompted by the warning.
+[{{:cats:procedures:accounting:isolatedarea_structurewarning.png|Select Yes when prompted to change the structure.}}]
+Leave the settings exactly as they are, and pick Reindex.
+[{{:cats:procedures:accounting:isolatedarea_reindexchoices.png|Leave the settings and pick Reindex.}}]
+You may be prompted to choose the file location. Leave it as the default area and pick Continue.
+[{{:cats:procedures:accounting:isolatedarea_reindexfilelocation.png|Leave your default file location and pick Continue.}}]
+Select Yes when asked to confirm reindexing all files.
+[{{:cats:procedures:accounting:isolatedarea_reindexstructureallyesno.png|Select yes to confirm and reindex all files.}}]
+A progress report will show on screen. It will close when finished and you will be in the isolated area.
+[{{:cats:procedures:accounting:isolatedarea_reindexingprogress.png|Progress report for reindexing process.}}]
+The isolated area will pop up and you can work as usual. [{{:cats:procedures:accounting:isolatedarea_isolatedareawarningsticker.png|The isolated area will be open now.}}]
+This process only needs to be done when prompted.