r17.09 release notes release summary checkpoint product training

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V1 28/08/17. CUSTOMER HELPDESK ... These are free of charge and presented by our expert Training Team: Register for an A
Checkpoint ANZ

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R17.09 RELEASE NOTES

V1 28/08/17

The Checkpoint ANZ Team is pleased to announce new features and enhancements based on your feedback. The following enhancements are scheduled for Wednesday, 6th September. This document provides information about these features.

RELEASE SUMMARY A summary of the key features is included below, followed by detailed information in the Release Features Details section. FEATURE

SUMMARY

Home page Search

On the Home page, the Search bar is now easily visible and located at the top of the screen. More

Preview document search results

A new document Preview option has been introduced enabling you to view a document from the Results screen. This is available for Commentary and Legislation results only. More details...

details...

These are product specific enhancements and may be applicable to Checkpoint Australia subscribers only. ITAA 97 Legislation Commentary Table Link

A Commentary Table link has been added to substantive legislative provisions in the Income Tax Assessment Act 1997 to make it quicker to find related Commentary. More details...

Sort Private Rulings by Date

Ability to sort rulings results by Issue Date, when using the Private Binding Ruling search. More

Tax Changes Watchlist

For subscribers to Tax List Central, this product has now been renamed to Tax Changes Watchlist.

details...

CHECKPOINT PRODUCT TRAINING To ensure your customers are get thing the most from the available features and functionality on Checkpoint, online training webinars are available. These are free of charge and presented by our expert Training Team: Register for an Australia Session | Register for a New Zealand Session Post release, as Checkpoint is constantly evolving to meet customer requirements, we will be running webinars to demonstrate the new features that have been implemented this year.

CUSTOMER HELPDESK

[email protected] Australia: 1 800 074 333 Hours: Mon-Fri, 8:15am-5:15pm (All states)

|

New Zealand: 0 800 785 483 Hours: Mon-Fri, 9:00am-5:30pm

Checkpoint ANZ

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R17.09 RELEASE NOTES

V1 28/08/17

RELEASE FEATURE DETAILS Home page Search The Search bar on the Checkpoint Home page is now easier to locate as it is now fixed and clearly positioned at the top of the page. This will apply for all users after the release.

How does the Home Search differ from Research? Home Search The Home screen is your Checkpoint dashboard and includes the ability to run a quick search of all your products, as well as portlets to other resources in Checkpoint. - Search results are easier to find as they are grouped in mini results boxes according to content type, such as Commentary, Legislation, Cases, Rulings, Journals, News and Tools - A more inclusive search, as all your products such as Research and Tools are searched, enabling you to drill down into a content type or subject area

Example of the Home Search Results Layout

CUSTOMER HELPDESK

Research Search The Research screen is designed for the purpose of searching and offers more options when searching and/or browsing your product library. - Save time by defining a more targeted search up front by utilising a content specific Search Template, or by selecting specific products to search - Choose between the Natural Language search (enter your search as a question or phrase) or the Terms & Connectors search searches for the specific terms entered - Results are presented as a list with more detailed information about the document displayed. Example of the Research Results List

[email protected] Australia: 1 800 074 333 Hours: Mon-Fri, 8:15am-5:15pm (All states)

|

New Zealand: 0 800 785 483 Hours: Mon-Fri, 9:00am-5:30pm

Checkpoint ANZ

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R17.09 RELEASE NOTES

V1 28/08/17

Preview document search results A new document Preview option has been introduced enabling you to view an extract of the document from the Results screen prior to opening the full document. This is available for Commentary and Legislation results only. On the results list, a ‘Preview’ button can be found at the end of the document name. Select this to view an extract of the document in a separate pop up window. Click on the ‘X’ button in the right hand corner or ‘Esc’ key to exit. To open the full document, click on the ‘Load document in full screen’ link at the top of the page.

ITAA Legislation and Commentary Table Link A Commentary Table link has been added to substantive legislative provisions in the Income Tax Assessment Act 1997 to make it quicker to find the related Commentary (for Commentary subscribers only). This is particularly useful for users who are familiar with an annotated style, as the Commentary Table links you to a Section Finding list where you can quickly find the substantive provisions which are primarily dealt with in the Commentary. The ‘Table of Related Commentary for this Provision’ link can be seen in: 1. Legislation - Located at the top of the legislation document under the Table of Amending Legislation link. When you select the related commentary link, you will be directed to the related Section Finding List.

CUSTOMER HELPDESK

[email protected] Australia: 1 800 074 333 Hours: Mon-Fri, 8:15am-5:15pm (All states)

|

New Zealand: 0 800 785 483 Hours: Mon-Fri, 9:00am-5:30pm

Checkpoint ANZ

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R17.09 RELEASE NOTES

V1 28/08/17

2. Commentary – Located at the top of the commentary document. When you select the related commentary link, you will be directed to the related Section Finding List.

Example of a Section Finding List Document

Sort Private Rulings by Date Two new date sort options have been added, where you now have the ability to sort rulings results by Issue Date, when using the Private Binding Ruling search template.

New option to sort by Date

CUSTOMER HELPDESK

[email protected] Australia: 1 800 074 333 Hours: Mon-Fri, 8:15am-5:15pm (All states)

|

New Zealand: 0 800 785 483 Hours: Mon-Fri, 9:00am-5:30pm