Workspace Handling After Resource Package Update

In this video, we shall walk you through how to handle older version workspace after resource package update.

Resource package includes the IRD Taxonomy Package, templates and error message, etc. used by the IRD iXBRL Data Preparation Tools. After resource package is updated in the Tools, the relevant sections in the workspace will be altered as needed.

Despite that, users are still able to work on the workspace that is previously created before the update in which the inputted or tagged data can be transferred to the updated data file, where applicable.

Now, we will show you how to handle the old workspace after resource package is updated.

Step 1:	(a)	Once the resource package is updated in the Tools and users open workspace using the old version of the resources, a message box will be popped up to notify users which section(s) has / have been changed due to the resource package update.
	(b)	Tick the box “Do not show this message again” if users do not wish to see this notification message again.
	(c)	Click “Close” to exit and return to the workspace interface.
Step 2:	(a)	If the questions in the “Enter Basic Information” section and / or “Enter Additional Information for Tax Computation” section have been changed as a result of a resource package update, click “Edit” under the corresponding sections to proceed.
	(b)	A message box will appear, listing out questions that have been removed after the resource package update. Click “OK” to proceed.
	(c)	Users should review all the questions and re-enter the corresponding questions, if appropriate.
	(d)	Click “Validate” to check the accuracy and completeness of the inputted information.
	(e)	Users may click “View Snapshot” to view the previously inputted data prior to the resource package update.
	(f)	Click “Save” to save the inputted information.
Step 3:	(a)	If there are updated versions, the status of “Update required” will be shown in the corresponding sections of the “Tax Computation” and “Financial Statements”. Click “Update” in the respective sections to proceed.
	(b)	A reminder message will be popped up to notify users which resource(s) has / have been updated which will be reflected to the data file users are preparing. Click “OK” to proceed.
Step 4:	(a)	A message will be shown, indicating that those preferred labels and their corresponding values that have already been inputted / tagged in the data file before the update no longer exist in the latest version.
	(b)	Please note the inputted data or tagged data that cannot be transferred to the updated date file. Users should ensure that all the inputted or tagged data are correct by reviewing all the tagged data and re-tagging the data, if appropriate.
	(c)	Click “Close” to exit.
	(d)	Users may click “View Snapshot” to view the previously inputted or tagged data prior to the resource package update.
	(e)	After the inputted templates or tagged documents are completed, users are reminded to save the data files before proceeding for the generation of finalised package. The status will be changed to “In progress” after users return to workspace interface.
Step 5:	(a)	If the List of Mandatory Items or Validation Rules have been changed as a result of a resource package update, the message will be popped up after clicking “Update” button in “Tax Computation” or “Financial Statements” section.
	(b)	Click “Validate” button on top menu to check which tagging for mandatory items is missing and if Tax Computation and / or Financial Statements data file(s) can pass the latest validation requirements.
	(c)	Users should rectify the errors identified.

We have now come to the end of the video. For further guidance of the Tools, please refer to the User Guide in the link shown.