This 17-page document describes a file tracking system developed by ShitalInfotech. It includes descriptions of the system's login page, dashboard, master pages for users, customers, locations, boxes and files. It also details pages for barcode printing, history tracking, searching, and generating reports. The final page encourages contacting ShitalInfotech for any additional information.
INTRODUCTION TO CaseWare IDEAProvided by Audimation Services, .docxnormanibarber20063
INTRODUCTION TO CaseWare IDEA
Provided by Audimation Services, Inc. & the IDEA Academic Partnership Program
1
What Is IDEA?
CaseWare IDEA is a CAAT(Computer Assisted Audit Tool) designed by auditors for auditors (and other data analysts). IDEA allows auditors to analyze 100% of the data, as opposed to the traditional 10%. IDEA is a user-friendly tool that makes data mining and data analysis easy and efficient.
History of IDEA
IDEA is a data analysis tool that was originally created in Canada by the Canadian Institute of Chartered Accountants (CICA) in 1987 and is now developed by CaseWare IDEA. IDEA is available in 16 languages and distributed in over 90 countries. Originally created by auditors for auditors, IDEA is user-friendly with an intuitive user interface. IDEA has been distributed in the U.S. by Audimation Services, Inc since 1992 and is located in Houston, Texas.
3
Who Uses IDEA?
Big 4
More than 80% of Top 100 CPA Firms in U.S.
Fortune 500 Companies
Government Agencies - Federal, State & Local (including universities)
More than 150,000 Companies Globally
The IDEA Process
Let’s Get Started!
Stages of Using IDEA
Consider Audit Objectives
Determine How IDEA is Appropriate for the Audit
Specify the Data Required
Arrange Download of the Data
Utilize IDEA
Review and Housekeeping
Create a Project Folder
IDEA facilitates organization of your work through Managed Projects.
Before doing so, be sure to copy the data files from CD (or network) into the Source Files folder in the Library for this project.
Example –
The following data files have been provided with our Version Nine Workbook:
ACCPAY2012.TXT – Accounts Payable History File
SUPPLIER.XLS – Authorized Suppliers Excel worksheet
Copy and paste, or drag and drop into the Source Files folder for importing efficiency.
Create a Project Folder (cont.)
After starting IDEA, you are able to create your project with the following procedure:
On the Home tab, in the Projects group, click Create.
When the Create Project dialog box appears, type the name of your project (for this instance: Accounts Payables) in the Managed project section next to Project name and click OK.
The newly created project will remain active until the Project Folder is changed.
Importing the Data Files
To import the files for testing, access the Import Assistant by clicking Desktop button in the Import section of the menu ribbon.
Once loaded, the Import Assistant guides you through the process of importing the data.
For efficiency, add the needed data files to the Source Files folder in the Library prior to importing. To achieve this, right-click on the Source Fields.
Text Example –
To import ACCPAY2012.TXT (an ASCII Delimited file), select Text and click Browse button to navigate to and select the file from the Project Folder.
Click Open on the Select File dialog box.
Click Next.
Once the data file has been selected, the Import Assistant wi.
Analytics with Power BI and R - A Hands on session. See how you can transform your existing Business Intelligence platform to really a data insights platform fueled by R and driven by machine learning.
Nowadays, organizations are looking to transform their data processing efforts into analytics and reports, which gives real-time insights into their business using machine learning and R recently. Microsoft power BI as a self-service BI tool, which defines an approach for enabling self-service analytics helps people to easily extract data from different sources, apply data transformation for visualizing data in an appropriate way. R become a language for data analysis and machine learning. Recently, Microsoft enabled users to use R codes and visuals inside the Power BI.
Want to know how you can integrate all your enterprise data together in one place? Then join us on.
Mixpanel is the most advanced analytics platform for mobile & web. Instead of measuring pageviews, it helps you analyze the actions people take in your application. An action can be anything - someone uploading a picture, playing a video, or sharing a post, for example
How to Download IDEA for Windows Based ComputersSelect the dow.docxwellesleyterresa
How to Download IDEA for Windows Based Computers
Select the download that matches your operating system. Be careful to select the correct version of the download. For example if you are using Windows 10 select as shown:
Click on the link to start the download
Click on Direct Download
Be patient this runs rather slowly but you can see the time left as it runs
Once it is complete you will see a Zip file icon
Click on the file and it will ask you to extract the files, it is a little slow please be patient (if you missed clicking on that file you will need to find the file in your downloads)
Click extract and it will run
Once it is complete, close out of this and go into your download folder and find the set up file
Click on the set up file and a key code will be preset for you so click OK
It may ask you to allow the program to be installed click yes, it may also tell you that other items need to be installed, allow these also. Then click install
This may take several minutes and run several screens similar to those below (depending on your operating system). Click Next, Ok or Install then Finish. Keep in mind your screens may vary a little depending on your computer.
Be sure to say Yes o accept the license terms
If you are having trouble with the install at this point, try this link but note the limitations.
As a secondary download that doesn’t require extracting, here is the standard demo version for 1000 records (compatible with the IDEA workbook and the IDEA tutorial)
https://support.casewareanalytics.com/public/downloadidea/
This is the easiest version to install. It does not include the workbook or workbook data files though.
INTRODUCTION TO CaseWare IDEA
Provided by Audimation Services, Inc. & the IDEA Academic Partnership Program
1
What Is IDEA?
CaseWare IDEA is a CAAT(Computer Assisted Audit Tool) designed by auditors for auditors (and other data analysts). IDEA allows auditors to analyze 100% of the data, as opposed to the traditional 10%. IDEA is a user-friendly tool that makes data mining and data analysis easy and efficient.
History of IDEA
IDEA is a data analysis tool that was originally created in Canada by the Canadian Institute of Chartered Accountants (CICA) in 1987 and is now developed by CaseWare IDEA. IDEA is available in 16 languages and distributed in over 90 countries. Originally created by auditors for auditors, IDEA is user-friendly with an intuitive user interface. IDEA has been distributed in the U.S. by Audimation Services, Inc since 1992 and is located in Houston, Texas.
3
Who Uses IDEA?
Big 4
More than 80% of Top 100 CPA Firms in U.S.
Fortune 500 Companies
Government Agencies - Federal, State & Local (including universities)
More than 150,000 Companies Globally
The IDEA Process
Let’s Get Started!
Stages of Using IDEA
Consider Audit Objectives
Determine How IDEA is Appropriate for the Audit
Specify the Data Required
Arrange Download of the Dat ...
INTRODUCTION TO CaseWare IDEAProvided by Audimation Services, .docxnormanibarber20063
INTRODUCTION TO CaseWare IDEA
Provided by Audimation Services, Inc. & the IDEA Academic Partnership Program
1
What Is IDEA?
CaseWare IDEA is a CAAT(Computer Assisted Audit Tool) designed by auditors for auditors (and other data analysts). IDEA allows auditors to analyze 100% of the data, as opposed to the traditional 10%. IDEA is a user-friendly tool that makes data mining and data analysis easy and efficient.
History of IDEA
IDEA is a data analysis tool that was originally created in Canada by the Canadian Institute of Chartered Accountants (CICA) in 1987 and is now developed by CaseWare IDEA. IDEA is available in 16 languages and distributed in over 90 countries. Originally created by auditors for auditors, IDEA is user-friendly with an intuitive user interface. IDEA has been distributed in the U.S. by Audimation Services, Inc since 1992 and is located in Houston, Texas.
3
Who Uses IDEA?
Big 4
More than 80% of Top 100 CPA Firms in U.S.
Fortune 500 Companies
Government Agencies - Federal, State & Local (including universities)
More than 150,000 Companies Globally
The IDEA Process
Let’s Get Started!
Stages of Using IDEA
Consider Audit Objectives
Determine How IDEA is Appropriate for the Audit
Specify the Data Required
Arrange Download of the Data
Utilize IDEA
Review and Housekeeping
Create a Project Folder
IDEA facilitates organization of your work through Managed Projects.
Before doing so, be sure to copy the data files from CD (or network) into the Source Files folder in the Library for this project.
Example –
The following data files have been provided with our Version Nine Workbook:
ACCPAY2012.TXT – Accounts Payable History File
SUPPLIER.XLS – Authorized Suppliers Excel worksheet
Copy and paste, or drag and drop into the Source Files folder for importing efficiency.
Create a Project Folder (cont.)
After starting IDEA, you are able to create your project with the following procedure:
On the Home tab, in the Projects group, click Create.
When the Create Project dialog box appears, type the name of your project (for this instance: Accounts Payables) in the Managed project section next to Project name and click OK.
The newly created project will remain active until the Project Folder is changed.
Importing the Data Files
To import the files for testing, access the Import Assistant by clicking Desktop button in the Import section of the menu ribbon.
Once loaded, the Import Assistant guides you through the process of importing the data.
For efficiency, add the needed data files to the Source Files folder in the Library prior to importing. To achieve this, right-click on the Source Fields.
Text Example –
To import ACCPAY2012.TXT (an ASCII Delimited file), select Text and click Browse button to navigate to and select the file from the Project Folder.
Click Open on the Select File dialog box.
Click Next.
Once the data file has been selected, the Import Assistant wi.
Analytics with Power BI and R - A Hands on session. See how you can transform your existing Business Intelligence platform to really a data insights platform fueled by R and driven by machine learning.
Nowadays, organizations are looking to transform their data processing efforts into analytics and reports, which gives real-time insights into their business using machine learning and R recently. Microsoft power BI as a self-service BI tool, which defines an approach for enabling self-service analytics helps people to easily extract data from different sources, apply data transformation for visualizing data in an appropriate way. R become a language for data analysis and machine learning. Recently, Microsoft enabled users to use R codes and visuals inside the Power BI.
Want to know how you can integrate all your enterprise data together in one place? Then join us on.
Mixpanel is the most advanced analytics platform for mobile & web. Instead of measuring pageviews, it helps you analyze the actions people take in your application. An action can be anything - someone uploading a picture, playing a video, or sharing a post, for example
How to Download IDEA for Windows Based ComputersSelect the dow.docxwellesleyterresa
How to Download IDEA for Windows Based Computers
Select the download that matches your operating system. Be careful to select the correct version of the download. For example if you are using Windows 10 select as shown:
Click on the link to start the download
Click on Direct Download
Be patient this runs rather slowly but you can see the time left as it runs
Once it is complete you will see a Zip file icon
Click on the file and it will ask you to extract the files, it is a little slow please be patient (if you missed clicking on that file you will need to find the file in your downloads)
Click extract and it will run
Once it is complete, close out of this and go into your download folder and find the set up file
Click on the set up file and a key code will be preset for you so click OK
It may ask you to allow the program to be installed click yes, it may also tell you that other items need to be installed, allow these also. Then click install
This may take several minutes and run several screens similar to those below (depending on your operating system). Click Next, Ok or Install then Finish. Keep in mind your screens may vary a little depending on your computer.
Be sure to say Yes o accept the license terms
If you are having trouble with the install at this point, try this link but note the limitations.
As a secondary download that doesn’t require extracting, here is the standard demo version for 1000 records (compatible with the IDEA workbook and the IDEA tutorial)
https://support.casewareanalytics.com/public/downloadidea/
This is the easiest version to install. It does not include the workbook or workbook data files though.
INTRODUCTION TO CaseWare IDEA
Provided by Audimation Services, Inc. & the IDEA Academic Partnership Program
1
What Is IDEA?
CaseWare IDEA is a CAAT(Computer Assisted Audit Tool) designed by auditors for auditors (and other data analysts). IDEA allows auditors to analyze 100% of the data, as opposed to the traditional 10%. IDEA is a user-friendly tool that makes data mining and data analysis easy and efficient.
History of IDEA
IDEA is a data analysis tool that was originally created in Canada by the Canadian Institute of Chartered Accountants (CICA) in 1987 and is now developed by CaseWare IDEA. IDEA is available in 16 languages and distributed in over 90 countries. Originally created by auditors for auditors, IDEA is user-friendly with an intuitive user interface. IDEA has been distributed in the U.S. by Audimation Services, Inc since 1992 and is located in Houston, Texas.
3
Who Uses IDEA?
Big 4
More than 80% of Top 100 CPA Firms in U.S.
Fortune 500 Companies
Government Agencies - Federal, State & Local (including universities)
More than 150,000 Companies Globally
The IDEA Process
Let’s Get Started!
Stages of Using IDEA
Consider Audit Objectives
Determine How IDEA is Appropriate for the Audit
Specify the Data Required
Arrange Download of the Dat ...
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File tracking software user manual by shital infotech
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S h i t a l i n f o t e c h . c o m
File Tracking System Developed By ShitalInfotech 2017
S h i t a l i n f o t e c h . c o m Page 1
File
Tracking
System
Software
User
Document
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File Tracking System Developed By ShitalInfotech 2017
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Reno Detail Page No
1 Login Page 3
2 Dashboard Page 4
3 User Registration Page 5
4 Customer Master Page 6
5 Location Master Page 7
6 Box Master Page 8
7 File Master Page 9
8 Sub Location Master Page 10
9 Barcode Label Print Page 11
10 Reprint Barcode 12
11 Add History Page 13
12 File Search Page 14
13 History Report 15
14 Customer Report 16
15 About Developed By Company 17
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File Tracking System Developed By ShitalInfotech 2017
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Login Page
This Is Your Login Page.
Function Detail
User Name Enter Your User Name.
Password Enter Your Password.
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File Tracking System Developed By ShitalInfotech 2017
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Dashboard page
This is Home Page.
Function Detail
Master Its Show All Your Master From.
Barcode Print Barcode Print is used For Print Barcode.
History History Is Used For To Add History And Search the File.
Report Report is used for you can see the Report, (Monthly, date wise etc.)
Data Backup Backup your Data.
Logout Logout The System.
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User Registration Page
This page is use for user have New Registration to the Application and show the
Registration Detail.
Function Detail
User name Enter User Name.
Password Enter Your Password.
Mobile No Enter Your Mobile / Phone Number.
Role Select the Role (User/Admin).
Name Enter Your Name /Shop Name.
Address Enter Your Shop Address.
Insert If you Checkmark The Insert. It Will Permission Only Insert Data.
Update If you Checkmark The Update. It Will Permission Only Update Data.
Delete If you Checkmark The Delete. It Will Permission Only Delete Data.
Add User If you Checkmark The Add User. It Will Permission Only Add User.
Barcode Print If you Checkmark The Barcode Print. It Will Permission Only Print
Barcode.
Barcode Reprint If you Checkmark The Reprint. It Will Permission Only Reprint
Barcode.
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Customer Master Page
This page is uses for user have Add New Customer.
Function Detail
Customer Name Enter The Customer Name.
Mobile No Enter the Mobile No.
ID Proof Enter the ID Proof.
Pin Code Enter The Pin Code.
Address Enter The Address.
Email Enter the Email.
Browse Select the Image.
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Location Master Page
This page is use for user have Add New Location.
Function Detail
Location Name Enter the Location Name.
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Box Master Page
This page is use for User Have Add Box Name.
Function Detail
Box Name Enter The Box name.
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File Master Page
This page is use for User Have Add File Number.
Function Detail
File Number Enter the File Number.
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Sub Location Master Page
This page is used for User Have Add Sub Location.
Function Detail
Location Select the Location.
Sub Location Enter the Sub Location Name.
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Barcode Label Print Page
This page is used Foe User Have Print the Barcode.
Function Detail
Box Name From Select the Box Name From(Ex:B11)
Box Name To Select the Box Name To(Ex:B21)
File Number From Select the File Number From(Ex:f11)
File Number To Select the File Number From(Ex:f11)
Print Barcode Print the Selected Barcode.
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Reprint Barcode Page
This page is used Foe User Have Reprint the Barcode.
Function Detail
Box Name From Select the Box Name From(Ex:B11)
Box Name To Select the Box Name To(Ex:B21)
File Number From Select the File Number From(Ex:f11)
File Number To Select the File Number From(Ex:f11)
Print Barcode Print the Selected Barcode.
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Add History
This Page is used for User Have Add History.
Function Detail
Location Select the Location.
Box Name Select the Box Name.
File Number Select the File Number.
Sub Location Select the Sub Location.
Box Barcode Select the Box Barcode.
File Barcode Select the File Barcode.
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File Tracking System Developed By ShitalInfotech 2017
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File Search
This page is use for user have Search the Box and File.
Function Detail
Box Name Enter the Box Name.it will Show all Detail Of Box.
File Number Enter the File Number.it will Show All detail of File.
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File Tracking System Developed By ShitalInfotech 2017
S h i t a l i n f o t e c h . c o m Page 15
History Report
This page is use for user have Seen the all report (date wise, Location Wise, Box Wise,
File Number Wise).
Function Detail
Location Select the Location.
Box Name Select the Box Name.
File Number Select the File Number.
From Date Select From Date.(ex-01/09/2017)
To Date Select To Date. .(ex-31/09/2017)
All Show Data Click on All Show Data Button Show all Report.
Location Show Location Wise Report.
Box Show Box Wise Report.
File Show File Wise Report.
Date Wise Show the Date Wise Report.
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Customer Report
This page is use for user have Seen the all report (date wise, Customer Wise).
Function Detail
Customer Select The Customer Name.
From Date Select From Date.(ex-01/09/2017)
To Date Select To Date. .(ex-31/09/2017)
All Show Data Click on All Show Data Button Show All Report.
Customer Click on Customer Button Show Customer Wise Report.
Export To Excel Click on Export To Excel Button Data Will be Export To Excel Sheet.
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File Tracking System Developed By ShitalInfotech 2017
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Data Backup
This Page is used for Backup Your Data.
Data Backup When You Click on Data Backup option It Will Automatically Backup Your
Data in Selected Folder
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Thank you
For Viewing This
Document
Please Contact us
Info@shitalinfotech.com
www.shitalinfotech.com