WEBVTT

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Working offline in CCH Tagetik. Today, I’m working on my operating expense plan for the New York 2019 budget for the accounting cost centre. Now, I've logged into the Excel

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front-end for CCH Tagetik to access my full CCH Tagetik capabilities. But, make no mistake, this is a very controlled experience. For example, I can only make changes 

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to the cells in yellow. My formulas will automatically update. If I attempt to make changes to any of these non-yellow cells, even the formulas, they're automatically blocked.

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I can save these changes, and they will load to the CCH Tagetik database. But now I have an issue: I need to catch a plane, or I need to go to a location with poor internet. How does CCH Tagetik help me work offline?

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It couldn't be any more easy or intuitive. Simply select ‘work offline’ and save a copy of this form to your local drive.

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Then, I can go ahead and log out of the CCH Tagetik system. Later on, when I'm on the plane, I can go ahead and open up that form. Automatically, CCH Tagetik knows it's an offline session.

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Now, those controls still exist. Just as you saw before, as I copy or change these values,

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the formula automatically updates. But, if I attempt to change any of the values that aren't yellow, they're protected, and I'm blocked. 

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I do have, for example, limited spreading capabilities and the ability to lock an area. Once I'm finished with this, I can simply save the form back to my local drive.

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Later on, I can upload the changes. Now, something to keep in mind. If someone were to attempt to go back into operating expenses, in this case on the web front-end, and attempt

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to update the New York 2019 budget for accounting, the system will actually give them a blocking error — it will even tell them who's blocking them — until I return from my offline session.

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Ending the offline session couldn't be easier. Once I log back onto the network, all I need to do is open up that form one more time.

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Automatically, CCH Tagetik asks you, “do you wish to end your offline session?” Then, it automatically asks, “Do you want to save your modifications?”

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Now, the modifications have been saved, and the offline session has ended. As a final step, once it's been updated, when I go to close the form,

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it will ask if I wish to return to offline mode. As you can see, working offline in CCH Tagetik is not only intelligent but intuitive.