Using the News Screen
The News screen provides the latest editions of several subscription-based news services in the areas of tax, accounting, and finance. Most of the news services provide access to earlier editions and e-mail delivery options.
1. Headlines, summaries, or opening paragraphs are generally provided for each news article. In some newsletters, the headline is a link to the full article. In others, a “document” symbol at the end of the paragraph links you to the full article.
2. Select from news services included in your Checkpoint subscription. Titles include News & Insight, RIA Daily Updates, Accounting & Compliance Alert, PPC’s Daily Update, BNA Daily Tax Report, BNA Int’l Tax Monitor, IBFD Tax News Service, Towers Watson, EBIA Weekly, and Sabrix VAT News. Click a date on the Date drop-down list, if available, to access earlier editions.
3. Document tools let you print, export, e-mail, and manage the news content.
4. Advance to a section of the newsletter by selecting the section title from the Outline on the left navigation bar.
5. Click Set Display/E-mail Preferences and arrange to receive any of your subscribed newsletters by e-mail. Options include receiving a Daily Update version or a Complete Newsletter version offered on a less frequent schedule. This option is not available for all newsletters.
Using the Table of Contents Screen
Checkpoint’s Table of Contents screen, accessed from Checkpoint’s menu bar, provides access to all of the sources available to you through your subscription. Content is organized hierarchically into broad practice area categories. You can drill down through levels of content to find individual documents.
1. Click the “+” symbol next to a title to view its contents, or click the title name to display a Table of Contents screen listing the title and its contents.
2. Click the number of the Table of Contents level you want to view. Level 1 displays only the high-level Table of Contents source titles. Level 2 expands sources to the next content level. Level 3 expands sources even further.
3. To perform a keyword search enter search terms, select the sources to search, and then click Search. You can perform a keyword search in two ways: A Terms & Connectors search lets you provide one or more keyword terms, and an Intuitive Search identifies sentences, connectors, or citations, and interprets your query accordingly. Use the Thesaurus/Query Tool for advanced search features.
4. The Jump To options provide navigation to content and tools, including Titles, which lets you create a custom set of links to topical sections of the Table of Contents, and Form/Line Finder, which lets you search tax form guidance by entering a tax year, form number, and line number.
5. Print documents from the Table of Contents by clicking the print icon next to a document in the list. To print multiple documents, hold down the CTRL key on your keyboard and click on the Print icon next to the documents you want to print.
Using the Document Screen
The Document screen provides the format for viewing and managing Checkpoint documents, with various tools and features for navigating, saving, printing, sharing, exporting, adding notes, and flagging the content. You can also highlight document text and save the highlighted text as a note.
1. Within a document, you can use the Context Panel on the right to take advantage of additional navigation and features. The available tabs listed in the Context Panel will depend on the document displayed and how you arrived at that document (by Keyword or Table of Contents).
2. Document tools include Print, Export, E-mail, Save, Open in New Window, Selected Text Option, Show Permalinks, Full Screen, Document Display Options, Flag this document, and Add Note.
3. Use the Navigate by field and arrow buttons to advance to the next Best result or Document found by your search, the next document listed in the Table of Contents, or the next occurrence of a Keyword.
4. Keyword occurrences appear with yellow highlighting throughout the open document.
5. Use the top line and side line link buttons that appear across the top of a document or embedded within the document to link to related documents in the Links section of the Context Panel.
Using the Search Screen
The Search screen provides a launch point from which to perform keyword searches on selected sources in several practice areas. Use the left navigation bar to access customized search templates and tools based on the practice area.
1. Select a practice area to use sources and search tools specific to an area of research. Practice areas include Federal, State & Local, Estate Planning, Pension & Benefits, International, International Trade, Payroll, and Accting, Audit & Corp Finance.
2. To perform a keyword search enter search terms, select the sources to search, and then click Search. You can perform a keyword search in two ways: A Terms & Connectors search lets you provide one or more keyword terms, and an Intuitive Search identifies sentences, connectors, or citations, and interprets your query accordingly. The search AutoComplete feature will suggest keywords as you type in the field.
3. Open Checkpoint’s Thesaurus/Query Tool to enhance your keywords with such features as a spell checker, a thesaurus of alternative terms, a list of connector symbols, and previously used keyword combinations.
4. Select a search template to perform a search by filling in requested information. For example, use Find by Citation to request a code section from an official documentation source.
Using the Home Screen
Checkpoint’s Home screen provides quick links to Checkpoint tools and documents, access to current news of interest to Checkpoint subscribers, updates related to Checkpoint features and content, and easy access to training and support. You can change the content and customize the features as needed.
1. Choose from several Home screen views that organize content by practice area. Each view’s layout and content can be modified to match your preferences. Create your own view consisting of selected content panes.
2. My Quick Links provides quick access to frequently used areas of Checkpoint. You can tailor My Quick Links to your specific needs by modifying the list to reflect your areas of interest and frequent use.
3. The Assistance – Self-service, Support and Product Training links make it easy to access instructor-led and self-study product training, user guides and other reference materials, support and training news, support contact information and Checkpoint user options.
4. Keep up-to-date with news and product developments. Consult Today’s Headlines for links to current news. Review New in My Subscription to learn about new features and enhancements specific to your version of Checkpoint.
5. Use Home screen features to display the results of Scheduled Searches, ongoing citation tracking (Track It) and proposed legislation being followed (Follow It).
6. Enter your keyword in the Quick Search box and click Search to perform a keyword search. You can perform a keyword search in two ways: A Terms & Connectors search lets you provide one or more keyword terms, and an Intuitive Search identifies sentences, connectors, or citations, and interprets your query accordingly. You can also perform a Quick Search on a predefined source set you create by selecting from the Choose Source Set drop-down list.
Logging In To Checkpoint
The first time you use Checkpoint, you must go to ria.thomson.com/cploginids from any computer on the Widener network and register for a password. Once you have a password, you can use Checkpoint from anywhere by using this URL: riacheckpoint.com
1. Launch your browser and enter the Checkpoint address in the browser location bar:
The Checkpoint Login screen appears.
Note: Bookmark this page or add it to your Favorites so you will not have to retype the URL every time you want to access Checkpoint.
2. Enter your User Name and Password, and then click Login.
The Checkpoint screen that appears depends on the Login and Search Practice Area settings in the General Settings Options.
Note: You can use your user name and password to open only one Checkpoint session at a time. Select the Save Name/Password check box to save your login information. You will not be prompted to enter your User Name and Password on future Checkpoint sessions.
Ending a Session Remotely:
Checkpoint does not permit multiple logins with the same User ID. If you are logged into Checkpoint on another machine or browser and attempt to login, Checkpoint will provide an option for you to close the original session and continue the login process.