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CCH Software User Documentation

Setting up Responsability Types

This function sets up the employees' responsibilities or job roles for completing work in the practice. The responsibility type is used when assigning employees to their Assignment Team. The system comes with a number of default responsibilities and levels. Any of these can be amended or new ones added to suit the practice. The description Team Member has the Allow Multiple check box selected. This is the default to allow you to select more than one team member for a team.

Set up Responsability Type

  1. On the main menu click File > Maintenance > Internal > Responsibility Type.

  2. In the Responsibility Types window, in the blank row at the top of the table, enter the Description of the responsibility or role. To modify an existing description, edit the text.

  3. Enter the Level of seniority that the role would have within the organisation .
    To modify an existing Level, edit the text.

  4. Select the Allow Multiple check box if you want multiple instances of the responsibility type to be available for selection when you add employees to an Assignment Team. The Allow Multiple check box is selected by default for the Team Member type.
    To restrict the responsibility to a single employee, clear this check box.

  5. Working Papers Role column: is used to setup CCH Working Papers Management module, if the practice has the licence. Please refer to its manual for more information which can be found on knowledge base, article 6809: https://wkuktaa.secure.force.com/kno...mentation/6809

  6. To set up additional responsibilities, repeat steps 2 to 4.

  7. When you have finished, click Buttom OK.PNGto save the changes and close the window.

Central - Maintenance - Internal - Responsability Types.PNG

 

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