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CCH Software User Documentation

Setting up Responsibility for an Assignment Template

Set up Responsibility for an Assignment Template

  1. From the main menu, select Maintenance > Assignment > Assignment Templates.

  2. In the Assignment Template window, from the list of assignments, select the assignment you want to set up responsibility for.

  3. In the lower half of the Assignment Templates window, click the Responsibility tab to set up responsibilities for the assignment.

  4. Select the Assignment Partner and Assignment Manager from the drop down list.

  5. Select the CompanyOfficeDepartment and Centre.

  6. Enter the Recovery Rate.


The Responsibility details entered here for each template are used as the default values in the Add Assignment Wizard. If details are not entered in the wizard, the values will be derived from the client details.