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CCH Software User Documentation

Editing a Job

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How to edit a Job
  1. Find the assignment that has the job you want to edit.

  2. On the Client Assignment window, click the job hyperlink you want to edit.

Assignment - edit job from Client's records.PNG

OR

3. On the toolbar option Assignments, search for the assignment, click the job hyperlink you want to edit.

Assignment - edit job from Assignments list.PNG

4. Edit the details as required.

5. Click 'Finish' to save.

Note: Your ability to edit Job details will depend on the permissions assigned to you.

 

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