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CCH Software User Documentation

Responsibility Types

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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 box checked. This is the default to allow you to select more than one team member at one time when you add an employee to an Assignment Team.

Set up Responsibility Types

  1. On the main menu, click 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 shown.

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

  4. Select the Allow Multiple checkbox 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 the default for the Team Member type.
    To keep the responsibility to a single employee, leave the checkbox clear.

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

  6. When you have finished, click OK to save the changes and close the window.

Deleting a Responsibility Type 

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

  2. In the Responsibility Types window, select the row of the responsibility type you want to delete.

Note: you cannot delete a responsibility type that is being used by the system. If you try to delete a type that is associated with clients, suppliers or employees, an error message is displayed.

  1. Press the [Delete] key and then click Yes when prompted to confirm the delete action.
    The row is deleted.

  2. Click OK to save the changes and close the window.