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CCH Software User Documentation

Assignment Team responsibilities

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When creating a Document workflow, users can  take advantage of the Assignment Team at Assignment Level when applying the Responsibility Type set on Central Tasks.

For example:

Employee Y is set as Assignment Manager at Assignment Level

Employee X is set as Assignment Manager at Client Level

Then the Central Task is assigned to employee Y

 

No employee is set as Assignment Manager at Assignment Level

Employee X is set as Assignment Manager at Client Level

Then the Central Task is assigned to employee X

 

No employee is set as Assignment Manager at Assignment Level

No employee is set as Assignment Manager at Client Level

Then the Central Task is assigned to the workflow owner

 

 

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