Roles
Viewing Roles, Employee Categories and Responsibility Types
Viewing Roles
To view the roles for CCH Working Paper Management, navigate to File > Maintenance > Working Papers > Roles
- The colour for each role can be changed by double clicking on the row
Assigning roles to employees
There are 2 ways off assigning working paper roles to practice employees, depending on how you work within your practice.
- Employee categories
- Responsibilities
If you use Responsibility Types on your clients this will take precedence over any settings you may have within Employee Categories
Employee Categories
- In File > Maintenance > Employee > Employee Categories there is a new column for the Working Papers Role
- You can map your practice categories to the working paper roles using the drop down on this column
- This will set the role for that employee category across every client
Responsibility Types
- Responsibility type comes from the team setup within the client record (on the responsibility tab)
- To assign a working papers role to a responsibility type, navigate to File > Maintenance > Internal > Responsibility Types
- Use the drop down menu under Working Papers Role to map your responsibility type
- If you use responsibility type on a particular client, the working paper role here will take precedence over the settings under employee categories