CCH Workflow: Catalogue template implementation consultancy

Overview

A set of standard workflow templates has been published in the online “Workflow Catalogue”. Please click here for more information.

In this single online session, the consultant will remotely access to your CCH Central system, and implement one of these workflow templates, configuring your system to suit your practice’s requirements. This may also involve changing configuration around other parts of Central, e.g. Extra Fields, Assignments, Jobs, Configuration keys and Homepages.

The session will conclude with a short demonstration of how the workflow is added and used, and how the practice can report on the data.

Course Duration: The session will last up to 3 hours.

Key objectives

At the end of this session, you will have:

A workflow from the catalogue set up and running
All you need to know to roll this workflow out to the practice

Session Contents

Implementation

The consultant and staff member will setup the remote session, and confirm what is required Configuration (by the consultant)
Create/enable the workflow
Modify task responsibilities to suit the practice
Create or modify any Extra Fields as required
Create or modify any Assignments and jobs as required
Set up associations between workflows and assignments, document templates or tax returns as required
Set up appropriate security for CCH Central Workflow

Demonstration

Configure your system to display and report on workflows using the appropriate tools

Prerequisites

The practice will need to choose which workflow from the catalogue is to be implemented.

Who is this course designed for?

While the majority of the work on the system will be carried out by the consultant, a senior member of staff should be available to help initiate the session, to advise on current use of other elements of CCH Central (eg Extra Fields), and to participate in the final demonstration of the workflow.

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from