CCH Workflow: Catalogue template training

Overview

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

During our two online or onsite sessions, the consultant will guide you through implementing one of these workflow templates, configuring your system to suit your practice’s requirements. This may also involve changing configuration around other parts of CCH Central, e.g. Extra Fields, Assignments, Jobs, Configuration keys and Homepages.

The intention of this course is not only to implement the selected workflow, but also put you in a position to be able to add further "Catalogue" workflows unaided.

Course Duration: This course can be carried out either at your premises, or online as two sessions. Each 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
The knowledge of how this work was carried out with a view to implementing further workflows in future

Course Contents

Initiation

Prior to the course, the consultant will contact the staff member, and confirm what is required

Configuration

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

Attendees should adhere to the Training session Guidelines.

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

Who is this course designed for?

Practice managers

IT specialists

Other senior staff members, who have superuser rights in CCH Central.

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