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CCH Software User Documentation

CCH Workflow: Catalogue template training




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


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


  • 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


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


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



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