How To
Setting up Assignment Data Security
CCH Practice Management
The Assignment Data Security window lets you specify access to assignments based on the employee's Primary Stationed Record, i.e., you can restrict access to assignments by employees who belong to the same company, office, department or centre.
Set up Assignment Data Security
-
On the main menu, click Maintenance > Security > Assignment Data Security.
-
In the Assignment Data Security window, to restrict access to employees who belong to the same company, select the Company check box.
-
To restrict access to employees who belong to the same office location, select the Office check box.
-
To restrict access to employees who belong to the same department, select the Department check box.
-
To restrict access to employees who belong to the same centre, select the Centre check box.
Note
You can select any number of options. If all the options are selected, only employees belonging to the same company, office, department and centre can access the assignment.
-
Click OK to save the settings and close the window.
Related
Related documents
CCH Practice Management 2026.2: Release Notes
Release Notes for CCH Practice Management 2026.2
CCH Practice Management 2026.3: Release Notes
Release Notes for CCH Practice Management 2026.3
CCH Practice Management: enhanced - billing training online (10133815)
This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
CCH Practice Management: essentials training online (10133814)
This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
Software and database installation (10091331)
This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.