How To
Attaching workflows
CCH Workflow
All workflows can be set to start automatically; the manual method of starting a workflow shown below may not be necessary.
A workflow will always be attached to something in Central. What this is, depends on the type of the workflow:
- Client/Contact workflows attached to a client or contact, and are started from the "Workflow" tab of the client or contact. Click the "Start" button on the ribbon bar. More info
- Assignment Jobs workflows attach to a job and are started from the "Assignment" tab of the client. Right click on the job and select "Start Workflow". More info
- Document workflows attach to a specific document. They can be started from the "Add" or "Create" document screens.
- Personal Tax workflows attach to a tax return. They can be started from the tax return summary screen by clicking on the "Start" button on the ribbon bar.
- Corporation Tax workflows attach to a tax return. They can be started from the tax return screen by clicking on the "Start" button on the ribbon bar.
- Accounts Production workflows attach to a set of accounts. They can be started from the set of accounts by clicking on the "Start" button on the ribbon bar.
- Practice Management workflows attach to a bill, once it has been posted. These workflows will be started automatically.
Related documents
CCH Workflow 2025.3: Release Notes
The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
VAT Workflow : Quick Start Guide
This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
Progressing the tasks
This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
Progressing workflows
This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
Introduction to the Workflow homepage control
The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.