startCCH Workflow: Catalogue template implementation consultancy (10091310)
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CCH Workflow: Catalogue template implementation consultancy (10091310)

CCH Workflow
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ConsultancyCourse OutlinesSetupWorkflow Catalogue

    Overview

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

    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
    • Together, they will then:
      • 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

    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.