The following are some standard errors that practices may encounter when using CCH Workflow. CCH recommends that the system administrator monitors errors by adding all the following homepage controls to their homepage view.

Workflow Service Trace

The workflow service trace allows the administrator to view events that have occurred during the running of workflows.

Workflow Monitor

The workflow monitor displays the workflow service status of running workflows, e.g. when the workflow status is performing an action, the action is displayed within the status column.  Generally the status is idle, unless the workflow is in use.

Workflow unhandled messages

The Workflow unhandled messages homepage captures detailed error reporting and workflows that have been aborted.

Workflow Errors

If the workflow is terminated an entry is created on the Workflow Errors homepage control identifying the point of failure.

Workflow_Errors.PNG

When the workflow is terminated, the error needs to be rectified and the workflow recreated against the appropriate client.

Note: Previously completed tasks need to be manually advanced. It is not currently possible to manually override the dates.

Service Broker Errors

If the workflow service is not running at the point of attaching a workflow the following message appears:

Service_Broker.PNG

The CCH Workflow WCF Service needs to be started.​

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.