Setup and Master Changes
Last update:CCH Working Paper Management
Roles
This document provides instructions for managing roles within CCH Working Paper Management. It outlines how to view and assign roles to employees through two primary methods: Employee Categories and Responsibility Types. Key actions include navigating to specific maintenance paths to adjust roles and mapping employee categories to roles for uniformity across clients. It emphasizes that if Responsibility Types are employed, they will override Employee Categories settings for clients. The document also includes guidance on changing role colors and visual aids for better understanding.
CCH Working Paper Management
Master Pack Versioning
The document emphasizes that no changes can be made to master packs shipped by CCH. It also notes that the versioning of working papers master packs aligns with that of CCH Accounts Production master packs.
CCH Working Paper Management
Changing the required sign-off role for a specific paper
The document outlines the process for changing sign-off roles for specific papers within a master pack in a working papers designer. Users can edit the desired working paper and modify the sign-off roles applicable to that individual paper, enabling tailored oversight for different documents. The instructions include visual references for clarity.