Non standard Workflows
Last update:CCH Workflow
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.
CCH Workflow
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.
CCH Workflow
CCH Workflow: Catalogue template implementation consultancy (10091310)
The document outlines a training session for implementing workflow templates from the Workflow Catalogue into the CCH Central system. The session lasts up to three hours and includes remote access for configuration tailored to the practice's needs. Participants will set up a specific workflow, modify system settings, and learn how to report on the data. A senior staff member's involvement is required to facilitate the session. Additional resources for further learning and support are also provided.
CCH Workflow
CCH Workflow: configuration and deployment consultancy (10091313/10091314)
This document outlines a training course aimed at enhancing workflow processes using CCH Central. The course includes two online sessions where consultants collaborate with practice managers and specialists to analyze and modify existing workflows or create new ones tailored to specific business needs. Key objectives include setting up workflows, reviewing requirements, and planning deployment. Participants should have established a documented business process beforehand. The course is designed for practice managers, departmental partners, and senior specialists responsible for workflow development. Additional resources for learning about the software are also provided.
CCH Workflow
_CCH VAT Return
This document outlines a workflow for monitoring the VAT return process, detailing how to initiate it through "jobs" and "assignments." It permits skipping the preparation and submission stages if clients choose to submit independently while ensuring continuity for future periods. Prerequisites include having the correct assignment template and frequency defined. The document also notes the option for responsibility allocation in tasks and suggests potential enhancements for task management. Visual aids are provided to assist users, alongside a link for additional compliance workflow resources.
CCH Workflow
_CCH Accounts and Corporation Tax
This document outlines the workflow for accounts preparation, specifically addressing the steps involved in completing and submitting Corporation Tax returns for limited companies. It details alternative workflows for clients not classified as limited companies, such as individuals and partnerships, which require different processes. Instructions on utilizing the workflow within the assignment structure are provided, along with prerequisites for setup. Additionally, a section on potential enhancements suggests changes to task responsibilities. The document includes links to related resources and visuals to aid in understanding the processes.
CCH Workflow
_CCH Accounts
This document outlines a workflow for the accounts preparation process tailored for various client types, focusing on instances where tax return completion is not included. It details the conditions under which client approvals and filing steps are bypassed, and explains how the workflow integrates with job and assignment systems. Prerequisites for using the workflow include ensuring assignment templates are properly set up. It also suggests possible enhancements for task responsibility allocation within the workflow. Overall, it serves as a guide to effectively utilize the accounts preparation workflow.
CCH Workflow
_CCH Personal Tax Return
This document outlines a workflow for preparing and submitting Personal, Partnership, and Trust Tax returns using the CCH Personal Tax module. It details how to integrate the workflow with individual tax returns in CCH Central, including instructions for setting it as a default option and starting a workflow on existing returns. Additionally, it mentions the allocation of responsibility for tasks to the client partner and suggests potential enhancements for task management.
CCH Workflow
_CCH Corporation Tax Return
This document outlines the workflow for preparing and submitting a Corporation Tax return using the CCH Corporation Tax module. It provides guidance on accessing the workflow in CCH Central, the alternative workflows available, and suggestions for enhancing task allocation responsibilities. Users can start the workflow during the creation of a new account period or by selecting the "Start Workflow" button on an existing return. It emphasizes the need for the CCH Corporation Tax module for functionality and offers links to additional resources.
CCH Workflow
Custom Reference Dates
The document provides instructions for setting up custom reference dates in CCH Workflow. Users can define their own reference dates alongside hard-coded ones by navigating to the Central Workflow maintenance section. It details the steps to add, edit, and manage custom reference dates, including specific parameters like description, day, month, and year options. The document also explains how to associate these dates with various date rules applicable to specific products or templates and includes guidance on marking a reference date as inactive. Additionally, a search feature for custom reference dates is mentioned.
CCH Workflow
Offset Dates
This document explains how to create and manage Offset Dates in a workflow system. Offset Dates are customizable reference points for setting deadlines. Users can create Date Rules that specify offsets from established deadlines, requiring a reference date. If existing reference dates don't meet specific needs, users may create Custom Reference Dates. Additionally, management of these dates is subject to Task Permissions for security. The document also provides links to related topics for further guidance.
CCH Workflow
Modified by
The document outlines features within the Standard Workflow screen that indicate when a workflow template was last modified. It includes two key points: "Last Modified," which shows the date of the last modification, and "Last Modified By," which displays the name of the user who made that modification. An accompanying image illustrates these features.
CCH Workflow
Making a template inactive
This document outlines the process for marking a workflow template as inactive, which removes it from the selection list for new workflows. Users are instructed to navigate to File > Maintenance > Central Workflow > Standard Workflows, and check the Inactive box. It notes that existing workflows using the inactive template will continue running and can still be accessed from the homepage and other workflow screens.
CCH Workflow
Setting up CCH Workflow
This document outlines key features and functionalities related to the CCH Workflow system, focusing on three main topics: setting up dates, managing email notifications, and working with standard workflow templates. It provides links to detailed resources on custom reference dates, date rules, email notifications, and the creation and editing of workflow templates, enabling users to effectively configure and utilize the CCH Workflow platform.
CCH Workflow
Non Standard Workflows
The document outlines the services offered by Wolters Kluwer Professional Services for editing and creating bespoke workflows through their "CCH Accelerate" products. It details included online sessions for setting up workflows and offers various consultancy options, including online and onsite sessions focused on implementing, training, and customizing workflow templates. These services are chargeable, and clients are encouraged to contact their Account Manager for further information.
CCH Workflow
Getting Started
This document provides guidance on getting started with CCH Central Workflow, detailing the use of built-in workflows and the Workflow Catalogue. It outlines the basic setup for standard templates covering compliance and billing processes, along with information on creating customized workflows. Users can access non-standard workflows and explore various templates, including compliance activities like tax returns, payroll, and non-compliance workflows such as client onboarding. For further assistance, contacting an account manager or Wolters Kluwer Professional Services is encouraged.
CCH Workflow
Editing a Workflow Template
The document provides instructions for editing workflow templates, including steps to amend existing workflows and rename them. Users can access workflows via the specified file path, and edits can be made by selecting the workflow and clicking "Edit." Key modifiable fields include the workflow name, deadline types, and rules. If a workflow is active, it cannot be edited or renamed until all instances are canceled. It also notes the visual indication of an active workflow with a cog icon.
CCH Workflow
Renaming a template
This document provides instructions for renaming a workflow template and changing deadline types within an existing workflow. Users can edit the workflow name, select deadline date types, and adjust starting rules through the Edit Workflow dialog. To save changes, users must click OK; Cancel will discard modifications, and Refresh will update the view. It also notes that workflows currently in use cannot be renamed until all active instances are canceled.
CCH Workflow
Import/export templates
This document outlines the steps for importing and exporting workflow templates. To import, users must navigate to the Import option, clear ID-based values, and fill in the Import from File window with details such as the file path, name, deadline date type, and subject. After importing, users must validate entries before saving the workflow. For exporting, users highlight the template, select the Export option, and save the XAML file to a desired location. Important notes include limitations on importing/exporting between Advanced Designer and Standard Workflows.
CCH Workflow
Deleting a template
The document outlines the process for deleting a workflow template in Standard Designer. Upon deletion, users are prompted to confirm if they want to remove all associated historic tasks, including completed, cancelled, and terminated workflows. If the workflow is currently in use, the deletion attempt will be blocked, requiring the user to cancel all active instances first. The document includes visual prompts and highlights the implications of deletion options.
CCH Workflow
Starting rules
This document outlines the starting rules for various workflows related to Client/Contact management, Assignment Jobs, and Practice Management. Key points include triggers for workflows such as "Client Created," "Contact Approved," and "Job Rolled Forward." Specific actions like posting a bill or receiving a portal message also initiate workflows. The document highlights the importance of distinguishing between draft and approved statuses for clients and contacts, as well as default workflow settings for assignments.
CCH Workflow
Creating a template using the Workflow Wizard
The document provides a step-by-step guide for using the Workflow Wizard to create workflow templates within the Standard Workflows screen. It outlines procedures including selecting workflow types, naming them, setting deadline rules, and adding workflow steps. Users can customize properties for each step, including notifications and responsibilities. It also highlights the validation process for mandatory properties and ends with confirmation of the workflow before saving. The finished workflow template will appear in the Standard Workflow section for further edits.
CCH Workflow
Creating a Workflow template
The document outlines the process for accessing and creating standard workflow templates within a specific system. It details the steps required to add a new template, including defining parameters such as workflow type, name, deadline date type, and starting rules. It emphasizes that the available workflow types depend on the products licensed to the practice. Visual aids are provided to assist users in navigating the interface and features related to workflow templates.
CCH Workflow
Standard workflow templates
The document outlines the functionalities of the "Standard Workflows" screen for creating, viewing, and modifying workflow templates in the CCH Workflow system. Users can access it through a specific menu path and utilize various features such as central due date tasks, document creation, and event management. Additionally, it provides guidance on creating templates, managing steps, and working with existing templates, including editing, deleting, and importing/exporting workflows. The resource is crucial for streamlining workflow processes within the software.