Workflow Catalogue Compliance Windows
Last update: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_AML
This document outlines a workflow for conducting Anti-Money Laundering (AML) checks for clients, triggered automatically by the CCH Client Onboarding process or initiated manually. Key elements include the setup of necessary extra fields, such as "Money Laundering Check" and "Money Laundering Completion Date." It discusses the ability to execute bulk updates for multiple clients using advanced search features, allowing for streamlined compliance checks on a regular basis. The document provides links for further guidance on non-compliance workflows.
CCH Workflow
_CCH_Bill_Delivery
This document outlines a workflow for automatically attaching bills in CCH Document Management after they are posted. It requires the installation of CCH Practice Management and Document Management modules. Key points include necessary configurations, settings for clients and employees, and steps to trigger the workflow automatically. It also proposes enhancements such as centralizing email accounts and ensuring proper delivery methods for clients. Additionally, it provides guidance for those using CCH OneClick to facilitate sending bills through this platform.
CCH Workflow
_CCH Client_Onboarding
This document outlines a workflow system that automatically integrates with client records upon creation. It emphasizes the setup process, particularly the dependency on the _CCH AML workflow for progress confirmation. Users are instructed to activate the workflow in the Standard Workflows screen for it to function seamlessly. It also suggests potential enhancements, such as modifying starting rules for contacts converted to clients and creating additional workflows for various record types. Visual aids and links to related resources are provided for user reference.