Homepage Functions
Click right to access Workflow functionality including mail merge, milestones and select employee.
Last update: CCH 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.
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
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
Overdue workflows
This document describes the visual indicators for overdue workflows and individual steps within a workflow management system. When a workflow's deadline has passed, both the deadline date and associated text are highlighted in red. For individual steps that are overdue, an orange background is used to signal the overdue status, although this color-coding is not applicable in the "Use Icons" view. Images illustrating these indicators are included.
CCH Workflow
Use Icons
This document explains how to view Workflow Homepage milestone statuses using three different options: Icons, Due Dates, and Employee assignments. Users can toggle between these views by right-clicking on the homepage and adjusting the settings. The default view displays icons, while users can switch to display due dates or see employee involvement in task completion. Visual aids are included for clarity.
CCH Workflow
Show Non Milestones
This document explains how to view non-milestone tasks within a workflow template by selecting the "Show Non Milestone" option. It provides instructions to right-click on the relevant cell in the Workflow Homepages control to access these tasks, accompanied by an illustrative image.
CCH Workflow
Undo step
This document outlines the procedure for undoing completed steps within a workflow system. Specific rules indicate that only Central Tasks, Pass/Fail Central Tasks, and those with multiple actions can be undone, provided the preceding task meets similar criteria. Additionally, the undo feature is restricted to workflows initiated in version 2017.1 or later, and steps within looping tasks cannot be undone. Users can undo steps by right-clicking the completed task and selecting "Undo Step." A tip suggests consulting an administrator if the undo option is unavailable.
CCH Workflow
Field Chooser
This document outlines the right-click functionality in CCH Central, allowing users to add various fields to the workflow homepage based on workflow type. It lists standard fields for Client, Assignment Jobs, Document Management, Personal Tax, Corporation Tax, and Accounts Production. Each category includes specific fields that can be displayed, such as Client Code, Assignment Name, and Tax Year. Additionally, users can enable extra fields through a specific system configuration key, impacting all users within the system.
CCH Workflow
Mail/Email merge
The document outlines the process of performing a mail merge using CCH Central from the Workflow homepage. Users can filter and select multiple clients before initiating the mail merge. By right-clicking and choosing "Mail Merge," they access the Mail Merge Wizard, allowing the creation of letters, emails, or CCH OneClick messages.