Working with Workflow Templates
Last update:CCH Workflow
Create Document
The document outlines the "Create Document" activity within CCH Document Management, highlighting its purpose to generate documents using predefined templates. It describes a workflow example where two documents are created based on different templates and provides guidance on setting step properties, including template selection, employee assignment, and handling successful or failed completion. It emphasizes that the "Create Document" feature is accessible only with CCH Document Management installed.
CCH Workflow
Check Contact Type
The document explains the "Check Contact Type" feature, which evaluates the contact type of clients or contacts within a workflow. It offers the ability to create multiple outcomes based on different contact types, allowing for customized steps in workflow design. Additionally, it describes the "Add Default Choice" option, which directs the workflow to a standard step for a specific contact type while redirecting all other types to an alternative step. Visual aids are included to demonstrate the process.
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
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
CCH Payroll
This document outlines a workflow for payroll processing monitoring, detailing steps to initiate the "_CCH Payroll" workflow for assignments and jobs. It specifies prerequisites, such as proper assignment templates and target date completion for payroll deadlines, emphasizing frequency consistency. An enhancement suggestion includes creating a field category for tracking payrolls requiring client approval and adjusting task responsibilities. The content includes links for image downloads and further resources, with a focus on improving payroll management efficiency.
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.