Workflow Tasks
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
Workflow Task Permissions
This document outlines the Task Permissions system for CCH Workflow, detailing how to control access and editing rights within the workflow environment. It provides a menu navigation path, followed by a comprehensive table of permissions categorized by group description, subcategory, and specific roles. Each permission grants varying levels of access, such as allowing users to view client and contact tabs, edit reference dates, manage workflows, and create reports. Additionally, it highlights features tied to the Workflow Designer module, which is a chargeable element for creating and modifying workflow templates.
CCH Workflow
CCH Central Task Permissions
This document outlines certain task permissions within the workflow system that are managed in CCH Central, rather than under the Workflow product. It provides guidance on accessing these permissions via the Maintenance menu and includes a table listing specific task permissions, including the "Employee" role, which restricts users to completing only their own tasks.
CCH Workflow
Central Tasks
The document outlines two types of Central tasks: "Task Only," which allows users to mark the task as complete, and "Pass/Fail," which offers outcomes to either progress or revert workflow steps. Additionally, it describes "Central Tasks (Multi-action)," which enables the selection of various outcomes within a task, exemplified by different return types such as Individual, Partnership, Trust, and Corporation Tax.
CCH Workflow
Central DueDate Task
The document discusses the Central DueDate Task activity, which allows for the automatic completion of a workflow step when a specified due date expires. It includes instructions on setting step properties, where users can select the DueDate Type and choose between Date Rules or Actual Dates. A note highlights that the Central DueDate Task cannot be completed unless the Delay Activity Scheduler is configured and active. A link for additional guidance on configuring the Delay Activity Scheduler is also provided.
CCH Workflow
Delete Historic Tasks
The document details the "Delete historic tasks" feature in the Workflow Management Console, allowing users to remove unnecessary records from the dbo.ActivityAction table related to completed, cancelled, aborted, or terminated workflows. This option targets tasks not selected during workflow progression, helping to manage database size and performance. Users are guided on how to initiate this deletion process, including notifications about deletable items. Recommendations are provided for running this task during off hours and performing database maintenance after large deletions.