Workflow Templates
Last update: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.
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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
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
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
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
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
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
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.
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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
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.
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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.