Workflows
Discover more about Workflows; attaching, assigning jobs, overdue and progressing workflows. Learn more about the homepage and tasks.
Last update: CCH Workflow
Basic setup of Workflows
This document outlines six essential aspects for effectively using a workflow system for the first time: choosing a template, starting a workflow, setting up the homepage, progressing workflows, reporting on workflows, and managing completed workflows. It provides a comprehensive overview of available compliance and non-compliance workflow templates in CCH Central and includes linked videos for step-by-step guidance on each aspect. The document emphasizes the importance of monitoring and reporting workflows while also detailing how to handle completed workflows.
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
Setting up CCH Workflow
This document outlines key features and functionalities related to the CCH Workflow system, focusing on three main topics: setting up dates, managing email notifications, and working with standard workflow templates. It provides links to detailed resources on custom reference dates, date rules, email notifications, and the creation and editing of workflow templates, enabling users to effectively configure and utilize the CCH Workflow platform.
CCH Workflow
Using workflows
The document provides information on using workflows in CCH Workflow, including how to attach workflows to assignment jobs and client/contact workflows. It details the Workflow homepage features such as overdue workflows and task progression. Additionally, it covers Assignment Jobs and Document Workflows, highlighting the link between job assignments, client management, and user responsibilities related to document management. Internal links to specific topics offer further guidance on effective workflow management.
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
Attaching workflows
This document outlines the process for attaching and starting various types of workflows within a system, specifically in the context of Central. It details how to initiate different workflows - such as Client/Contact, Assignment Jobs, Document, and tax-related workflows - from their respective sections. Each workflow type is linked to specific modules and includes instructions on where to find the "Start" button. Additionally, it mentions that workflows can start automatically based on certain triggers, streamlining task management and workflow efficiency.
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.
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Attaching Client/Contact workflows
The document outlines the process for starting Client/Contact workflows, both manually and in bulk. To start a workflow manually, users need to access the Workflow Tab in Central, select the desired workflow, and confirm the action. For bulk updates, users can search for multiple clients/contacts, select them, and use the Bulk Update option to initiate the workflow for all selected entries. Detailed steps guide users through both methods effectively.
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
Attaching Assignment Jobs workflows
This document outlines the process for starting and managing Recurring Assignment Jobs workflows. It specifies that the first job instance must be initiated manually and includes step-by-step instructions for starting the workflow within a client. Key prerequisites are highlighted, such as setting a job's frequency and algorithm for proper naming, defining a target date, and ensuring the assignment template has the workflow marked as default. Visual aids illustrate these steps for better understanding.
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
Cancelling Workflows from the Workflow Homepage
This document outlines the procedures for cancelling workflows in two ways: from the Workflow Homepage or at the Client and Contact level within the workflow tab. It describes the steps to select and cancel workflows from the homepage, including a confirmation prompt. Additionally, it clarifies that cancelled workflows will automatically mark any associated tasks as complete and can be viewed by filtering for "Cancelled Workflows Only."
CCH Workflow
Cancelling Workflows at Client or Contact Level
The document outlines two methods for cancelling a workflow: directly from the Workflow Homepage or at the Client/Contact level within the workflow tab. It includes instructions on selecting a workflow, right-clicking to choose "Cancel Workflow," and confirms the action. Users can still view cancelled workflows by selecting "Cancelled Workflows" from the Workflow Status dropdown menu. Visual aids are provided to facilitate understanding of the process.
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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
Client To Do tab
The document outlines the functionalities of the "To Do" tab for managing tasks related to contacts or clients. Users can view and edit tasks, access task details by clicking subject hyperlinks, and check activity history through the History tab. Additionally, it highlights that overdue workflows are indicated in red, excluding hyperlink items. The document includes images to illustrate these features.
CCH Workflow
VAT Workflow : Quick Start Guide
This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
CCH Workflow
Features and Benefits: CCH Workflow
This document explains the concept of workflows in CCH Central, representing business processes through defined steps that can include loops and automated actions. It highlights the use of a workflow homepage control for monitoring active workflows, filtering by specific parameters, and generating reports. The document instructs how to sign off steps within a workflow, either by completing a milestone or selecting an outcome. Additionally, it presents a 'Tasks' homepage view, focusing on individual users' active tasks across various workflows.