Topic results Responsibilities

CCH Workflow
Responsibility Type use Assignment Team
This document outlines how Responsibility Types for Central Tasks within Assignment Jobs workflows can be assigned from the Assignment Team rather than the Client Team. If a Responsibility Type like "Manager" exists in both teams, it will default to the Assignment Team. If it exists only in the Client Team, the task is assigned accordingly. If it is absent in both teams, the workflow owner takes responsibility. The same assignment rules apply to related workflows, including Personal Tax and Accounts Production.
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CCH Central
Setting up Responsibility Types
This document outlines the procedure for setting up job responsibilities within a practice's management system. It details how to access, modify, and create responsibility types, including assigning levels of seniority and allowing multiple selections for team members. The steps include navigating through the maintenance menu, entering descriptions, setting seniority levels, and configuring options for team member assignments. Additionally, there is a reference to the CCH Working Papers Management module for further configuration. Users are instructed to save changes upon completion.
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CCH Central
Deleting a Responsibility Type
This document provides a step-by-step guide on how to delete a Responsibility Type within a system. It details the process through the main menu, selecting the desired type, confirming the deletion, and saving changes. An important note highlights that a Responsibility Type that is currently in use cannot be deleted, as attempting to do so will result in an error message.
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CCH Central
Adding a partner for a contact or client
This document provides a step-by-step guide on how to add responsibilities to a contact or client record within a system. Users are instructed to navigate to the Contact or Client page, access the Responsibilities tab, and select the partner responsible by defining a start and end date. It emphasizes that a client can have only one partner assigned at a time, and proper date entries must be made to manage transitions between partners.
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CCH Central
Adding a team for a contact or client
This document provides a step-by-step guide for recording a team for a client using CCH Central. It outlines how to access the client’s contact page, assign team responsibilities, and apply team security features to ensure client anonymity. Users are instructed to search for employees, departments, offices, and companies and allocate responsibilities accordingly. Additionally, there are notes on amending responsibilities and details on the implications of team security settings, which restrict access to selected team members only.
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CCH Central
Responsibility tab
The document outlines the functionality of the Responsibility tab in the Contact and Client pages, which is used to manage information regarding team members assigned to client work. Users can define roles such as Client Manager or Junior Accountant, which are maintained by a system administrator. The document details the process for adding team members, specifying responsibilities, and managing partner allocations, including start and end dates. Additional fields allow for department, office, and company assignments, as well as client-specific notes. Overall, it serves as a guide for setting up responsibilities for client management.
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CCH Practice Management
The Responsibility tab
The document outlines the functionality of the Responsibility tab on the Supplier page, focusing on managing Partner and Structure Responsibilities related to suppliers within an organization. It provides step-by-step guidance for adding team members, assigning roles, and recording responsibilities, along with necessary fields such as start and end dates, department, office, and company selections. Important notes about ensuring accurate reporting and utilizing a master list of responsibilities are included, alongside descriptions of buttons and fields for easy navigation. Additionally, it allows for entering specific notes related to supplier responsibilities.
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CCH Practice Management
Responsibility Types
This document outlines the procedure for setting up and managing employee responsibilities within a practice's Assignment Team. It explains how to create, edit, and delete responsibility types, including assigning levels of seniority and allowing multiple selections for team members. Additionally, it notes that responsibility types currently in use cannot be deleted, and provides step-by-step instructions for both adding and removing responsibilities. Users are guided through the process via the main menu in the system.
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CCH Practice Management
How to edit partner responsibility
This document details the steps for managing partner responsibilities within the Supplier Responsibility tab. It outlines how to edit responsibility dates, allocate new partners, and delete existing responsibilities, along with notes emphasizing the importance of accurately entering end dates to prevent reporting inaccuracies. Step-by-step instructions provided guide users in navigating through the Supplier page, searching for suppliers, and making modifications effectively. Additional resources for related topics on supplier management are also included, enhancing the user's understanding of the system's functionalities.
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CCH Practice Management
How to add and maintain structure responsibility
The document outlines a structured process for managing supplier responsibilities, specifically focusing on three key categories: Company, Office, and Department. It provides step-by-step instructions for searching and selecting suppliers, companies, offices, and departments via a user interface. The instructions guide users through using search fields, dropdowns, and the process of entering and saving relevant information, including using the Responsibility tab to document partner responsibilities and notes. This comprehensive guide is designed to facilitate efficient supplier management within the system.
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CCH Practice Management
How to add partner responsibility
This document provides a detailed guide on managing Partner Responsibility within a supplier management system. It outlines steps for finding and selecting suppliers and partners, entering relevant dates for responsibilities, and saving the entered details. The document emphasizes the importance of specifying end dates to ensure accurate reporting and provides tips for efficient navigation. Additionally, related topics for further assistance are linked, offering users access to more comprehensive information on supplier management processes.
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