Topic results SQL Server

CCH Audit Automation
Default Identified Risks
This document outlines the process for authors of master packs to define, edit, and manage default identified risks applicable to linked clients. It details how these risks are automatically included in new client profiles but not in existing ones. Users can add, edit, or delete risks, with specific instructions on customizing risk profiles, justifications, and associated assertions. The document also includes guidance on printing identified risks. Overall, it serves as a comprehensive guide for managing risk documentation within the master pack system.
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CCH Audit Automation
CCH Audit Automation: BDE to SQL - Advanced Converter Consultancy (10091829)
This document outlines a three-hour online training session focused on the new functionalities of the SQL version of CCH Audit. The session aims to enhance practice efficiency by reviewing current software usage, ensuring data integrity, and identifying improvement opportunities. Participants, ideally senior audit team members and daily users of the SQL system, are required to understand the BDE version of the software. Key topics include updating client data, exploring system changes, and optimizing quality controls. Attendees should prepare by selecting client cases for discussion and may need IT support during the session.
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CCH Audit Automation
CCH Audit Automation: BDE to SQL - Converter Consultancy (10091828)
This document outlines an online training session focused on Master Pack administration and the process of converting client files and Master Packs from the BDE to SQL version. The session lasts up to three hours and includes objectives such as managing Master Packs and executing the conversion process. Prerequisites for attendees include a solid understanding of the BDE version of CCH Audit Automation, proper preparation of user data, and access to the required software. The course is designed for system managers and super users responsible for running and converting files within the system.
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CCH Audit Automation
CCH Audit Automation: Master Pack Installation/Update Guides
This document provides links to the Master Pack Installation and Update Guides for CCH Audit Automation, which includes resources for three specific packs: CCH Master Packs, Mercia Master Packs, and PCAS Master Packs. Each section contains direct links to the respective update and installation guides, aimed at assisting users in the installation and updating processes of these SQL-based packages.
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CCH Audit Automation
Master Packs
This document details the management of Master Packs within CCH Audit Automation. It outlines how system managers can create, edit, delete, install, and merge Master Packs, which include fixed sections, working papers, audit programs, and more. Users can customize client data by linking them to a specific Master Pack. The creation and merging of Master Packs are guided, with specific criteria for version management. Instructions on setting default charts, closing packs, and resolving conflicts during merges are also provided, ensuring efficient audit pack management tailored to client needs.
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CCH Audit Automation
Introduction to System Managers Manual
The document outlines the configuration and system settings for CCH Audit Automation, detailing crucial features such as data path management, internationalization support, and various operational settings. It explains how users can modify these settings, manage user access levels, and customize the software's behavior regarding document creation and audit processes. Specific options include integrating third-party accounts, managing user passwords, and applying security measures. The document serves as a comprehensive guide for both system managers and users, ensuring they understand and can effectively utilize the software's capabilities.
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CCH Audit Automation
Audit Assertions
The document provides guidance for the master pack designer on managing audit assertions within an auditing system. It outlines steps to create, edit, and delete assertions, including how to access the audit assertions dialog and input codes and descriptions. Users can add new assertions using an add button, edit existing ones by double-clicking or selecting and clicking edit, and delete assertions with confirmation. The document aims to assist users in effectively organizing their audit assertions.
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CCH Interactive Checklist
Appendix 2: Planning the Installation
This document provides a comprehensive guide for installing the CCH Interactive Checklist software, detailing options for local and network installations. It covers setup prerequisites, such as installing Microsoft SQL Server Express and .Net Framework, alongside licensing restrictions based on user limits. The installation process is outlined step-by-step, including downloading files, running the installer, and configuring databases. It also addresses troubleshooting tips for SQL access mode. The document emphasizes familiarizing users with both local and network environments and offers links to user guides for further assistance.
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CCH Interactive Checklist
Appendix 1: Changing the Access mode for SQL Server
This document provides guidelines for creating a connection and database for the CCH Interactive Checklist software, particularly focusing on users who did not install SQL Express. It explains the process of setting up either a local or network database, recommending the name "Checklist" for easy identification. Key steps include navigating the Login dialog, creating the database, and addressing potential authentication issues. Users are advised to check their SQL instance settings and follow further instructions in Appendix 2 if needed. Upon successful creation, the available connection will be reflected in the Login dialog.
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CCH Interactive Checklist
How to Backup and Restore a SQL Database
This document provides a guide on how to backup and restore databases using SQL Server Management Studio (SSMS). It explains that SSMS can maintain backups of entire databases and offers a link to download the software if not already installed. Notably, it states that users can only restore entire databases from backups, not individual entries. Additionally, it suggests using the CCH Interactive Checklist software for backing up individual checklists and includes quick and in-depth guide sections with annotated screenshots for a detailed understanding of the process.
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CCH Interactive Checklist
Restoring a database - In depth guide
This document provides detailed instructions on restoring a database using SQL Server Management Studio. It covers logging into the SQL Server, selecting the appropriate database, and the steps to access the Restore Database feature. Users are guided on how to specify the backup file, including processing files without the .bak extension. Important warnings regarding data overwriting and confirmation of restore options are highlighted. The document concludes with steps to initiate the restore process and verify its success.
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CCH Interactive Checklist
Restoring a database - Quick guide
This document provides instructions for launching SQL Server Management Studio and includes warnings regarding the potential data loss associated with restoring an existing database. Users are cautioned that restoring will overwrite all current contents of the database, rendering the original data irretrievable. Visual aids are included to guide users through the process.
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CCH Interactive Checklist
Backing up a database - In depth guide
This document provides a detailed guide on how to perform a database backup using SQL Server Management Studio (SSMS). It outlines the steps to log into the server, select a database, and initiate the backup process. Key points include choosing the appropriate authentication method, configuring backup options (including types and destinations), and ensuring the backup is properly named and located. Additionally, it emphasizes selecting "Overwrite all existing backup sets" and verifying the backup upon completion. The document concludes with a reminder to regularly conduct test restores to ensure backup integrity.
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CCH Interactive Checklist
Backing up a database - Quick guide
The document provides a step-by-step guide to launching SQL Server Management Studio (SSMS) from the Start menu. It includes several images to visually assist users during the process. The focus is on ensuring users can easily navigate to the application to manage SQL databases effectively.
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Training and Consultancy
CCH SQL Database Analysis Consultancy
Database analysis services ensure the CCH suite can function at optimal level  with analysis focusing on performance , data quality, quantity inc data history. ​ Rigorous consistency checks ensure your data remains accurate and trustworthy on the platform and validation processes prevent aims to prevent future errors.
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Training and Consultancy
CCH SQL and Server Optimisation Consultancy Online
The document outlines the importance of optimal operation for CCH Central, focusing on 'Server and SQL optimisations' to enhance availability, performance, and reliability. It emphasizes the need for careful optimisation of Microsoft SQL Server to achieve best performance beyond the out-of-the-box functionality. A consultancy service is available for reviewing and configuring users' specific environments during maintenance windows, including a thorough assessment of current infrastructure and SQL configuration. The process includes initial reviews, actions for optimising configurations, conducting health checks, and planning future upgrades. A technical questionnaire must be completed before starting the optimisation process.
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CCH Trust Accounts
SQL Server Connection String
This document provides a technical overview of the Trust Accounts software's database options, focusing on the differences between the C-Tree and SQL Server databases. It discusses limitations of an older SQL Server connection string method and introduces a new approach allowing for more flexibility, including support for Windows authentication and encrypted connections via TLS1.2. Users can now specify connection strings through DATABASE.INI or individual registries, enabling enhanced configuration. Additional explanations are provided for drivers and parameters necessary for optimal connection, improving integration with other systems like Central.
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CCH Audit Automation
Lead Schedules - List Imported Balances
This document outlines new features and functions related to report scheduling and definitions, particularly for importing and displaying transaction details. A special code format is introduced to list imported transaction details. Instructions for editing, printing, copying, pasting, and deleting report definitions are provided. The document also covers how to define report formats, insert lines, and utilize functions such as calculations, conditional tests, and formatting options. It includes guidelines for using embedded control codes and offers best practices for managing report lines.
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CCH Audit Automation
Lead Schedules
CCH Audit Automation allows users to create customizable lead schedules for audits, with up to 99 formats per audit area. Each schedule comprises a report definition—specifying page layout and conditions—and a report format, detailing line-by-line content. Users can add, edit, or delete schedules and define various report characteristics such as column numbers, widths, and conditional printing. The tool supports complex data calculations and formatting options, enabling the production of detailed audit reports tailored to specific requirements, including percentages and figures in thousands.
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CCH Audit Automation
Information Links and Guidance
The document explains the use of the Information Links option in the master pack definition, which allows users to create links to external information sources, such as RTF files, for audit guidance related to master pack items. It details the steps for editing or creating these links through a specific dialog interface and emphasizes the importance of these links for user reference. Additionally, it provides a link to further instructions on using the dialog for setting up or amending information links.
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CCH Audit Automation
Import File Formats
The document outlines the formats and protocols for importing data into calculators and trial balance systems. It specifies the structure for calculator inputs, detailing how to include optional item codes and amounts. It describes the requirements for trial balance files, including proper naming conventions and data formats for current and past years. Additionally, it presents formatting guidelines for audit objectives, audit programs, and checklists, including commands for defining tests and conditions within the checklist structure.
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CCH Audit Automation
Editing Tailoring Questions
The document outlines the CCH Audit Automation system's features for managing up to 9,801 client-specific questions, organized into 99 areas. Users can tailor audit packs by adding, editing, or deleting record areas and questions based on a Yes/No format. Instructions detail how to edit questions, add new areas, and manage existing ones. Each area and question is uniquely numbered, and modifications are facilitated through designated dialog boxes. Importantly, deleting a record area does not remove associated questions, which require a separate deletion process.
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CCH Audit Automation
Document Templates
The document outlines a system for creating and managing templates for working papers and letters in an audit pack, compatible with internal word processors as well as Microsoft Word and Excel. It describes how to access, add, edit, and delete templates, each identified by unique codes. The document emphasizes the use of predefined merge codes for automating the inclusion of client data. Additionally, it details guidelines for using merge codes in documents created via different programs, and how templates can integrate into current audit files, ensuring streamlined document production in auditing processes.
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CCH Audit Automation
Default Text Documents
This document provides instructions on how to edit or create default text documents using the master pack within a word processing system. It explains the process of selecting predefined documents, loading existing client documents, or presenting blank documents when no defaults are available. Users are guided to use either PROword or MS Word for editing. A table lists default document names related to CCH Audit Automation, such as memos and summaries, alongside their descriptions. The document emphasizes the utility of default templates for data entry.
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