Topic results Team Responsibility

CCH Workflow
Assignment Team responsibilities
This document outlines the assignment process for Document workflows, emphasizing the roles of Assignment Managers at different levels. It explains how tasks are assigned based on the presence of Assignment Managers at the Assignment and Client Levels. If an Assignment Manager is designated at the Assignment Level, that individual receives the task; if not, the task goes to the Client Level manager. If neither level has a designated manager, the workflow owner is assigned the task.
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CCH Central
Choose the address type and team responsibility
This document provides guidance for Stage 3 of a MailMerge process, focusing on selecting address types and team responsibilities. Users can choose multiple address types, prioritizing them for merging based on availability (e.g., Main vs. Home address). Similarly, team responsibilities can be selected, where the first choice is prioritized for merge data. The document instructs users to make the appropriate selections and proceed by clicking "Next."
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CCH Practice Management
How to add and maintain team responsibility
This document provides a step-by-step guide for managing team responsibilities in the Supplier Responsibility tab. It includes instructions for adding and assigning employees, editing the team, and deleting employees. Users are directed on how to search for suppliers and employees, assign roles, and save changes. The guide emphasizes the process for maintaining an effective team structure and suggests adding notes before finalizing updates. It aims to ensure efficient management of supplier-related responsibilities within the system.
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CCH Central
Stage 3 of 6 - Choose the address type and team responsability
This document provides instructions for selecting address types and team responsibilities during the mail merge process, specifically at Stage 3 of 6. Users can choose multiple address types, which prioritize the addresses based on the order selected. It explains how to handle address selection when both main and business addresses are available for a contact. Additionally, users can select team responsibilities linked to employee records for the merge, with prioritization on the selected team member. The document concludes by advising users to make their selections and proceed by clicking "Next."
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