#SCHEDULE SCHEDULING UPDATE#
#SCHEDULE SCHEDULING CODE#

CAL has multiple user rights to provide flexibility in giving various users access to the CAL views.

CCH Axcess Workflow Calendar Scheduling is controlled through user rights.

This information needs to be accurately set to reflect correct availability of users in the SBE grid.

This overrides the default of 8 hours (if the firm schedule has not been set) or the hours set by the firm for the time period and the location.

In the Resource Availability section of Manage Users, the hours for part-time employees can be set for a specific time period.

You can now assign or reassign tasks based on availability of these users.

This ensures that all users relevant to the specific title(s) are accurately displayed.

For example, to view the availability based on Titles using the Refine filter, the relevant Title/Level needs to be correctly set in Manage Users.

When filters are set in Manage Users, you can use the “Refine filter” in the SBE page to narrow down those users whose details match the search criteria.

This is very useful when you generate the Weekly Resource Schedule report.

#SCHEDULE SCHEDULING UPDATE#

Update the Expertise, Industry Group, Department, Title/Level, Niche Group and/or Years of Experience to help filter employees to be scheduled in the SBE page.The items in the drop-down lists for Expertise, Industry, Department, Title/Level, and/or Niche/Group should be relevant to your firm’s terminology. You can delete or modify the default filters that follow. The Manage Users section enables you to update your filters relating to the scheduler module. It is not recommended to use billable codes within billing software.įieldwork, Interim, Office, Inventory Observationįrom the Utilities menu, select User Utilities > Manage Users. Use very few codes the first year of implementation, and then you can go back and add more if needed.

#SCHEDULE SCHEDULING CODE#

At least one Job Code for billable time must be provided. Job Code Details is a mandatory element for Calendar-Based Scheduling (CAL). This module is designed to leverage your CCH Axcess Workflow data to assign Tasks in real-time. The Calendar Based Scheduler organizes user schedules based on Tasks assigned to them.

Schedule scheduling