How do I sign off a form or individual steps for an engagement in CCH Axcess™ Knowledge Coach?

  • Article Type:
  • How To
  • Last Modified:
  • 03/05/2021

Objectives

To sign off an entire form when completed or individual steps on a form in process for an engagement in CCH Axcess Knowledge Coach.

Environment

  • CCH Axcess
  • CCH Axcess Knowledge Coach

Procedure

This video shows the process to sign off a form or individual steps for an engagement in CCH Axcess™ Knowledge Coach.


You can sign off on a form either in the engagement view or when viewing the form itself. The sign-offs made in one view are visible in the other view as well. Multiple people can sign off for each role if needed.
  • Note: Some forms also allow you to sign off on form sections. The sign-off functionality is the same as for the whole form. The only difference is that the sign-off circles are located in the relevant section of the form.

To add your sign off, do the following:
  1. At the form or step, click the Sign Off circle that corresponds with your role, either as a preparer or reviewer. Your initials display in a shaded circle with a date stamp beneath it.
  2. If you later need to remove your sign-off, you can do so by clicking the X that displays at the top right of the circle with your initials.

Additional Information

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