How do I add a new CCH® ProSystem fx® Knowledge Coach title to CCH® ProSystem fx® Engagement?

To add a new Knowledge Coach Title

  1. Sign in to Engagement as a user who is licensed for Knowledge Coach.
    • Note: The user ADMIN is not licensed for Knowledge Coach by default.
  2. Click on Tools > Knowledge Coach Titles...
    • The Knowledge Coach Titles screen displays.
  3. Click on View other Knowledge Coach titles available for download.
  4. If not already logged into the Support site, please click the Login link in the upper right-hand corner of the screen.
  5. Locate the Title from the list of Titles on the webpage, and click Download File.
    • You may get a prompt to Open or Save, please choose Save and note the location where is was saved.
    • Some titles require specific base titles, versions of CCH® ProSystem fx® Engagement, or updates to Engagement be installed prior to the title being able to be installed. Please refer to the Notes and Minimum Pfx Engagement version required columns for this information. 
  6. After downloading the Title(s), go back to the Knowledge Coach Titles screen in Engagement.
  7. Select Add Title.
    • The Select Content Package screen displays.
  8. Browse to the location the Title(s) was downloaded to in step 5, and select the Title.
  9. Click Open.
    • A message displays saying that the Title was successfully added.
  10. Repeat steps 7-9 for any additional Titles.
  11. Log out of Engagement.
  12. Log back in to Engagement.
  13. A message will display that there is New Knowledge Coach content, click Yes to install.
  14. Have any other Knowledge Coach users repeat steps 11-13. 

 

To Release a Knowledge Coach Title

  1. Sign in to Engagement as a user who is licensed for Knowledge Coach.
    • Note: The user ADMIN is not licensed for Knowledge Coach by default.
  2. Click on Tools > Knowledge Coach Titles...
    • The Knowledge Coach Titles screen displays.
  3. Highlight any Title with a status of Installed.
    • Multiple Titles can be selected using Shift-click or CTRL-click.
  4. Select Release Title.
  5. A message displays asking, "Are you sure you want to release the selected titles to you staff?" Click Yes.
  6. Users will need to log out and back in to Engagement to get rights to the Released Title.
You may also wish to unrelease previous versions of the title.

How to unrelease a title

  1. Select a Knowledge Coach Title.
  2. Choose Unrelease Title.
    • The date will be removed from the Date released column and staff that do not have the staff group property right to insert unreleased titles will not be able to see or insert the unreleased titles into a binder.
      • You can determine this access in the CCH ProSystem fx Engagement Admin module by selecting a staff group and choosing File > Properties > Content “Insert Knowledge Coach workpapers from unreleased titles” option.

Notes

  • You must add and assign a Knowledge Coach module as well as the Knowledge Coach title license in the Administrator module before using the workpapers.
  • Once the Knowledge Coach Title has been added and released, it will be automatically deployed to other staff members when they login to the Office location, or when they synchronize a binder that contains Knowledge Coach workpapers from this title.
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