Updating the Status of a Checklist

You can update the status of a checklist using the following procedure.

Note: This procedure is not applicable for firms who use AutoCheck along with CCH Axcess™ Knowledge Coach. For these firms, checklists are linked to engagements that are managed in Knowledge Coach. See the Knowledge Coach Help for more information.

  1. If needed, click to open the All Clients page.
  2. Locate the client in the list.

    3. Tip: You can use the Search box at the top of the All Clients page to find a specific client.

  3. Click in the Actions column for the client.
  4. Select Edit.
  5. Select an option in the Status list.
  6. Click Save.