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Engagement - Add Knowledge Coach

Modified on: Mon, Feb 17 2025 2:54 PM

ISSUE:

  • Staff is missing Knowledge Coach installation


RESOLUTION:

  • Staff are able to update their system with Knowledge Coach at their convenience by running a modify installation. The process will take approx 7-9 minutes.
  • Follow the steps below for a successful implementation:

  • Close Engagement, Outlook, Word, Excel, Adobe

  • In the Windows search field, type "appwiz.cpl" and press Enter

  • Once the Programs and Features finishes loading, locate CCH ProSystem fx Engagement > Select Change

  • Once the following screen appears, select Next

  • Select Modify > Next


  • Expand Workpaper Management > Locate Knowledge Coach > Click the small drop-down > Select "This feature will be installed on local hard drive." > Next > Select Install

  • Once the process has completed, Open Engagement. If you get the message to update KC workpapers, select Yes.


  • Please do not open any applications until the process has completed. You should not need to reboot.
  • If you receive an error regarding a KC subscription, please send an email to the helpdesk and CC: Tony Miller.
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