Engagement - Add Knowledge Coach
Modified on: Mon, Feb 17 2025 2:54 PMISSUE:
- 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.