CCH Tracker News. via the CCH Internet Research NetWork. Participant Training Guide
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1 CCH Tracker News via the CCH Internet Research NetWork Participant Training Guide January 2008
2 Table of Contents Introduction and Objective...1 Databases with Daily Updates...2 Adding Tracker News Searches...3 Accessing Tracker News...4 Setting up Optional Delivery...4 Managing your Tracker News...5 Additional Support...5
3 Introduction This guide should be used as a reference during/after a CCH Legal Professional training session. CCH Tracker News, if part of your CCH Internet Research NetWork subscription content, provides daily updates of recent developments in designated topics. Each user chooses their desired Tracker News database(s), topics, search expression, and when available document types and jurisdictions. An optional daily option can send all your Tracker News results right to your desktop. Or you can use CCH@Hand to view Tracker News items on demand. CCH Tracker News is available for: o Air Quality Compliance o American Stock Exchange (AMEX) o BNA Daily Tax Report o Chicago Board Options (CBOE) o Chicago Stock Exchange (CSX) o ClientRelate Bulletin o Commodities Futures Trading Commission (CFTC) o Computer & Internet News Alert o Employee Benefits Management o Employment Law (Federal) o Federal Payroll o Federal Tax o Federal Tax Compliance Alert o Federal Tax Legislation Watch o Final & Pending State Regs (tax-related) o Financial Services Authority (FSA) o Food and Drug o Hazardous Waste Compliance o Healthcare Compliance o Home Health o HR o Medical Devices o Medicare and Medicaid o Municipal Securities Rulemaking Board (MSRB) o National Association of Securities Dealers (NASD) o National Future Association (NFA) o National Stock Exchange (NSX) o New York Stock Exchange (NYSE) o News Spotlight & Feature Stories (CCH Editorial stories dealing with Securities) o North American Securities Administrators Association (NASAA) Inc. o NYSE (ARCA) o Pending & Recent Enacted Laws (tax) o Pending State Business Credit & Incentives Alert (tax) o Pension News o Philadelphia Stock Exchange (PHLX) o Securities and Exchange Commission (SEC) o State Business Credits & Incentives Alert (tax) o State Employment Law o State Payroll o State Tax o State/Local Sales Rate Change Alert o Streamlined Sales Tax o The NASDAQ Stock Market LLC (NASDAQ) o Unclaimed Property o Wastewater and Water Quality Compliance Objectives Upon completion of this 15-minute training session, participants will be able to: Identify which databases contain CCH Tracker News daily updates Create new CCH Tracker News searches Set up delivery Manage their Tracker News Wolters Kluwer Law & Business January
4 Databases with Daily Updates Each day, as they are made available, individual news stories are posted to a select group of databases within CCH library tabs. The database titles (e.g., Daily Document Updates, Federal Tax Day, Tracker Daily) and holding periods (e.g., 90 days to 1.5 years) for these databases vary. Several methods can be used to monitor recent updates to these databases: o Some of these databases provide browse-able menu topics, for example SEC Tracker Daily, with most recent updates listed at top o A search can be conducted to look for specific term(s), with optional date range used to focus the search within a specific time frame o Customized searches can be created, called Tracker News Alerts, to automatically monitor new developments. Samples screenshots Health & Human Resources o Xxx Daily Document Updates: ~90 days Business & Finance o Xxx Tracker Daily: ~ 90 days o Xxx Tracker Archives: 91 days back to 2002 Tax & Accounting 1. Federal Tax Day: ~ 1.5 years 2. State Tax Day: ~ 1.5 years 3. BNA Daily Tax Report: since 1998 Wolters Kluwer Law & Business January
5 Adding Tracker News Searches 1. From the MY CCH tab click Set up News Tracker Searches (or from within Preferences), then click the Add Tracker Searches tab 2. Within a desired Tracker, select from available topics, document types, jurisdictions, and other Search Options (search expression, thesaurus, etc.) Note: leaving all Topics unchecked will select all items by default. 3. Click +Add to save your customized Tracker News search. 4. optional - When prompted, enter a label for your new Tracker News search click OK or Cancel. 5. Click Return to Main Menu to view the MY CCH tab and see if any results are available from today s posting for this new Tracker News search. Tracker Searches are displayed in order of creation, with the most recently added/modified Tracker News search listed at bottom. All topics Sub Topic Note: You can set up as many Tracker News searches as you like, adding each Tracker News search separately. Latest created Wolters Kluwer Law & Business January
6 Accessing Tracker News Daily postings that meet your Tracker News criteria can be accessed several ways: o On your My CCH tab, o Under the Tax Tracker tab (CCH Tax Research NetWork only), o Received via , o Accessed on demand from your desktop via CCH@Hand (requires separate one-time installation). Setting up Optional Delivery 1. From My CCH tab click Sign up for Delivery (or from within Preferences - click Tracker Options tab). 2. Select Yes for Would you like to receive Tracker ? 3. Enter/verify your proper address 4. Modify settings and choose desired format 5. Click Apply Changes to save these settings. Notes: A single address entry is used for all Tracker News Alerts within each CCH IRN engine. Each engine sends one per day, with all Tracker results. From Address: Subject: Business TrackerNews@wolterskluwer.com CCH Tracker News for [date] Health & HR emessage@cch.com CCH Tracker News for [date] Tax taxnews@cch.com CCH Tax Tracker News Daily for [date] Wolters Kluwer Law & Business January
7 Managing Your Tracker News Searches You can modify or delete your Tracker News saved searches at any time. 1. From either the My CCH tab or from within Preferences click Edit Trackers and View Archives Change the date parameters and click on a Tracker News title link to search for updates within a specified time frame Click Modify to open Tracker News Edit page. Make changes to criteria, then click Apply Changes to re-save your updated Tracker News search Click Delete to remove a Tracker News search Change the number of days (90 days maximum) and click Send to have all your Tracker News results for a specified time frame sent to the current address. Additional Support for CCH Internet Research Network o Built-in Help command o Training & Support tab: o CCH Customer Support (Mon-Fri from 8am to 6pm CT) o Telephone training - Wolters Kluwer Law & Business January
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