Getting Started with CCH CPELink - Administrator On Boarding (Completed)
Date: Friday, February 21, 2020
| Begin Time: |
12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time |
| CPE Credit: |
0 hour for CPAs |
|
Are you a new subscriber to CCH CPELink and trying to figure out how to get started? Join us for a one-hour walk through of the system from an end-user perspective as well as for getting a handle on those administrative needs!
Please Note: This Course Does NOT Offer CPE and is intended to be an informational session regarding the use of CCH CPELink for new customers or those Admins who would like a refresher.
Who Should Attend
New Customers with a Subscription, Any Firm administrator looking for a refresher on admin functions
Learning Objectives
- Logging Into CCH CPELink
- Understanding the My Account and My Professional Profile areas
- How Staff Registers for Self-Study and Webinars based on Subscriptions
- How Staff can Retrieve Certificates
- Administrative Functions - How to Add/Remove Staff
- Administrative Functions - How to Assign Courses
- Administrative Functions - How to Register a Group for a Webinar
- Administrative Functions - How to Run Reports
- How to use Compliance Manager
- How to Create a Learning Ladder to Set Learning Requirements for Your Staff
- Where to find Help
Level
Overview
Instructional Method
Group: Internet-based
Program Prerequisites
Username, Password and a Subscription to CCH CPELink.
Advance Preparation
None
