CCH Axcess Workstream - Administrator - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
2 hours for CPAs |
In this interactive eLearning course, you will learn to Use CCH Axcess Workstream to manage projects and work steps at the managerial or administrative level. Beginning with the basic principles of Workstream, understand how to track projects, use Route Sheets and navigate the Dashboard. On the administrative side, learn how to create projects, and roll projects forward to leverage data from the prior year.
Note: This session contains an overview of Workstream to get started, and can replace the End User eLearning course.
This course is excluded from all subscription packages.
Publication Date: June 2022
Designed For
All staff managing or maintaining projects, editing project information, and assigning staff to projects
Learning Objectives
- Navigate through CCH Axcess Workstream
- Use Route Sheets and the Dashboard to maintain your assigned projects
- Manage projects, Forms and Worksteps
- Extend projects
- Roll forward projects
- Understand and create Views
- Take advantage of product integration to update project information
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
None
Advance Preparation
None
