CCH Axcess Workstream - End User - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
1 hour for CPAs |
This course is designed to help you understand the basic principles of Workstream, as well as how to track projects, use Route Sheets and navigate the Dashboard. Views, column selection, and sorting also play an important role in tracking projects.
This course is excluded from all subscription packages.
Publication Date: June 2022
Designed For
All staff assigned to projects in Workstream or who assign staff to projects.
Learning Objectives
- Navigate through CCH Axcess Workstream
- Know-how projects are created using defaults brought in from the Project Type and Project Template
- Use Route Sheets and the Dashboard to maintain your assigned projects
- Take advantage of product integration to update project information
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Business Management & Organization (1 hour)
Program Prerequisites
None
Advance Preparation
None
