CCH Axcess Workflow™ – Training – All End Users

This 1.5-hour customized training session focuses on your firm’s implementation decisions.  After this session participants will be able to log into the application, define icons and filters, utilize the My View page, move tasks, search for tasks, define sections of control sheet, use key areas including deliverables, assembly shipping and reports.  

Type: Single client training
Who should attend: Firm implementation / champions team members
Advanced preparation: None
Prerequisites required: A completed CCH Axcess Workflow implementation, CCH Axcess Workflow™ – Workflow 101 – Application Overview, and CCH Axcess Workflow™ – Workflow 201 – Key Functionality (live web-based group live sessions - offered weekly)
Prerequisites: None
Field of study: None
Program/course level: Basic

Objectives

• Overview of the CCH Axcess Workflow application   
• Custom session based on configuration decisions made during implementation
• Focus on end user custom My View page and assignments 
• Search, move, update, and save task level details. 
• Take a deep dive into routing sheet fields