CCH Axcess Workstream - End User Training

The CCH Axcess™ Workstream End User 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.

Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Business Management and Organization
Program/course level: Basic

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.