CCH Axcess Workflow™ – Training – Power Users/Web Admin

This 1.5 hour customized training session focused on CCH Axcess Workflow utilities. After this session, participants can use the utilities section to manage users, tasks, and settings.   

Type: Single client consulting
Who should attend: Web administrators, firm administrators
Advanced preparation: None
Prerequisites required: A completed CCH Axcess Workflow implementation, CCH Axcess Workflow – Workflow 101 – Application Overview, CCH Axcess Workflow – Workflow 201 – Key Functionality & CCH Axcess Workflow – Workflow 301 – Utilities Overview (live web-based group live sessions - offered weekly)
Prerequisites: None
Field of study: None
Program/course level: Basic

Objectives

• Overview of CCH Axcess Workflow Utilities  
• Custom session based on configuration decisions made during implementation 
• Focus on configuration utilities including user setup and user rights, mapping utilities, client utilities, and task utilities