Getting Started with CCH CPELink - Administrator On Boarding (Completed)

Date: Friday, November 9, 2018
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  0 hour for CPAs

Are you a new subscriber to CCH CPELink and are trying to figure out how to get started? Join us for a one-hour walk through of the system from an end-user perspective as well as for getting a handle on those administrative needs!

Please Note: This Course Does NOT Offer CPE and is intended to be an informational session regarding the use of CCH CPELink for new customers or those Admins who would like a refresher.

Who Should Attend
New Customers with a Subscription, Any Firm administrator looking for a refresher on admin functions

Learning Objectives

  • Logging Into CCH CPELink
  • Understanding the My Account and My Professional Profile areas
  • How Staff Registers for Self-Study and Webinars based on Subscriptions
  • How Staff can Retrieve Certificates
  • Administrative Functions - How to Add/Remove Staff
  • Administrative Functions - How to Assign Courses
  • Administrative Functions - How to Register a Group for a Webinar
  • Administrative Functions - How to Run Reports
  • How to use Compliance Manager
  • How to Create a Learning Ladder to Set Learning Requirements for Your Staff
  • Where to find Help

Level
Overview

Instructional Method
Group: Internet-based

Program Prerequisites
Username, Password and a Subscription to CCH CPELink.

Advance Preparation
None

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