CCH Axcess™ Knowledge Coach: Navigation Overview and Tips
- Article Type:
- Documentation
- Last Modified:
- 12/18/2019
Objectives
To understand navigation of an engagement in CCH Axcess Knowledge Coach.
Environment
- CCH Axcess
- CCH Axcess Knowledge Coach
Details
This video provides an overview and tips for navigating CCH Axcess™ Knowledge Coach.
Knowledge Coach includes three primary views that you will use on a daily basis. Basic information about each view is included in the table below.
Knowledge Coach includes three primary views that you will use on a daily basis. Basic information about each view is included in the table below.
Tips:
- To help familiarize yourself with these views, you can create sample engagements and navigate between the views.
- If you use multiple monitors and want to be able to view multiple Knowledge Coach pages side by side, you can right-click a link in Knowledge Coach and select to open the page in a new tab or browser. You can then drag the tabs or browser instances to different monitors.
View |
How to Access |
Description |
| All Engagements page |
| Location for starting new engagements and accessing existing ones, among other tasks. |
| Engagement view | From All Engagements:
| Lists all the forms included in the engagement and provides a high-level view of the engagement status. Most of the tasks performed here are at a form level, such as adding and deleting forms, adding notes, and signing off on forms. |
| Forms view |
| Forms are where the engagement workflow is managed. This is where you will respond to tailoring questions, specify the program steps, and analyze risks, among other tasks. |
from any page in Knowledge Coach to return here.Additional Information
N/A
| Solution Id | 000106492/CCH-Axcess-Knowledge-Coach-Navigation-Overview-and-Tips |
|---|---|
| Direct Link |
