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Online Training AccessE11: Customers Only – Level 2 Users

May 15, 2018 @ 1:00 pm - 2:00 pm

Case management for the advanced user

The course is designed for user who have a basic knowledge and hands-on experience with AccessE11.
The user must be a Case Office Staff at a minimum.

It is focused on the dashboard, how to use it, some of the reports that can be run and the easiest ways to modify a case or see what is on your to do list for today. It will also cover advanced search functions and preset reports.

In this course we will cover:

  • dashboard usage and management,
  • case administration for managers – reassigning adding tasks etc.
  • Job Tracking and Management

The attendee must already be competent in case creation and contact management.
This course will be taught at a mid-fast rate to cover all the information.
A 10 minute question session will be held at the end.

It is a good one for managers or supervisors.

Must confirm by sending email to bpinch@accessE11.com
by Noon May 14th to get workbook and to receive login credentials 

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May 15, 2018
1:00 pm - 2:00 pm
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