Navigating Workstream

Workstream uses navigation tools similar to those found in other areas of CCH Axcess™. The sections below describe some of these tools.

Application Menu

The Application menu contains the available actions for CCH Axcess™  product. The menu also provides access to user options and, if applicable, a list of recently accessed records. Click in the upper-left corner of the window to display the menu and view the available options.

Ribbon

The ribbon is used throughout CCH Axcess   . You no longer have to navigate menus or open multiple toolbars to locate the commands you need. Each ribbon can have multiple tabs. Commands displayed on each tab vary by module. On each tab, commands are grouped by similar functions.

You can control the appearance and functionality of the ribbon with the following features:

  • Minimize. You can minimize the ribbon by right-clicking the ribbon and selecting Minimize the Ribbon from the menu or by double-clicking a ribbon tab.
  • KeyTips. Each tab on the ribbon and each feature in a ribbon have corresponding keyboard commands. Press the Alt key to display the shortcuts and use your keyboard to execute ribbon commands.
  • ScreenTips. A description and, if applicable, a keyboard shortcut displays when you hover your mouse over each ribbon command.

Quick Access Toolbar

The Quick Access Toolbar is located beside the Application button and is used to access frequently used commands, such as a command to open Dashboard.

Click next to the Quick Access Toolbar to display the menu. You can move the toolbar position above or below the ribbon and show or hide the ribbon, depending on your preference.

See Customizing the Quick Access Toolbar for more information.

Grid Search

The Find command in the Grid View group on the Home tab searches all grid columns for the current grid view. This feature selects the rows containing content that matches your search criteria.

To search all grid columns in the current view for complete or partial criteria, do the following:

  1. Click in the Grid View group on the Home tab to display the Find window.
  2. Enter the complete criteria to search for specific records or partial information to search for similar matches.
  3. Click Find Next to select the first or next instance of your criteria in the grid. To search for another item, enter new criteria in the Find box and click Find Next.

Views

Views display filtered information about your projects in a grid format. You can use views as a quick way to view information about multiple projects. See Using Views for general information about navigating views.

Workstream provides a number of default views. You can modify these views by changing the view filters and selecting different columns to display. You also can create your own views. Information about adding or modifying views is included in the topic Managing Private Views.

Getting Support

You can directly link to supporting information for and assistance with CCH Axcess™. Click Get Support, located in the status bar, to do the following:

  • View trending articles. Click any of the links provided to read topical information about the products you use.
  • Ask a question. Submit a question or comment by opening a Support case or chat. You can track your case using a link on the Support site or from a link in the email notification that Support sends. You receive another email notification when Support responds to your request.