FAQs about Project Management
Training and Consultancy
Q. How many people can attend the session?
A. The number of delegates on each session will depend on the agreed delivery. Online sessions will be run as 'Hands on' by a consultant which is restricted to 10 delegates or run 'webinar' which is restricted to 25 delegates. For onsite sessions the maximum number of delegates is 6.
Q. Should I attend my session or a laptop/ desktop?
A. Each delegate will need their own device. A monitor will provide a bigger screen, enabling you to see the detail more easily. If possible, 2 screens would be ideal to see the Teams meeting and view Central on your own device. This would allow you to follow the training on your Central software and where applicable make the changes to the setup as you need. We do not recommend that you attend your sessions on a mobile phone.
Q. I need to rearrange my training, what's the policy?
A. You may reschedule the days at no charge up to 15 full working days ahead of the agreed dates. If you reschedule the agreed dates between 10 - 14 full working days from the agreed dates, we retain the right to charge 50% of the associated fee. If you reschedule the agreed dates less than 10 full working days from the agreed dates, we retain the right to charge 100% of the associated fee.
All ordered services must be confirmed and delivered within 12 months from the order date.
Q. What is consultancy?
A. Consultancy sessions help you get the best, at practise level, from CCH. You can find more information on it here.
Q. What happens before my session?
A. The consultant carrying out your session will contact you ahead of time. Please make sure you have submitted in advance your technical questionnaire, if required, and have read through the information provided on Userdocs regarding your session.
Q. Will I receive notes from the session?
A. Your consultant will take notes during your session and depending on the type of session these may be shared with you. Your consultant will advise how, when and if you will receive the notes. They will also recommend relevant eLearning and Userdocs to support the session.
Technical
Q. What are the recommended system requirements?
A. For details on our Standalone and Multi-User requirements, click here.
General
Q. Can I have more than one Project Lead?
A. We would recommend that you have one project lead. However you may wish to have multiple people who will makes decisions regarding your project. To keep everyone informed of the detail please ensure that they are all copied in to any communication and that your project manager/scheduler knows their contact details.
Q. Who should I contact when I have a question?
A. During a project implementation it is best to contact your project manager with your question and they will either be able to help or contact someone who can. It may be that you need to raise a support ticket if you have a technical issue. You may also find the answer you need on the Support Portal as that is where you will find eLearning, Userdocs and our customer community. Further details on types of support can be found here.
Q. How do I log a query?
A. You can log a support ticket on our Support Portal. Further details regarding this including a quick video guide can be found here.
Q. What if I need to change the scope of my project?
A. The scope will be defined and agreed at the start of your project by your project manager. If something needs to change it is best to speak to your project manager first. It may be a small change that doesn't affect your implementation or your account manager may need to get involved to discuss the options.
Q. I have some questions around CCH, can I have a 30 minute chat with a consultant?
A. Unfortunately, our consultants are booked weeks in advance, so they are not often available at short notice. It may be that you require a consultancy session which would be chargeable or you may find what you're looking for on the Support Portal.
Q. What is best practice for CCH?
A. During your training, your consultants will show you how to use the software specific to the training session that you are undertaking at the time. If you require further detail or clarification then they can recommend what they believe would be best practice for you but this may require a chargeable consultancy session with them.
Q. What if I need more sessions?
A.This is not an issue, simply speak to your account manager and project manager and they will ensure that a new order is raised and the sessions are scheduled for you.
Q. Do you have eLearning?
A. Absolutely, we have a great selection of training videos on our Support Portal, a great place to start is here