startUsing the Maintenance menu
How To

Using the Maintenance menu

CCH Practice Management
Last update: Reading time 2 minutes
Maintenance

    Functions of the Maintenance menu

    From within the Maintenance menu, you can configure the application to:

    • represent the structure of the practice

    • extend the functionality of the application

    • connect to other CCH applications

    Configuring the application is essential for:

    • providing the correct settings to enable employees to carry out work

    • keeping the application secure so that settings are not inadvertently changed

    • launching compliant applications

    The system administrator is responsible for configuring and maintaining the application so that:

    • recorded information is structured correctly and useful to the practice

    • linked applications launch and operate correctly.

    Configuring and maintaining the application takes place from the Main Menu>Maintenance and covers such areas as:

    • the practice structure — companies, offices, departments, centres, partners

    • employee categories, and leave types

    • security groups, security permissions and adding employees to a security group

    • custom fields and categories

    • alias types and address, phone and email types

    • document creation settings.

    All information created and maintained under the Maintenance menu has an impact on the operating system of the application. As a result, if there is any doubt as to what needs to be done, please contact a CCH Consultant.

    Related

    The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.

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