Maintenance
The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
- Using the Maintenance area
- The Maintenance area gives you a graphical view of the Maintenance menu.
- Address/Phone/Website/Email address
- In CCH Central it is possible to setup different types of addresses, phones, websites and email addresses.
- Assignment
- Setting up a new Assignment Type
- Setting up an Assignment Template
- Setting up a new Assignment Template Group Type
- Setting up a new Milestone
- Adding or removing templates from an Assignment Template Group
- Editing an Assignment Template Group Type
- Editing milestones
- Deleting an Assignment Template
- Deleting an Assignment Template Group Type
- Deleting a milestone
- Linking an Assignment Template to a Product
- Client/Supplier
- The options under File > Maintenance > Client/Supplier are related to the general setup and maintenance information which will flow through Central and Practice Management.
- Internal
- The area in CCH Central under the main menu File > Maintenance > Internal is where you tailor the software to the way your practice is organised.
- Setting up an Office
- Setting up Association Types
- Setting up a Centre
- Setting up a Company
- Setting up a Department
- Setting up a Partner
- Setting up Responsability Types
- Deleting an Office
- Deleting Association Types
- Deleting a Centre
- Deleting a Company
- Deleting a Department
- Deleting a Partner
- Deleting a Responsibility Type
- About Unspecified and Unspec
- Setting up Online Filing credentials
- Setting up Task Codes
- Each task is represented by a short code in the system that represents a short name and description of the task. A Task Code is allocated to every task. Task codes are used to define the allocation, completion, budgeting, milestones, time and expenses, and reporting requirements of tasks in client assignments. CCH Central comes with some Task Codes already set up but you can add to these to address the unique needs of your practice. The system administrator usually adds task codes to the system.
- Security
- Security settings are used to set up access rights or prevent unauthorised access to areas within the application or to your practice's database.