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CCH Software User Documentation

Using the Maintenance menu

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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.


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



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