Using the Maintenance menu

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.

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