Table of contents
Overview
The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
Contents of this Section
Topics
- The Maintenance Map gives you a graphical view of the Maintenance menu.
- The Maintenance > Internal area in CCH Central lets you tailor the software to the way your practice is organised.
- 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 settings are used to set up access rights or prevent unauthorised access to areas within the application or to your practice's database.
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