Set up categories
IT Manager Practice Admin
The Practice Engine Web Control (PEWC) is used to set up the core categories and parameters used by the system. It consists of:
- Main Categories
- Special Categories
- Permissions
- General Categories
Main Categories
Set up categories - report layouts
Maintain custom job portfolios
Special Categories
Maintain collection letter layouts
Maintain keep in touch settings
Maintain prospect opportunity rates
Maintain jurisdiction statuses
Maintain billing layout options
Permissions
Maintain special portfolio permissions
General Categories
Set up event types, classes and actions