NextGen Knowledge Center

Make Available Enterprise Worklog Manager

The Enterprise Worklog Manager facilitates you to manage tasks from different practices without having to log on to each practice.

  1. Open NextGen® Enterprise PM.
  2. Select Admin > Preferences > User > General.
    The User Preferences window opens.
  3. Select the Tasks tab.
    Tasks tab opened in the User Preferences window

  4. Select the Enterprise Worklog Manager checkbox.
    An application message appears asking about the confirmation for default selection of all practices for the Enterprise Worklog Manager.
  5. Select Yes for automatic pre-selection of all practices in the Practice field on the Enterprise Worklog Manager window or select No for manual selection.
    The Practice Defaults folder appears.
    Practice Defaults folder appears on the User Preferences window

  6. Select the Open Record Null button.
    The Practice Defaults window opens.

    All practices are listed in the Available section for whom you have security access rights.

    Practice Defaults window

  7. Select a practice and use the arrow buttons to add or remove practices to the Included section.

    Included practices are automatically pre-selected in the Practice field on the Enterprise Worklog Manager window in NextGen® Enterprise PM.

  8. To save changes and close the window, select OK.
Make Available Enterprise Worklog Manager