CLASS admin cheat sheet

• Favouriting in CLASS – how to favourite
• Accounts Other Settings – Other user settings including WCAG and about your account 
• Too many tabs? Close all shortcut – Handy shortcut to close all CLASS tab’s / windows

• New User / General User CLASS Training

Conflict Check

Conflict Check – Conflict Checking in CLASS

Conflict Check Searching – How to

New Intake

New Intake – New Intake onboarding new clients and utilising the Triage workflow

New User / General User CLASS Training – See training video on this

Searching in General:

All “Search” modules in CLASS generally benefit from the below knowledge in better filtering results or exporting them:

• Searching – Searching in CLASS things to watch out for / best practice
• Advanced Search – Using Filter Builder – Use of filter builder refine your search results in CLASS as you can generally export them to csv or excel
• Adding Standard or Custom Fields with the Column Chooser – Add more standard fields to your searching views or even custom fields if they are configured correctly
• CLASS worth noting the points on how to use this websites search too at the bottom. This is also the page that the ? on the top right while logged into CLASS itself:
  

  
  

Search clients

Is the collection of Full Clients in your CLASS search with ID ‘C’ in general. A client can have many services, documents etc underneath their record.

• Search Clients – Search clients module
• Clients – More about clients
• Accessing your DMS from CLASS – Add a Link in Client Notes Field – Suggestions for improving your workflow if you store documents on another DMS such as SharePoint

Search non-clients

Is the collection of “Non-Clients” and also have an ID of ‘C’ but their client category & client type fields will be different. non-clients are tied closely with the “Triage” workflow below.

• Non-Clients – more about non-clients

Search services

Services have an ID that starts with ‘S’. While a client can have many services in CLASS a service can have many additional parties, documents, actions and or critical dates tied to it.

• Searching for a Service – General use of search services
• Services – Service parent page see child pages for more details such as additional party.
• General User Month – Clients, Services, Actions – Training module on this
• Actions – More about actions within the context of CLASS
• Reminders and Critical Dates – more about critical dates & reminders as a product of actions in CLASS under services.
• Document Management
• Accessing your DMS from CLASS – Add a Link in Client Notes Field – Suggestions for improving your workflow if you store documents on another DMS such as SharePoint

Triage

Triage is utilised with new-intake, recording client details before their service has been determined or you’ve taken them on as a full client. 

• Intake And Triage CLASS Training
• Triage – More about triage in general

Search critical dates

For users with permission they are able to see all critical dates that have been entered as a product of an action of type “Critical Date“.

• Critical Dates – general documentation
• Critical Dates List Page – about the module.

My Critical Dates

All critical date actions that have been “Assigned To” your worker account in CLASS.

• Critical Dates List Page – about the module.

My Services

All services that have been “Assigned To” your worker account in CLASS.

• Using My Services CLASS Module – about the module

• Services for the Community – general community module documentation
• Community Projects – Community module training

Search projects

Operates much the same as searching services except the ID for projects is ‘P‘ so in the “Project ID” column ensure you type a ‘P‘ if nothing is showing up.

• Services for the Community – General documentation
• Creating a Project – Creating projects

Search project services

The ID for project services starts with a ‘Y’. Note that project services have their own “Funding Category” when you search them up in DIY reports get the “Project Service Funding Category” field on the “DIY Project Project Service Report”. 

• Project Service Types – Types of project services
• Search Project Services – Search project services documentation
• Creating a Project Service – Create a project service

My projects

Functions similar to my services but instead use a ‘P’ to filter your projects. Note that all Project Services sit under one individual project under the “Services” tab with the project itself opened.

• Using My Services CLASS Module

My project services

Functions similar to ,y services but instead use a ‘Y’ to filter your project services.

• Using My Services CLASS Module

📊 Reports

This module is to do with getting figures out of CLASS e.g. NLAP KPI’s there are 3 types of reports DIY, standard reports & drilldown reports.

• Reporting FAQs – Reporting FAQ’s
• Geocoding and Adminisitrative Boundaries – Geocoding and “Administrative Boundaries” (from the Australian Bureau of Statistics – ABS)
• CLASS Report codes and CLSIS Report name mapping– CLSIS to CLASS report name mapping
• Working with Reports – Working with reports and general, describes common UI controls and timeouts under the child pages

Standard reports

Standard reports used to get figures, annual targets or NLAP requirements have a code where the ID’s pertain to what the report is about: S reports are for services & C reports are for clients for example.

• https://clcs.org.au/class/standard-reports  – List of standard reports
• https://clcs.org.au/class/training/standardreports7june2022 – Standard report training

Drill down reports

Drilldown reports these are a mid-way between standard and DIY reports having filters but are not as customisable:

• Drilldown Reports – more about drilldown reports and how to use their filters
• Drilldown And DIY Reports – Drilldown & DIY report training

DIY reports

Are fully customisable and can be used to get other reporting requirements that the standard reports don’t cover or to go into more detail:

• Drilldown And DIY Reports  – Drilldown & DIY report training
• DIY Reports– DIY report section several child pages
• Troubleshooting DIY Reports – Troubleshooting DIY reports
• DIY Sharing and Permissions – Best practice share your reports
• Comparing DIY Reports to Standard Reports – Comparing standard reports to DIY Reports requires filtering
• Recipes DIY Reports – Not sure how to get something out of CLASS? The recipe might be here.
  
  

🛠️ Accountability

The Accountability module in CLASS is for reporting financial progress reports to your program managers and for said program managers to review those reports.

• Accountability – General accountability section in CLASS
• Accountability Troubleshooting – Troubleshooting in accountability in CLASS
• Types of Accountability Reports – Types of accountability reports in CLASS
• List of Accountability Reports – List of accountability reports in CLASS
• Accountability CLASS Training – Accountability training video

Accountability for Centres

• Accountability for Centres – Details Centre use case for the CLASS module of accountability

Accountability for Program Managers

• Accountability for Program Managers– Details program managers use case for CLASS module of accountability