Actions – Standard Fields List

Here is the full list of Standard fields attached to Actions in CLASS.

NameDescriptionEdit Options
Action TypeCan be added, edited or hidden etc. Two main parent types, Note types and Date (reminder) types. Types & Categories
Contact methodSimilar to Mode of Service delivery on some Services. Face 2 face, email, phone etc. Recording each contact. Types & Categories
DescriptionPrimary Action Note field. Click “Design” (tab at bottom) to edit and add links etc. Click Preview (tab at bottom) to see final version, and make links clickable. In Page
Date Of CreationDate time, defaults to date of creation. In Page
Assigned toImportant for “My Critical Dates” In Page
SupervisorLike above. Good for tracking “My Critical Dates” etcIn Page
Completetick box – see critical DatesIn Page
CriticalMarks as CriticalIn Page
Reminder Email templateSelectable. Templates are editable under System Settings. Go to helpdesk for supportIn Page
Due Datefor Certain Actions, usually means you will have this main date (e.g. court date) AND also a reminder (e.g. 2 days before)In Page
Reminder dateReminder date. Can be email or in list. In Page
   
Send Calendar FileTicking this will upon saving a browser download of a calendar file designed to be added to calendar. In Page
Created ByWorker who first created the Action, ie. Did the data entry, automates to who is logged in at creation, but can be editedIn Page
Court TypeCourt Attendance Action. Best used edited, and localised by actual court / tribunal names.Types & Categories
No of AttendancesTo track How many times to courtIn Page
Attendance DateTrack Court Date. In Page
Minutes Spent. For tracking this court attendance Court Date, wheres tracking total time of Service would be on Service / Estimated time spentIn Page
Client AttendedIndicated attendance, In Page
Hearing TypeCan be edited. Types & Categories
Appearance Typee.g. Conciliation, representation, submission, can be editedTypes & Categories
Client AdvisedTick boxIn Page

 

Mandatory Fields 

The following are the default mandatory fields: 

  • Action Type
  • Created by
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