This is the “New Client Activity” Screen from CLSIS. The RED numbers on the screenshot below indicate each of the CLSIS fields, which are documented in the table that follows along with their equivalent CLASS fields.
Most of these fields correspond to the CLASS Client screen (Client Tab) which can be found by searching for a Client (e.g. via CLASS Menu / Search Clients link) or by creating a new Client. Find out more about how CLASS deals with Clients here:
Page: Clients
# | CLSIS field | CLASS screen | CLASS field | Notes |
|---|---|---|---|---|
1 | ClientID | Client Details > Client Tab | Client ID | Instructions: Search Clients: find a client > click link on client ID. Client IDs are created automatically with new Clients. |
2 | Client Type | Client Details > Client | Client Type | Client Type options include: Individual, Organisation, Government Body or Agency. Selecting these options will change applicable related fields. |
3 | Family Name | Client Details > Client | Last Name | Note Name change. |
4 | First Name | Client Details > Client | First Name | |
5 | Street | Client Details > Client | Street |
|
6 | Suburb/Town/Locality | Client Details > Client | Suburb/Town | Note slight name change.This field is pre-populated, and auto-suggests Postcode |
7 | State | Client Details > Client | State | |
8 | Postcode | Client Details > Client | Postcode | Linked to above – 6 Suburb / Town |
9 | Type (Address Type) | Client Details > Client | Address Type | Includes option to retain ‘Former’ addresses, which is generally encouraged to avoid confusion. |
10 | Address additional | Client > Additional Details Tab | Additional Address | Allows for multiple addresses, and for setting a ‘Primary’ address which will be displayed on main Client tab. |
11 | Telephone | Client Details > Client | Mobile, Other Phone Type, Other Phone | Telephone field is split in two. ‘Mobile’ field is separated for SMS messaging purposes (future functionality) and ‘Other Phone Type’ and ‘Other Phone’ fields are linked, and used for Home, Work, etc. Multiple Other Phones (including 2nd mobiles etc) can be stored in ‘Other Phone’ field via Additional Details Tab. |
12 | Telephone additional | Client Details > Additional Details | Telephone Number additional | As for above – ’11 Telephone’ field. Allows for setting a ‘Primary’ number which will be displayed in ‘Other Phone’ field on main Client tab. |
13 | Email address | Client Details > Client | Email Type, Email | CLASS allows for multiple emails, and each requires an email type such as Home, Work, Former etc. See also below ’14 Email Additional’ |
14 | Email additional | Client Details > Additional Details | Email address addtional | As above – 13 Email Address’ and allows for selecting a ‘Primary’ which will be displayed on main Client tab. |
15 | Date of Birth | Client Details > Client | Date of Birth | Links to ’16 – Date of Birth Type’ below |
16 | Date of Birth Unkown | Client Details > Client | Date of Birth Type | This field has expanded with further options, and links to Date of Birth field above. |
17 | Sex | Client Details > Client | Gender | This field has more options in keeping with ABS standards. |
18 | Last Worker | Client > Client Audit tab | Client Audit, Service Assignee | The last edit of Client will be locatable using the Client Audit function (if enabled). Workers are also attached to each Service at ‘Assigned to’ field |
19 | Last Activity Date | Client > Client Audit tab | Client Audit | The last edit of Client will be locatable using the Client Audit function (if enabled). Most recent changes to services are available at each Service, via Closed Date or Service Audit Tab. |
20 | Family Type | Client Details > Client | Family Type | No longer reported on in CLASS has been absorbed by centres can still use this field if they wish to however its not reported on. Relationship Status , Number of Dependant Children and Number of other Dependants. |
21 | Indigenous status | Client > Client | Aboriginal & Torres Strait Islander status | Note Name Change |
22 | Main Language Spoken | Client Details > Client | Main Language Spoken at home | Note Name Change. This field retains ABS codes, and may be searchable in field box by code or Language name (just start typing) |
23 | Proficiency in English | Client Details > Client | Proficiency in English – Spoken, Proficiency in English – Written | Note – now split into two fields, in accordance with New Data Standards. |
24 | Disability Indicator | Service > Service Details > Service Characteristics Group | Disability Status | This field has moved to Service, as status may change over time, from Service to Service. Note: multiple options may be selected. Options Updated in accordance with New Data Standards. See also – 15 Disability Type |
25 | Disability Type | Service > Service Details > Service Characteristics Group | Disability Status | As above – 14 Disability Indicator. This field has merged with the above, and also moved to Service, as status may change over time. Note: multiple options may be selected. |
26 | Income Scale | Client Details > Client > Income Details Group | Income Level | Note Name change. Options have been updated. |
27 | Income Source | Client Details > Client > Income Details Group | Income Source |
|
28 | Country of Birth | Client Details > Client | Country of Birth | This field retains ABS codes, and may be searchable in field box by code or Language name (just start typing) |
29 | Year of arrival | Client Details > Client | Year of arrival | |
30 | Client Notes | Client Details > Client | Notes, Flagged tickbox. | These notes are located at the bottom of the CLASS Client Screen, main Tab. Important Note: In CLSIS writing in this field ‘flagged’ the client by changing the Client number to Red in CLSIS Searches. This mechanism has changed. There is now a new Tickbox called ‘Flagged’ on the main Client Screen in the ‘Basic Data’ Group. This box will need to be ticked for the Client to be marked in red in searches and in the background of the Client Screen. Also, there are now many other types of notes that can be attached to Clients via the Services Actions Tab. This can be useful if it is preferred to keep sensitive information away from the main Client page. For example a user could create a separate ‘Flagged’ Note. |
