Improvements to DIY reports

This update changes the behaviour of DIY reports in order to improve speed and performance when handling very large sets of data. New features include:

  • A new drop down menu in the Filter Panel for selecting Additional Fields
  • Improved handling of requests for large amounts of data

Release date: 10-11th April 2021.

If you have any feedback or questions about any of these, please email the CLASS helpdesk. We are committed to a process of continuous improvement and providing features that meet the needs of Centres, their staff and volunteers.

Detailed release notes

Additional Fields on DIY Reports

What happened previously

What has changed

All fields, including less commonly utilised ones, were brought into the query of a DIY report. This made it difficult to run reports on very large amounts of data.

  • An Additional Fields drop down has been added to the Filter Panel for each DIY report
  • This drop down is populated with fields relevant to that report which can be selected or selected as needed in order to run reports
  • For a full list of which fields are available on which reports, and where those fields appear in CLASS, please see below.

 PMT: PMT-1325

Services Open At Start of Reporting Period in DIY Reports

What happened previously

What has changed

You could not previously report on services open at the start of a period in DIY reports

  • A new option has been added to the "Additional Reporting Dates" dropdown filter of all DIY Service reports called "Active Services"
  • This filter will select all Court/Tribunal, Other Representation, and Dispute Resolution Services that have an Open Date before the Start Date and a Close Date that is either blank or during the reporting period.

 PMT: PMT-1239

Custom Fields on DIY Reports

What happened previously

What has changed

Custom fields on Actions and Additional Parties were not reportable in DIY reports

Custom Action fields can now be reported on in:

  • DIY Service Actions
  • DIY Project Service Actions

Custom Additional Party fields can now be reported on in:

  • DIY Service Additional Parties

 PMT: PMT-971

 

Known issues related to this release

Issue

Update

The name "Active Services" is not reflective of what this option does

We are requesting a change to this name to reflect that this relates to services open at the start date of a reporting period

Ongoing Non-legal Support is not included in the "Active Services" date option

We are requesting this service type is added to reflect that non-legal casework may be relevant for reporting on this criteria.

Additional Field Details

DIY Service Client

Additional Field

Field Location in CLASS

Debits and Recovery

Service Record > Problem Type Details

Disability Discrimination Area

Service Record > Service Characteristics

Disability Status

Service Record > Service Characteristics

Eligibility Qualification

Service Record > Problem Type Details

Income Source

Client Record > Income Details

Linked Client

Service Record > Basic Data

Linked Service

Service Record > Basic Data

Payment Entitlement Type

Service Record > Problem Type Details

Privacy Type

Client Record > Contact Details

Problem Type

Service Record > Basic Data

Rate and Payability

Service Record > Problem Type Details

Referral (Facilitated)

Service Record > Referral

Referral (Simple)

Service Record > Referral

Service Administration

Service Record > Problem Type Details

Service Assigned To

Service Record > Basic Data

 

DIY Client Additional Details

Additional Field

Field Location in CLASS

Client Additional Address

Client Record > Additional Details

Client Additional Email

Client Record > Additional Details

Client Additional Name

Client Record > Additional Details

Client Additional Phone

Client Record > Additional Details

Income Source

Client Record > Income Details

Privacy Type

Client Record > Contact Details

 

DIY Client Documents

Additional Field

Field Location in CLASS

Income Source

Client Record > Income Details

Privacy Type

Client Record > Contact Details

 

DIY Project Project Service

Additional Field

Field Location in CLASS

Project Assigned To

Project Record > Project Workers

Project Service Activity Type

Project Service Record > Service Details

Project Service Assigned To

Project Service Record > Service Characteristics

Project Service Law Type

Project Service Record > Service Characteristics

Project Service Problem Type

Project Service Record > Service Characteristics

 

DIY Project Service Action

Additional Field

Field Location in CLASS

Action Assigned To

Project Service Record > Action

Action Supervisor

Project Service Record > Action

Project Service Activity Type

Project Service Record > Service Details

Project Service Assigned To

Project Service Record > Service Characteristics

Project Service Law Type

Project Service Record > Service Characteristics

Project Service Problem Type

Project Service Record > Service Characteristics

 

DIY Project Service Critical Dates

Additional Field

Field Location in CLASS

Critical Date Assigned To

Project Service Record > Critical Dates

Project Service Activity Type

Project Service Record > Service Details

Project Service Assigned To

Project Service Record > Service Characteristics

Project Service Law Type

Project Service Record > Service Characteristics

Project Service Problem Type

Project Service Record > Service Characteristics

 

DIY Project Service Documents

Additional Field

Field Location in CLASS

Project Service Activity Type

Project Service Record > Service Details

Project Service Assigned To

Project Service Record > Service Characteristics

Project Service Law Type

Project Service Record > Service Characteristics

Project Service Problem Type

Project Service Record > Service Characteristics

 

DIY Service Actions

Additional Field

Field Location in CLASS

Action Assigned To

Service Record > Actions

Action Supervisor

Service Record > Actions

Debits and Recovery

Service Record > Problem Type Details

Disability Discrimination Area

Project Service Record > Service Characteristics

Disability Status

Service Record > Service Characteristics

Eligibility Qualification

Service Record > Problem Type Details

Linked Client

Service Record > Basic Data

Linked Service

Service Record > Basic Data

Payment Entitlement Type

Service Record > Problem Type Details

Problem Type

Service Record > Basic Data

Rate and Payability

Service Record > Problem Type Details

Referral (Facilitated)

Service Record > Referral

Referral (Simple)

Service Record > Referral

Service Administration

Service Record > Problem Type Details

Service Assigned To

Service Record > Basic Data

 

DIY Service Additional Parties

Additional Field

Field Location in CLASS

Debits and Recovery

Service Record > Problem Type Details

Disability Discrimination Area

Project Service Record > Service Characteristics

Disability Status

Service Record > Service Characteristics

Eligibility Qualification

Service Record > Problem Type Details

Linked Client

Service Record > Basic Data

Linked Service

Service Record > Basic Data

Payment Entitlement Type

Service Record > Problem Type Details

Problem Type

Service Record > Basic Data

Rate and Payability

Service Record > Problem Type Details

Referral (Facilitated)

Service Record > Referral

Referral (Simple)

Service Record > Referral

Service Administration

Service Record > Problem Type Details

Service Assigned To

Service Record > Basic Data

 

DIY Service Critical Dates

Additional Field

Field Location in CLASS

Debits and Recovery

Service Record > Problem Type Details

Disability Discrimination Area

Project Service Record > Service Characteristics

Disability Status

Service Record > Service Characteristics

Eligibility Qualification

Service Record > Problem Type Details

Linked Client

Service Record > Basic Data

Linked Service

Service Record > Basic Data

Payment Entitlement Type

Service Record > Problem Type Details

Problem Type

Service Record > Basic Data

Rate and Payability

Service Record > Problem Type Details

Referral (Facilitated)

Service Record > Referral

Referral (Simple)

Service Record > Referral

Service Administration

Service Record > Problem Type Details

Service Assigned To

Service Record > Basic Data

 

DIY Service Documents

Additional Field

Field Location in CLASS

Debits and Recovery

Service Record > Problem Type Details

Disability Discrimination Area

Project Service Record > Service Characteristics

Disability Status

Service Record > Service Characteristics

Eligibility Qualification

Service Record > Problem Type Details

Linked Client

Service Record > Basic Data

Linked Service

Service Record > Basic Data

Payment Entitlement Type

Service Record > Problem Type Details

Problem Type

Service Record > Basic Data

Rate and Payability

Service Record > Problem Type Details

Referral (Facilitated)

Service Record > Referral

Referral (Simple)

Service Record > Referral

Service Administration

Service Record > Problem Type Details

Service Assigned To

Service Record > Basic Data