2. Client, New Client, New Client Activity

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: 

 

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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. 
CLASS also has 'Other name' field which combines other name, nickname, or middle name.

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.