5. Conflict Check

In CLASS there are actually three places where Users can get to the Conflict Check function. The first is designed to be similar to CLSIS, it is via the menu: CLASS / Conflict Check. This can be considered a simple conflict check. The other two methods are via the New Intake Workflow.  This is a 5 step workflow, and the second step is where Additional Parties are added, (either Related or Other parties) and from here you can conflict check these other parties. Step three of intake takes the user to the potential client's Conflict Check screen. Find out more on the CLASS methods here: 

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It also should be noted that the CLASS Conflict Check method uses the 'Search and Sort' Method.   Fields from CLSIS listed here may either be in the CLASS Search section (above), or the Sort section (below the search and sort border).

The following shows the CLSIS Screens and then explains where the equivalent fields and functions have ended up in CLASS. 

 

#

CLSIS field

CLASS screen

CLASS field

Notes

1

Family Name /Alias

Conflict Check, Search Section

Last Name, Other Name

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

2

First Name / Alias

Conflict Check, Search Section

First Name

 

3

Field: Sex

Conflict Check, Sort Section

Gender

Note name change, and options have been updated in accordance with the New Data Standards. If not showing this field can be added to the Sort Columns by clicking 'customise' and dragging the field into the column headings

5

Date of Birth

Conflict Check, Search Section

Date of Birth

 

6

Street

Conflict Check, Search and Sort Sections

Street

If not showing in Sort Columns this field can be added by clicking 'customise' and dragging the field into the column headings

7

Suburb/Town/Locality

Conflict Check, Search and Sort Sections

Suburb

If not showing in Sort Columns this field can be added by clicking 'customise' and dragging the field into the column headings

8

Postcode

Conflict Check, Sort Section

Postcode

If not showing in Sort Columns this field can be added by clicking 'customise' and dragging the field into the column headings

9

Exact Name/Address search (checkbox)

Conflict Check, Search Section

Search Section

Covered by search Section by adding all details

10

ID

Conflict Check, Sort Section

Service ID

If not showing in Sort Columns this field can be added by clicking 'customise' and dragging the field into the column headings

11 Type Conflict Check > Results Conflict Check Results CLASS Conflict Check results are Categorised into two Groups, the top Group are 'Type: Clients', the Bottom Group are 'Type: Additional Parties'. If there is a large List of results, and the User needs to inspect 'Additional Parties' Click the Triangle Next to 'Type: Clients' to hide them, this will show the list of 'Type: Additional Parties' underneath. 

Additional Parties are also further divided up into two types in the 'Party Type' Column. To Filter to just one or the other, type 'Other' or 'Related' into the 'Party Type' Sort Field, and press enter.

12

Name

Conflict Check > Results

First Name, Last Name, Other / Organisation Name

This is split into three columns

13

Suburb/Town/Locality

Conflict Check > Results

Suburb

If not showing in Sort Columns this field can be added by clicking 'customise' and dragging the field into the column headings

15

Postcode

Conflict Check > Results

not displayed

If not showing in Sort Columns this field can be added by clicking 'customise' and dragging the field into the column headings

16

Date of Birth

Conflict Check, Search Section

Date of Birth

 

17

Problems types 1

Conflict Check, Sort Section

Problems Type

 

18

Family Name /Alias

Conflict Check

Last Name

 

19

First Name / Alias

Conflict Check

First Name

 

20

Family Name /Alias 2

Conflict Check

Last Name

 

21

First Name / Alias

Conflict Check

First Name

 

 

5.1 Conflict Search

 

#

CLSIS field

CLASS screen

CLASS field

Notes

23

Matter ID

Conflict Check

Service details via Service Type (link)

User needs to click on Service Type link in results list to get to service details

24

First Activity Date

Conflict Check

Open Date

 

25

Problems types 2 - 4

Conflict Check

Problem type

Multiple Problem types are listed in result.