CLASS admin cheat sheet

This set of articles provides links to useful parts of CLASS and has the same structure as the CLASS interface v2.3 click and expand on the below to find related articles.

Remember to check the navigation on the right-hand side of any link you open from this page for more related pages in the same section.

Quick useful weblinks:

Expand the below for more information on a CLASS module


Conflict Check

Conflict Check – Conflict Checking in CLASS

Conflict Check Searching – How to


New Intake

New Intake – New Intake onboarding new clients and utilising the Triage workflow

New User / General User CLASS Training – See training video on this


Searching in General:

All “Search” modules in CLASS generally benefit from the below knowledge in better filtering results or exporting them:

  • Searching – Searching in CLASS things to watch out for / best practice
  • Advanced Search – Using Filter Builder – Use of filter builder refine your search results in CLASS as you can generally export them to csv or excel
  • Adding Standard or Custom Fields with the Column Chooser – Add more standard fields to your searching views or even custom fields if they are configured correctly
  • CLASS worth noting the points on how to use this websites search too at the bottom. This is also the page that the on the top right while logged into CLASS itself:


Search clients

Is the collection of Full Clients in your CLASS search with ID ‘C’ in general. A client can have many services, documents etc underneath their record.


Search non-clients

Is the collection of “Non-Clients” and also have an ID of ‘C’ but their client category & client type fields will be different. non-clients are tied closely with the “Triage” workflow below.


Search services

Services have an ID that starts with ‘S’. While a client can have many services in CLASS a service can have many additional parties, documents, actions and or critical dates tied to it.



Triage is utilised with new-intake, recording client details before their service has been determined or you’ve taken them on as a full client. 


Search critical dates

For users with permission they are able to see all critical dates that have been entered as a product of an action of type “Critical Date“.


My Critical Dates

All critical date actions that have been “Assigned To” your worker account in CLASS.


My Services

All services that have been “Assigned To” your worker account in CLASS.


Search projects

Operates much the same as searching services except the ID for projects is ‘P‘ so in the “Project ID” column ensure you type a ‘P‘ if nothing is showing up.


Search project services

The ID for project services starts with a ‘Y’. Note that project services have their own “Funding Category” when you search them up in DIY reports get the “Project Service Funding Category” field on the “DIY Project Project Service Report”. 


My projects

Functions similar to my services but instead use a ‘P’ to filter your projects. Note that all Project Services sit under one individual project under the “Services” tab with the project itself opened.


My project services

Functions similar to ,y services but instead use a ‘Y’ to filter your project services.

📊 Reports

This module is to do with getting figures out of CLASS e.g. NLAP KPI’s there are 3 types of reports DIY, standard reports & drilldown reports.


Standard reports

Standard reports used to get figures, annual targets or NLAP requirements have a code where the ID’s pertain to what the report is about: S reports are for services & C reports are for clients for example.


Drill down reports

Drilldown reports these are a mid-way between standard and DIY reports having filters but are not as customisable:


DIY reports

Are fully customisable and can be used to get other reporting requirements that the standard reports don’t cover or to go into more detail:

🛠️ Accountability

The Accountability module in CLASS is for reporting financial progress reports to your program managers and for said program managers to review those reports.


Accountability for Centres


Accountability for Program Managers