Bulk Insert – Referrals and Information

What is Bulk Insert Used for?

Users with CLASS Administrator permission can now access the new Bulk Insert tool for the monthly addition of Referral and Information Services. This is found in the CLASS menu: Tools / Bulk Insert. A record is created for each month, divided by Facilitated or Simple Referral Types. You will need to use a different bulk insert for each funding category you use for information and referral. Information Services can be bulk added to either of these categories, via the far right ‘Information Only’ column of the numbers grid, located under the ‘Details’ Tab.

Please note the front page ‘Bulk Insert’ tab of each monthly record has an important tick box called “Locked”. This must be unticked to add or edit numbers in the numbers grid. Once you have completed your record and saved, tick the “Locked” box and Save the record again, as this will add the Information and Services numbers to Service Count reports.