There has been a recent trend nationally for Community Legal Centres to add a CMS (Case Management System) to their CLASS system tools. Currently, the most popular CMS tool that is being added is Actionstep, followed closely by Consensus. As centres start to use Actionstep as their primary Case Management System, we have noticed that there is some confusion and misconceptions across our sector relating to CLCs’ Australia’s CLASS Data Import Tool and how it works with centres who are using the Actionstep Konekta sync tool.
If your centre is one of the centres who are migrating to Actionstep or a different CMS, we have answered below a few ‘FAQs” that are being regularly asked about this process and the CLASS import tool.
The sector has been advised via email and other communication channels, the Data Import Tool is not working to import data from Actionstep using the Konekta Sync template back into CLASS. Some Actionstep and other type of CMS centres use make successful use of the tool to import back into CLASS. These particular centres moved into their new CMS system independently and have used other options/customisations to make the Data Import Tool work. Specifically, the Data Import Tool has failed to work with the Actionstep Konekta Sync Tool.
As some centres who have gone live using the Konekta Sync Template have stopped entering data into CLASS and are now using Actionstep as their sole case management system and data collection tool, this has meant that they require additional support with their NLAP and quarterly reporting obligations as this information cannot be successfully synced back to CLASS using the Data Import Tool.
Do I need to double enter my centre’s information inside CLASS after we have ‘GONE LIVE’ with Actionstep?
What happens to my CLASS data after my centre is live in Actionstep?
The data in CLASS just stays there for you to query if required, if you feel something has been missed from migration, so that person can update the Actionstep client file if required.
Who will help me with my centre’s NLAP (and operational) Reports for next Quarter?