The Accountability module allows centres to submit reports to their funding Program Managers. These reports are different to service and client reports. Examples of Accountability reports are; annual targets, 12 months funds report and progress reports. A full list of Accountability reports can be seen here. Please note that not all reports may be applicable to your centre. Contact your program manager or consult your funding agreement if unsure.
If you cannot see the sections indicated in the below screenshot, it may be because your CLASS account doesn’t have the correct permissions set. You can contact your CLASS administrator to get access.
From the CLASS home page, select “Reports & Accountability”, then “Accountability” (as seen in the screenshot above).
Step 2 – Select Report
The landing page displays the list of available reports set by your Program Manager. These can filtered in numerous ways. For example;
By Financial Year
Use the “Name” column to see all the different reports for the financial year.
Step 4 – Extensions
Program Managers set the due dates for each report and these are typically set out in your funding agreement. You can request an extension for a particular report via CLASS, however it is helpful to also discuss this with your program manager.
To request an extension:
Extensions must be approved by program manager. Contact your program manager for confirmation.
You can view your extension history and approval status by selecting Show Adjustments.
Report Type: Reports will either require data entry into CLASS (e.g. budget and annual targets) OR uploading a document to CLASS (e.g. annual report)
Step 5a – Data Entry
For the purposes of instructions, we will use 12 Month Funds Report as an example.
Negative Values: You cannot (currently) enter negative values, e.g. deficits. This has been raised with the developer and will be fixed as soon as possible.
Total Sums: Totals are calculated after the report is saved.
Step 5b – Document Upload
For more detail about how CLASS manages documents, click here.
Step 6 – Submit & Approval Status
Once you have entered in your report data, or uploaded the document, you need to submit your report for approval.
Once the Program Manager has approved or not approved the report, the status will be updated.
You can navigate back to a report to view, edit or export at any time.