S 11. Services to Annual Targets

Overview

Previously known as: CA11 Outputs – Full Breakdown
Purpose: S11 delivers a breakdown of Total Number of Clients, Discrete Assistance, Ongoing Services, Representation Services and Community Project Services against their Target for Financial Year, and the % figure of the numbers delivered in comparison to the set Targets. Columns show: Number of Clients and Services Targets for Financial Year % figure of the clients and services numbers in comparison to the set targets Rows show: Total Number of Clients New Clients* (See Notes) Repeat Clients Existing Clients Discrete Assistance Information Referral Total Number of Legal Advice Number of Legal Advice broken down by mode of delivery Total Number of Legal Task Number of Legal Task broken down by mode of delivery Discrete Non-Legal Support Ongoing Non-Legal Support (See Notes)* Facilitated Resolution Process Duty Lawyer Ongoing or Representation Services Dispute Resolution Open at start Open during period Closed during period Court/Tribunal Open at start Open during period Closed during period Other Representation Open at start Open during period Closed during period Community Project Services Community Legal Education Resources Activities Law Reform and Stakeholder Engagement Law Reform Stakeholder Engagement
Report Type: Standard
Similar to: S01. Services for Individuals Count (custom)

Preview

Notes

The following should be considered when analysing this report

New Clients
Sometimes New Clients can be higher than Total Number of Clients as seen below, which has perplexed some users.

New Clients can be higher than Total Number of Clients because included in New Clients count are those who received ongoing services, without a close date in the selected period. In summary:
- New Clients field returns the number of clients with their first Open Date within the time period you chose. This includes Ongoing Services with no Close Date.
- Total Number of Clients field returns the number of clients with a Reporting Date within the time period you chose. For Discrete Services this means their open date, and for Ongoing Services this would be their close date. This is an NPA requirement, as the NPA does not count a service delivered until an ongoing service has a close date.
In other words, Total Number of Clients only counts clients with Discrete Services, or Ongoing Services with a close date. New Clients, however, counts all clients with Services that have an open date. Therefore, in occasional cases it means the count of New Clients is higher than Total Number of Clients.

Ongoing Services / Close Date
Ongoing services are reported on using Close Date. This applies to all reports, unless stated otherwise. Ongoing services include Other Representation, Court/Tribunal, Dispute Resolution and Ongoing Non Legal Support.
Discrete Services / Open Date
Discrete service are reported on using Date of Service (a.k.a Open Date). This applies to all reports, unless stated otherwise. Discrete services include Legal Advice, Legal Task, Duty Lawyer, Facilitated Resolution Process and Information.
Referrals can be made as a stand alone service or as part of another service, as seen in the screenshots below. This report counts each referral recorded on the service record, combining Simple and Facilitated Referrals. Future reports will distinguish between these types.

From a new intake, one can make referral as a standalone service.

One can also select a different service type, such as Legal Advice, and put down information for simple or facilitated referral performed as part of another service. For example, on a Legal Advice you may select 2 organisations in the Referral To (Simple) field, and 1 organisation in the Referral To (Facilitated) field. This is considered as 3 referrals.

Definitions

All data must meet the criteria specified in the definitions below as well as the date and funding category criteria set in the filters selected.

	Number	Target for Financial Year	Percentage (%) Year to Date
		The APPROVED Annual Target for the financial year(/s) relevant to the period selected.	Number divided by the Target as a percentage
Total No. of Clients	Count of unique clients where Service Type equals ‘Legal Advice’ OR ‘Legal Task’ OR ‘Discrete Non-Legal Support’ OR ‘Facilitated Resolution Process’ OR ‘Duty Lawyer’ AND Open Date [date of service] is between the start date and end date OR Service Type equals ‘Ongoing Non-Legal Support’ OR ‘Dispute Resolution’ OR ‘Court/Tribunal’ OR ‘Representation Other’ AND Close Date is between Start Date and End Date
New Clients	Number of clients whose: Earliest Open Date (i.e. very first service) between Start of Period AND End of Period
Repeat Clients	Number of clients who have: An Open Date before the Start of Period AND Service Open Date between Start of Period AND End of Period
Existing Clients	Number of clients who have a: Service of Type ‘Ongoing non-legal support’ OR ‘Legal Task’ OR ‘Court/Tribunal’ OR ‘Dispute Resolution’ OR ‘Other Representation’ AND the Open Date is before the Start of Period AND the Close Date is null OR Close Date before the End of Period
Information	Number of Services where: Service Type equals ‘Information’ AND Open Date is between the Start of Period AND End of Period
Referral	Count of entries in Referral To (simple) AND Referral To (facilitated) FOR all Service Types where (for Discrete services) Date of Service/Open Date is between start of period AND end of period (for Ongoing Services) ‘Close Date’ is between start of period AND end of period
Total No. of Legal Advice	Count of Services where: Service Type equals ‘Legal Advice’ AND Date of Service is between start of period AND end of period
– In Person	Count of Services that meet the criteria in ‘Total No. of Legal Advice’ AND Method of Service Delivery equals ‘In Person’
– by Telephone	Count of Services that meet the criteria in ‘Total No. of Legal Advice’ AND Method of Service Delivery equals ‘Telephone’
– by Letter, Fax, or Mail	Count of Services that meet the criteria in ‘Total No. of Legal Advice’ AND Method of Service Delivery equals ‘Letter, fax, email’
– by Online Chat	Count of Services that meet the criteria in ‘Total No. of Legal Advice’ AND Method of Service Delivery equals ‘Online Chat’
– by Video Conference	Count of Services that meet the criteria in ‘Total No. of Legal Advice’ AND Method of Service Delivery equals ‘Video Conference’
– by Other Method	Count of Services that meet the criteria in ‘Total No. of Legal Advice’ AND Method of Service Delivery is parented to ‘Other’
Total No. of Legal Task	Count of Services where: Service Type equals ‘Legal Task’ AND Date of Service is between start of period AND end of period
– in Person	Count of Services that meet the criteria in ‘Total No. of Legal Task’ AND Method of Service Delivery is parented to ‘In Person’
– by Telephone	Count of Services that meet the criteria in ‘Total No. of Legal Task’ AND Method of Service Delivery is parented to ‘Telephone’
– by Letter, Fax, or Mail	Count of Services that meet the criteria in ‘Total No. of Legal Task’ AND Method of Service Delivery is parented to ‘Letter, fax, email’
– by Online Chat	Count of Services that meet the criteria in ‘Total No. of Legal Task’ AND Method of Service Delivery is parented to ‘Online Chat’
– by Video Conference	Count of Services that meet the criteria in ‘Total No. of Legal Task’ AND Method of Service Delivery is parented to ‘Video Conference’
– by Other Method	Count of Services that meet the criteria in ‘Total No. of Legal Task’ AND Method of Service Delivery is parented to ‘Other’
Discrete Non-legal Support	Count of Services where Service Type equals ‘Discrete Non-Legal Support’ AND Open Date is between start of period AND end of period
Ongoing Non-Legal Support	Count of Services where Service Type equals ‘Ongoing Non-Legal Support’ AND Close Date is between start of period AND end of period
Facilitated Resolution Process	Count of Services where Service Type equals ‘Facilitated Resolution Process’ AND Open Date is between start of period AND end of period
Duty Lawyer Services	Count of Services where Service Type equals ‘Duty Lawyer’ AND Open Date is between start of period AND end of period
Dispute Representation Services – Open at Start	Count of Services where Service Type equals ‘Dispute Resolution’ AND Open Date is before the start of period AND Close Date is NULL OR after start of period
Dispute Representation Services – Opened During Period	Count of Services where Service Type equals ‘Dispute Resolution’ AND Open Date is between start of period and end of period
Dispute Representation Services – Closed During Period	Count of Services where Service Type equals ‘Dispute Resolution’ AND Close Date is between start of period and end of period
Court / Tribunal – Open at Start	Count of Services where Service Type equals ‘Court/Tribunal’ AND Open Date is before the start of period AND Close Date is NULL OR after start of period
Court / Tribunal – Opened During Period	Count of Services where Service Type equals ‘Dispute Resolution’ AND Open Date is between start of period and end of period
Court / Tribunal – Closed During Period	Count of Services where Service Type equals ‘Court/Tribunal’ AND Close Date is between start of period and end of period
Other Representation – Open at Start	Count of Services where Service Type equals ‘Court/Tribunal’ AND Open Date is before the start of period AND Close Date is NULL OR after start of period
Other Representation – Opened During Period	Count of Services where Service Type equals ‘Other Representation’ AND Open Date is between start of period and end of period
Other Representation – Closed During Period	Count of Services where Service Type equals ‘Other Representation’ AND Close Date is between start of period and end of period
Community Legal Education – Resources	Count of Project Services where Project Service Type equals ‘CLE Resources’ AND Open Date is between start of period AND end of period
Community Legal Education – Activities	Count of Project Services where Project Service Type equals ‘CLE Activities’ AND Open Date is between start of period AND end of period
Law Reform	Count of Project Services where Project Service Type equals ‘Law Reform’ AND Open Date is between start of period AND end of period
Stakeholder Engagement	Count of Project Services where Project Service Type equals ‘Stakeholder Engagement’ AND Open Date is between start of period AND end of period

Number

Target for Financial Year

Percentage (%) Year to Date

The APPROVED Annual Target for the financial year(/s) relevant to the period selected.

Number divided by the Target as a percentage

Total No. of Clients

Count of unique clients where

Service Type equals ‘Legal Advice’ OR ‘Legal Task’ OR ‘Discrete Non-Legal Support’ OR ‘Facilitated Resolution Process’ OR ‘Duty Lawyer’ AND
Open Date [date of service] is between the start date and end date

Service Type equals ‘Ongoing Non-Legal Support’ OR ‘Dispute Resolution’ OR ‘Court/Tribunal’ OR ‘Representation Other’ AND
Close Date is between Start Date and End Date

New Clients

Number of clients whose:

Earliest Open Date (i.e. very first service) between Start of Period AND End of Period

Repeat Clients

Number of clients who have:

An Open Date before the Start of Period

AND

Service Open Date between Start of Period AND End of Period

Existing Clients

Number of clients who have a:

Service of Type ‘Ongoing non-legal support’ OR ‘Legal Task’ OR ‘Court/Tribunal’ OR ‘Dispute Resolution’ OR ‘Other Representation’

AND

the Open Date is before the Start of Period AND the Close Date is null OR Close Date before the End of Period

Information

Number of Services where:

Service Type equals ‘Information’

AND

Open Date is between the Start of Period AND End of Period

Referral

Count of entries in

Referral To (simple) AND Referral To (facilitated)

FOR all Service Types where

(for Discrete services)

Date of Service/Open Date is between start of period AND end of period

(for Ongoing Services)

‘Close Date’ is between start of period AND end of period

Total No. of Legal Advice

Count of Services where:

Service Type equals ‘Legal Advice’

AND

Date of Service is between start of period AND end of period

– In Person

Count of Services that meet the criteria in ‘Total No. of Legal Advice’

AND

Method of Service Delivery equals ‘In Person’

– by Telephone

Count of Services that meet the criteria in ‘Total No. of Legal Advice’

AND

Method of Service Delivery equals ‘Telephone’

– by Letter, Fax, or Mail

Count of Services that meet the criteria in ‘Total No. of Legal Advice’

AND

Method of Service Delivery equals ‘Letter, fax, email’

– by Online Chat

Count of Services that meet the criteria in ‘Total No. of Legal Advice’

AND

Method of Service Delivery equals ‘Online Chat’

– by Video Conference

Count of Services that meet the criteria in ‘Total No. of Legal Advice’

AND

Method of Service Delivery equals ‘Video Conference’

– by Other Method

Count of Services that meet the criteria in ‘Total No. of Legal Advice’

AND

Method of Service Delivery is parented to ‘Other’

Total No. of Legal Task

Count of Services where:
Service Type equals ‘Legal Task’

AND

Date of Service is between start of period AND end of period

– in Person

Count of Services that meet the criteria in ‘Total No. of Legal Task’

AND

Method of Service Delivery is parented to ‘In Person’

– by Telephone

Count of Services that meet the criteria in ‘Total No. of Legal Task’

AND

Method of Service Delivery is parented to ‘Telephone’

– by Letter, Fax, or Mail

Count of Services that meet the criteria in ‘Total No. of Legal Task’

AND

Method of Service Delivery is parented to ‘Letter, fax, email’

– by Online Chat

Count of Services that meet the criteria in ‘Total No. of Legal Task’

AND

Method of Service Delivery is parented to ‘Online Chat’

– by Video Conference

Count of Services that meet the criteria in ‘Total No. of Legal Task’

AND

Method of Service Delivery is parented to ‘Video Conference’

– by Other Method

Count of Services that meet the criteria in ‘Total No. of Legal Task’

AND

Method of Service Delivery is parented to ‘Other’

Discrete Non-legal Support

Count of Services where

Service Type equals ‘Discrete Non-Legal Support’

AND

Open Date is between start of period AND end of period

Ongoing Non-Legal Support

Count of Services where

Service Type equals ‘Ongoing Non-Legal Support’

AND

Close Date is between start of period AND end of period

Facilitated Resolution Process

Count of Services where

Service Type equals ‘Facilitated Resolution Process’

AND

Open Date is between start of period AND end of period

Duty Lawyer Services

Count of Services where

Service Type equals ‘Duty Lawyer’

AND

Open Date is between start of period AND end of period

Dispute Representation Services

– Open at Start

Count of Services where

Service Type equals ‘Dispute Resolution’

AND

Open Date is before the start of period

AND

Close Date is NULL OR after start of period

Dispute Representation Services – Opened During Period

Count of Services where

Service Type equals ‘Dispute Resolution’

AND

Open Date is between start of period and end of period

Dispute Representation Services – Closed During Period

Count of Services where

Service Type equals ‘Dispute Resolution’

AND

Close Date is between start of period and end of period

Court / Tribunal

– Open at Start

Count of Services where

Service Type equals ‘Court/Tribunal’

AND

Open Date is before the start of period

AND

Close Date is NULL OR after start of period

Court / Tribunal

– Opened During Period

Count of Services where

Service Type equals ‘Dispute Resolution’

AND

Open Date is between start of period and end of period

Court / Tribunal

– Closed During Period

Count of Services where

Service Type equals ‘Court/Tribunal’

AND

Close Date is between start of period and end of period

Other Representation
– Open at Start

Count of Services where

Service Type equals ‘Court/Tribunal’

AND

Open Date is before the start of period

AND

Close Date is NULL OR after start of period

Other Representation

– Opened During Period

Count of Services where

Service Type equals ‘Other Representation’

AND

Open Date is between start of period and end of period

Other Representation

– Closed During Period

Count of Services where

Service Type equals ‘Other Representation’

AND

Close Date is between start of period and end of period

Community Legal Education – Resources

Count of Project Services where

Project Service Type equals ‘CLE Resources’

AND

Open Date is between start of period AND end of period

Community Legal Education – Activities

Count of Project Services where

Project Service Type equals ‘CLE Activities’

AND

Open Date is between start of period AND end of period

Law Reform

Count of Project Services where

Project Service Type equals ‘Law Reform’

AND

Open Date is between start of period AND end of period

Stakeholder Engagement

Count of Project Services where

Project Service Type equals ‘Stakeholder Engagement’

AND

Open Date is between start of period AND end of period

General

Start Date	Date Picker
End Date	Date Picker
Funding Category	Funding Categories Combination

Dates

Select any dates and funding categories you require, for example:

calendar year: 1 Jan 17 – 31 Dec 17
financial year: 1 Jul 16 – 30 Jun 17
year to date: 1 Jan 17 – ‘today’

Funding Categories

Choose funding categories in groups or individually.

Catchment (for Centres)
By Centre

Refer to the Data Consistency Guide for definitions of Service types such as Discrete Services, Ongoing Services and Community Projects.

S 11. Services to Annual Targets

Overview

Preview

Notes

Definitions

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Acknowledgement of Country

Community Legal Centres Australia is inclusive of everyone in our community