In CLASS there are actually three places where Users can get to the Conflict Check function. The first is designed to be similar to CLSIS, it is via the menu: CLASS / Conflict Check. This can be considered a simple conflict check. The other two methods are via the New Intake Workflow. This is a 5 step workflow, and the second step is where Additional Parties are added, (either Related or Other parties) and from here you can conflict check these other parties. Step three of intake takes the user to the potential client’s Conflict Check screen. Find out more on the CLASS methods here:
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It also should be noted that the CLASS Conflict Check method uses the ‘Search and Sort’ Method. Fields from CLSIS listed here may either be in the CLASS Search section (above), or the Sort section (below the search and sort border).
The following shows the CLSIS Screens and then explains where the equivalent fields and functions have ended up in CLASS.
# |
CLSIS field |
CLASS screen |
CLASS field |
Notes |
---|---|---|---|---|
1 |
Family Name /Alias |
Conflict Check, Search Section |
Last Name, Other Name |
Note Name change. |
2 |
First Name / Alias |
Conflict Check, Search Section |
First Name |
|
3 |
Field: Sex |
Conflict Check, Sort Section |
Gender |
Note name change, and options have been updated in accordance with the New Data Standards. If not showing this field can be added to the Sort Columns by clicking ‘customise’ and dragging the field into the column headings |
5 |
Date of Birth |
Conflict Check, Search Section |
Date of Birth |
|
6 |
Street |
Conflict Check, Search and Sort Sections |
Street |
If not showing in Sort Columns this field can be added by clicking ‘customise’ and dragging the field into the column headings |
7 |
Suburb/Town/Locality |
Conflict Check, Search and Sort Sections |
Suburb |
If not showing in Sort Columns this field can be added by clicking ‘customise’ and dragging the field into the column headings |
8 |
Postcode |
Conflict Check, Sort Section |
Postcode |
If not showing in Sort Columns this field can be added by clicking ‘customise’ and dragging the field into the column headings |
9 |
Exact Name/Address search (checkbox) |
Conflict Check, Search Section |
Search Section |
Covered by search Section by adding all details |
10 |
ID |
Conflict Check, Sort Section |
Service ID |
If not showing in Sort Columns this field can be added by clicking ‘customise’ and dragging the field into the column headings |
11 | Type | Conflict Check > Results | Conflict Check Results | CLASS Conflict Check results are Categorised into two Groups, the top Group are ‘Type: Clients’, the Bottom Group are ‘Type: Additional Parties’. If there is a large List of results, and the User needs to inspect ‘Additional Parties’ Click the Triangle Next to ‘Type: Clients’ to hide them, this will show the list of ‘Type: Additional Parties’ underneath. Additional Parties are also further divided up into two types in the ‘Party Type’ Column. To Filter to just one or the other, type ‘Other’ or ‘Related’ into the ‘Party Type’ Sort Field, and press enter. |
12 |
Name |
Conflict Check > Results |
First Name, Last Name, Other / Organisation Name |
This is split into three columns |
13 |
Suburb/Town/Locality |
Conflict Check > Results |
Suburb |
If not showing in Sort Columns this field can be added by clicking ‘customise’ and dragging the field into the column headings |
15 |
Postcode |
Conflict Check > Results |
not displayed |
If not showing in Sort Columns this field can be added by clicking ‘customise’ and dragging the field into the column headings |
16 |
Date of Birth |
Conflict Check, Search Section |
Date of Birth |
|
17 |
Problems types 1 |
Conflict Check, Sort Section |
Problems Type |
|
18 |
Family Name /Alias |
Conflict Check |
Last Name |
|
19 |
First Name / Alias |
Conflict Check |
First Name |
|
20 |
Family Name /Alias 2 |
Conflict Check |
Last Name |
|
21 |
First Name / Alias |
Conflict Check |
First Name |
# |
CLSIS field |
CLASS screen |
CLASS field |
Notes |
---|---|---|---|---|
23 |
Matter ID |
Conflict Check |
Service details via Service Type (link) |
User needs to click on Service Type link in results list to get to service details |
24 |
First Activity Date |
Conflict Check |
Open Date |
|
25 |
Problems types 2 – 4 |
Conflict Check |
Problem type |
Multiple Problem types are listed in result. |
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