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CLASS Training Video Library
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18 October 2022
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11 October 2022
Community Projects
16 August 2022
General User Month – Clients, Services, Actions
2 August 2022
CLASS Training – Alternate Intake, Copying Services & Extras
19 July 2022
CLASS Training – New Intake & Triage
12 July 2022
CLASS Training – A Preface To CLASS
5 July 2022
Accountability CLASS Training
22 June 2022
Drilldown And DIY Reports
14 June 2022
STANDARD Reports
7 June 2022
Reports OVERVIEW
31 May 2022
Customisation
8 March 2022
Clients, Services And Actions CLASS Training
15 February 2022
Intake And Triage CLASS Training
8 February 2022
New User / General User CLASS Training
1 February 2022
Multifactor Authentication
6 July 2021
New Features
13 April 2021
Custom Templates CLASS Training
24 November 2020
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Getting Started
Before using CLASS
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Conflict Check
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Services
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Service Data Descriptions
Using My Services CLASS Module
Copy Service – Client Services
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Reminders – emails based on reminder dates
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Document Management
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Triage
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WYSIWYG Text Fields in CLASS
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Advanced Search – Using Filter Builder
Example: Ongoing Services closed between two dates
Example: Open Representation Services by Worker
A workaround for exporting lists of services
Example: Setting date range in filter builder
Admin Manual
CLASS admin cheat sheet
Security
CLASS: Setting up Microsoft Authentication
How to log into CLASS using MFA
Setting up your end users for MFA
Tools
Merge Client
Bulk Insert – Referrals and Information
Custom Reports
Email Log
Email Templates
Mass email
Message Board
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Printout Templates
Creating Printout Templates
Printout Template Add Conflict Check Results
Printout Template Basic Controls
Printout Template basics Adding Modifying and Removing Standard Fields
Printout Templates Advanced Check Boxes and Calculated Fields
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System Settings
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Ensure your Centre Profile details are up to date
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Large Screen Remote Access
Apple Mac or MacBook
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Microsoft Windows 10
Mobile Phone Conflict Check App
VPN Setup
Connecting to the CLASS VPN Gateway
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Security and usage standards for VPNs
Fields
Standard Fields
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Reordering Field Options
Field Mapping
Customise Standard Fields
Standard Field Lists
Client – Standard Field List
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Services – Standard Field List
Service Fields by Service Type
Projects – Standard Fields List
Project Services – Standard Fields List
Actions – Standard Fields List
Workers – Standard Fields List
Centres – Standard Fields List
Standard Uncategorised Fields
Custom Fields
Adding Standard or Custom Fields with the Column Chooser
Do’s and Don’ts with Custom Fields in CLASS
Worker and User Accounts
Creating and managing Worker and User accounts
Creating a User Account Only
Troubleshooting CLASS errors and user accounts
WCAG Setting for user accounts
Roles
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Accounts Other Settings
Reporting and Accountability
Standard Reports
Client Reports
C01. Clients by Priority Group
C02. Clients by Priority Group (percentage)
C03. Clients by Priority Group (custom)
C04. Clients by Priority Group (single)
C05. Client by Geographical Area
C06. Clients by Law Type
C07. Clients by Funding Category
Services Reports
S 01. Service for Individuals Count (custom)
S 04.1 Services by High Level Problem Type
S 04.2 Representation Services by High Level Problem Type
S 04.3 Project Services by High Level Problem Type
S 05. Services by Funding Category
S 06.1 Referrals to Simple by Problem Types
S 06.2 Referrals to Facilitated by Problem Types
S 06.3 Referrals From by Problem Type
S 09. Representation Services Duration by Percentage
S 10.1 Service Types by Reporting Period
S 10.2 Legal Advices – Mode of Delivery by Reporting Period
S 11. Services to Annual Targets
S 13. Services and Targets by Financial Year
S 14. Services with Public Interest
S 16. Child Support Services to Clients
Management Reports
M 01.1 Reporting Requirements (Triennial)
M 02. Reporting Requirements (Triennial Progress)
M 04.1 Accountability Annual Report (Submitted)
M 04.2 Accountability Annual Report (Overdue)
M 05.1 Accountability Funds Report (Submitted)
M 05.2 Accountability Funds Report (Overdue)
M 06.1 Accountability Progress Report (Submitted)
M 06.2 Accountability Progress Report (Overdue)
M 07. Funding Ratio
M 08. Data Submission – Timeliness of Completion
M 09. Annual Targets
M 10. Annual Budget
M 11. Funds Report
National Partnership Agreements Reports
NPA Performance Benchmark
How to run the NPA Performance Benchmark
N01. NPA Performance Benchmark
N02. NPA – Services to Priority Clients
N03.1 NPA – Services by Law Type
N03.2 NPA – Projects by Law Type
N04.1 NPA – Family Violence Indicator (Detail)
N04.2 NPA – Family Violence Indicator (Condensed)
N05 – Services to Priority Clients
N11 Number of Problem Types by Law Type
N12 – Number of Problem Types by Law Type
Problem Type Reports
PT01. Top 20 Problem Types
DIY Reports
Comparing DIY Reports to Standard Report Results
DIY Reports Monthly Breakdowns
DIY Sharing and Permissions
DIY template reports list
DIY Client Additional Detail
DIY Document (Client, Service, Project & Project Service)
DIY Project Project Service
DIY Project Service Action
DIY Service Critical Dates
DIY Service Actions
DIY Service Additional Parties
DIY Service Client – Ongoing Legal Support
DIY Service Client
DIY Project Service Critical Dates
Getting Started with DIYs
How to design a DIY report
Multi-select field options and DIY
DIY Reports – The Filter Panel
Recipes – DIY reports
DIY Recipe 1: Enhanced Search Service with Custom Field
DIY Recipe 2: Enhanced Search Client with Custom Field
DIY Recipe 3: Report showing results by Sub-Time Periods
DIY Recipe 4: Worker Caseload – Open Representation Services
DIY Recipe 5: Data Integrity Report – Finding blank or unknown entries
DIY Recipe 6: Service Actions
DIY Recipe 7: Number of Actions by Action Type
DIY Recipe 9: Services by Court or Tribunal
DIY Recipe 10: Service Document Megalist
DIY Recipe 11: Geolocation Filter Report
DIY Recipe 12: CLE Number of Attendees
DIY Recipe 13 AGD Report Request DEC 2021
DIY Recipe 14: No Shows
DIY Recipe 15: Recording Turnaways
DIY Recipe 16 Payment or Entitlement by Financial Year
DIY recipe 17 detailed problem types report
Troubleshooting DIY Reports
Additional Fields
Accountability
Accountability for Centres
Accountability For Program Managers
Types Of Accountability Reports
List of Accountability Reports
Accountability Troubleshooting
CLASS Report codes and CLSIS Report name mapping
Data Quality Project
Geocoding and Administrative Boundaries
What is geolocation and geotagging?
Geotagging and CLASS Reporting
Geotagging rules
Which reports use geocoding?
How does geocoding work?
Administrative Boundaries defined
Cross-referencing Administrative Boundary locations and client addresses
Retag Function – Fixing Service Geolocation
Working with reports
Drilldown Reports
Filters
Toolbars and widgets
CLASS Reporting FAQs
CLASS News
Help and support
Fastest Help
#2
Release Notes
User Experience (UX1) Enhancements Package
CLASS Multifactor Authentication
Improvements to DIY reports
Improvements to standard reports
NLAP Reporting Changes
Release 7
Release 7.5
Resources
The National Legal Assistance Data Standards Manual and CLASS
Accessing your DMS from CLASS – Add a Link in Client Notes Field
CLSIS to CLASS Guide
1. Reminders
2. Client, New Client, New Client Activity
3. Find a Client
4. Matters, Advices, Cases and related Tabs
5. Conflict Check
6. New Information
8. Find an Information
9. Client Survey
10. Find a Matter
11. New Non Casework
Find a NCW Project
Migration from CLSIS
New Information Summary
Service Conversion Guide
CLSIS to CLASS Migration Checklist
Data Capture Forms
Glossary of Keywords
Setup the Microsoft Authenticator App
The Cache Clearing Process
Private browsing & Incognito Mode with your browser
Responsibilities list for CLASS Admin
State/Territory Based Information
Information to Support NSW CLCs (Funding Applications)
Training
How to register for CLASS Redback Connect training
CLASS Webinar and Online Training
CLASS Demo Site
CLASS Training Schedule
CLASS Training Video Library
CLASS Training Calendar
CLASS import tool
Tips on connecting to CLASS
