This step-by-step example shows you how to generate a list of your Ongoing Services that were closed between two specific dates. ‘Ongoing’ services include all representation services – Court/Tribunal, Dispute Resolution and Other Representation.
Casework supervision and annual PII crosschecks.
In this example we are looking for services closed in the financial year. Images are provided to the right.
Step 1. Select the Search Services menu from the left hand side menu.
Step 2. Right click on any column title, and select Filter Builder from the menu options. You can also display the Filter Builder by selecting the blue, underlined text at the bottom of the screen. This text shows you what you are currently searching.
Step 3. Add a search filter: Select the + icon, to the right of And.
Step 4. Select Actions and choose the column (or field) you wish to base the first criteria on. In this example we will start with Close Date.
To use this search for find discrete services from a particular period, select Open Date instead of Close Date and continue following the instructions (Discrete Services don’t have a close date).
Step 5. Select Begins with, and choose Is Between from the menu.
a. You should now see 2 <enter a value> spaces – this is where you enter your 2 dates
b. Put your start date in the first <enter a value> – 1/7/17
c. Put your end date in the second <enter a value> – 30/6/18 (or click ‘today’ if the year hasn’t ended yet)
Step 6. Add another search filter:
a. Select the + icon, to the right of And.
b. From Actions, select Service Type
Step 7. From Begins with, select Is any of. This will allow you to search multiple Service Types, or values, at once.
a. Into the first <enter a value>, type Other Representation.
b. Click the + icon to the right of Other Representation to add another value, separated by and.
c. Type Court/Tribunal into the second <enter a value>.
d. Click the + icon to the right of Court/Tribunal to add another value, separated by and.
e. Type Dispute Resolution into the third <enter a value>.
Final Search Criteria
Ongoing Services closed between 2 dates:
All Court/Tribunal ANDDispute Resolution ANDOther Representation services, where theClose Date is between [DATE A] and [DATE B]
Step 9. Select OK. You should now see a list of your Representation services that were closed in the financial year to date.
Export this list to review offline by selecting the Export icon. If no results are displayed, try selecting Refresh from the CLASS toolbar (not the Chrome window).
See how to export here: Exporting lists
Don’t see the Export icon? Ask your Administrator or the Helpdesk to update your Permissions.
Refer to the Data Consistency Guide for definitions of Service types, Discrete Services, Ongoing Services and Community Projects.