Here is the full list of Standard fields attached to Actions in CLASS.
Name | Description | Edit Options |
Action Type | Can be added, edited or hidden etc. Two main parent types, Note types and Date (reminder) types. | Types & Categories |
Contact method | Similar to Mode of Service delivery on some Services. Face 2 face, email, phone etc. Recording each contact. | Types & Categories |
Description | Primary Action Note field. Click "Design" (tab at bottom) to edit and add links etc. Click Preview (tab at bottom) to see final version, and make links clickable. | In Page |
Date Of Creation | Date time, defaults to date of creation. | In Page |
Assigned to | Important for "My Critical Dates" | In Page |
Supervisor | Like above. Good for tracking "My Critical Dates" etc | In Page |
Complete | tick box - see critical Dates | In Page |
Critical | Marks as Critical | In Page |
Reminder Email template | Selectable. Templates are editable under System Settings. Go to helpdesk for support | In Page |
Due Date | for Certain Actions, usually means you will have this main date (e.g. court date) AND also a reminder (e.g. 2 days before) | In Page |
Reminder date | Reminder date. Can be email or in list. | In Page |
Send Calendar File | Ticking this will upon saving a browser download of a calendar file designed to be added to calendar. | In Page |
Created By | Worker who first created the Action, ie. Did the data entry, automates to who is logged in at creation, but can be edited | In Page |
Court Type | Court Attendance Action. Best used edited, and localised by actual court / tribunal names. | Types & Categories |
No of Attendances | To track How many times to court | In Page |
Attendance Date | Track Court Date. | In Page |
Minutes Spent. | For tracking this court attendance Court Date, wheres tracking total time of Service would be on Service / Estimated time spent | In Page |
Client Attended | Indicated attendance, | In Page |
Hearing Type | Can be edited. | Types & Categories |
Appearance Type | e.g. Conciliation, representation, submission, can be edited | Types & Categories |
Client Advised | Tick box | In Page |
Mandatory Fields
The following are the default mandatory fields:
- Action Type
- Created by