The Accountability module allows centres to submit reports to their funding program managers, or SPMs. These reports are different to service and client reports. Examples of Accountability reports are annual targets, 12 months funds report and progress reports. A full list of Accountability reports can be seen here. Please note that not all reports may be applicable to your centre. Contact your program manager or consult your funding agreement if unsure.
Navigation to accountability reports has recently changed with an update to CLASS. This change makes the process more intuitive.
|Users require specific permissions to view, edit and manage these reports. If you cannot see the sections outlined below, and you require access, contact your centre's CLASS administrator.|
From the CLASS home page, select Reports & Accountability, then Accountability
The landing page displays the list of available reports set by your program manager for the financial year. Select the desired report by clicking on the blue, underlined Report ID. Once the report tab has opened, you will see two (2) or three (3) tabs:
You can add comments or notes here, relating to the selected report. These comments are visible by your Program Manager.
Program Managers set the due dates for each report and these are typically set out in your funding agreement. You can request an extension for a particular report via CLASS, however it is helpful to also discuss this with your program manager.
To request an extension:
Extensions must be approved by program manager. Contact your program manager for confirmation.
You can view your extension history and approval status by selecting Show Adjustments.
|Reports will either require data entry into CLASS (e.g. budget and annual targets) OR uploading a document to CLASS (e.g. annual report)|
For the purposes of instructions, we will use 12 Month Funds Report as an example.
You cannot (currently) enter negative values, e.g. deficits. This has been raised with the developer and will be fixed as soon as possible.
|Totals are calculated after the report is saved.|
For more detail about how CLASS manages documents, click here.
Once you have entered in your report data, or uploaded the document, you need to submit your report for approval.
Once the Program Manager has approved or not approved the report, the status will be updated.
You can navigate back to a report to view, edit or export at any time.
Click to enlarge images
Step 1 - Navigation
Step 2 - Select Report
Step 4 - Extensions
Step 5a - Data Entry (Example)
Step 5b - Document Upload
Step 6 - Submit & Approval Status