Endeavors
DCM Case Tracker
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Endeavors

DCM Case Tracker

Disaster Case Management · Survivor Workflow
Today —
Assign a survivor and begin the timeline.

Roster

Every survivor by ID. Click any row to see their full profile — contact logs, case history, and audit records.

Weekly Report

Live snapshot for the current week ending Wednesday. Export anytime to Excel.

Contact Log This Week

The Two Paths

Edit the global step templates here. Changes apply to all new cases. Use the ↑↓ arrows to reorder, ✕ to delete, and ＋ to add steps. Due date offsets only apply to Path A (Outreach).

Self-Audit Checklist

DCM · Texas Community Resource · Endeavors — load a client ID to review compliance.

Enter a Client ID above to load the compliance checklist.

Notes

✅ My To-Do List
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📋 Case Notes
Enter a Survivor ID to see notes.
📌 Client To-Do List
Enter a Survivor ID to see their tasks.

Admin Panel

➕ Create User Account
They'll be required to change this the first time they log in.
👑 Admins & Managers
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📥 Bulk Import Cases from Excel

Use the Case Tracker Import Template — fill in one row per case, then upload it here. Case Manager Email must match an existing user account. Rows are validated before anything is written; nothing is saved until you confirm.

👥 All Users
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🗂 Supervisor Assignments
Drag case manager cards into a supervisor column to assign them
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🎫 Support Tickets
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Report an Issue

Start New Case

Log Contact Attempt

Survivor Responded

What happened with this contact?

Assign Case Tier

This case is now Open. Select the tier before continuing — it can be viewed in reporting but cannot be changed after it's set.

Cases