Survivor Case Tracker

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

Survivor ID

Task

Due Date

Enter a Survivor ID to see their tasks.

Admin Panel

➕ Create User Account

Full Name

Temporary Password

They'll be required to change this the first time they log in.

Role

Office

Activate immediately (leave unchecked to build the account now and turn on access later)

👑 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

Show resolved

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🔄 Case Transfers

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Roster

Weekly Report

The Two Paths

Self-Audit Checklist

Notes

Admin Panel

Report an Issue

Start New Case

Log Contact Attempt

Edit Contact Log

Survivor Responded

Assign Case Tier

Cases

Transfer case

Reopen case