Find a Case

A case follows an individual enrolled in a program (DI, DCS, YCSM, etc.). Remember that a contact may have many cases attached to it. However, there is only one contact record for an individual.

Contact: A person’s information

Case: A record of a person's training experience while enrolled in a program.

An associate’s case contains information about the associate’s goals, milestones, AWARE forms, meetings, etc., that you can view, add to, or edit. An associate’s Case page may look like this:

DECM allows you to find a case from different places. One of them is from a contact.

To find a case from a Contact screen:

  1. 1 Scroll down to Details.
  2. 2 Under Details, find the case you are looking for. All cases associated with this contact are listed here. The most recent case is listed first.
  3. 3 Click on the case title of the case you wish to see.

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Practice:
Find a Case

Complete the tasks listed below in the training system. When you finish, return to this training page and move to the next task.

  • Open a contact.
  • Open an active case from that contact.