American Red Cross

DCA Model: CAS 2.0 Quick Reference Guide

Table of contents Use the Download link related to your Division (login required)
  • Accessing the CAS 2.0 Portal (Page 2)
  • Using CAS 2.0 Mobile Portal (Page 3)
  • Searching for a Case (Page 6)
  • Creating a New Case in Full CAS 2.0 (Page 8)
  • Adding or Managing Events (Page 11)
  • Client Assistance Cards (Page 12)
  • Recording an RDO Exception (Page 15)
  • Using the New Follow Up Tools (Page 16)
  • Completing the Casework Supervisor Case Reviews (Page 18)
  • Completing a Fiscal Review (Page 20)
  • Understanding the Resource Directory (Page 21)
  • Issuing a Referral (Page 22)
  • Adding Supplemental Direct Client Assistance (Page 25)
  • Closing a Chapter / Local Event (Page 28)
  • Closing a Case (Page 29)

If you are unable to access the content using one of the links above, please contact your DCA Regional Lead and request the document be sent to you via email.

 

 

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