Data Management
Data Management allows local programs to submit data to Texas CASA, learn to manage company software, and review reports.
Featured Content
Optima Data Management Toolkit
The Optima Data Management Guide defines two types of Optima data, identifies common reports, lists basic data definitions, addresses Optima rules, describes recommended practices—all in an effort to create and ensure uniformity, consistency and accuracy in our data management practices across the state.
All Data Management Resources
Filter the resources below by type (Videos, Toolkits, E-Learning Courses, etc.) or search for a specific topic.
1-7 of 7 results
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CFE Tracking in Optima
Using Optima, programs can now track CFE related activities following the 4 C’s: Collaborate, Cultivate, Convene and Connect. Understanding the Full Case Approach to CFE and How to Track in […] -
ODM Lightning Setup Instructions
Salesforce is transitioning to Salesforce Lightning, a newly designed platform. CASA staff logging on to the ODM will need to follow the instructions in the ODM Lightning Setup document to […] -
ODM Lightning Training
View Now The CASA network in Texas will transition to Salesforce Lightning for our ODM at the end of 2022, which is a more intuitive version of Salesforce. Suzanne Alston […] -
Optima Data Management Toolkit
Optima Data Management Guide The Optima Data Management Guide defines two types of Optima data, identifies common reports, lists basic data definitions, addresses Optima rules, describes recommended practices—all in an […] -
An Introduction to the Online Data Manager
The Online Data Manager (ODM) is a website that enables local programs to submit data to Texas CASA. The following forms are sent to Texas CASA using the ODM: Annual grant budget […] -
Quarterly Performance Measures
Quarterly performance measures are submitted through the Online Data Manager (also known as ODM and previously as CTK). Reporting performance data is the primary way in which we are held accountable by […]