Welcome to CDM. Use this page for a quick orientation, then follow the links to the detailed guidance for the work you need to complete.

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New to CDM? The modules and actions you can see depend on your agency role and permissions. If something described here is unavailable, check with your CDM administrator.

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Your first session

1. Open the main navigation. This is where you move between clients, properties, tasks, work plans, payments, reports, and the other modules available to you.
2. Start from a list or dashboard. Search and filters help you narrow the records that need attention.
3. Open the record workspace. Summary pages bring related information, documents, tasks, and activity together.
4. Use Tasks to track follow-up. Tasks may be created manually or generated by a workflow. Review the assignee, due date, priority, and required status before completing one.
5. Use Help when you need context. The global Help link opens this Help Center. Contextual Help links take you to guidance for the screen or workflow you are using.

How CDM is organized

• Clients are the central records for applicants and participants.
• Properties hold the physical addresses connected to program and project activity.
• Loans connect clients and properties to funding and servicing work.
• Work plans organize rehabilitation scope, bids, inspections, contractor work, and related payments.
• Tasks and workflows coordinate work across these records.
• Documents and reports support recordkeeping, operations, compliance, and review.

Recommended starting points

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Clients

Find, create, and manage client records, intake, household information, tasks, documents, and related activity.

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Tasks

Learn how assignments, due dates, priorities, required tasks, and workflow-generated work fit together.

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Work plans

Build and manage rehabilitation scope, specifications, bids, inspections, and contractor work.

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Payments

Review payment entry, distribution, exceptions, history, and corrections.

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