For SRM Customers

Resources for SRM customers

Everything you need to get the most out of SRM — training materials, governance guidance, policy templates, and upcoming events. Enter your password below to access the resources.

Getting Started

Overview and Planning Guide User Guide Glossary

Administrator GuideComing Soon

Governance & Policy

Governance Recommendations Workgroup Charter Policy Guide PACE Planning Master Entity Policy Template Affiliate Entity Policy Template

Training & Exercising

Refresher TrainingComing Soon

Quarterly Training Schedule

Exercise InjectsComing Soon

Support

For all support, account, and product questions: HelloSRM@srm4ps.com

Unlock Resources

Enter the password provided to your organization to access customer resources.