User Training: Complete Guide
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All User Training topics in one document.
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Getting Started
Sign in, read the Official Use notice, and choose your profile
Browser and Device Requirements
SRM runs on any Windows or Mac PC with a modern browser, such as Chrome, Edge, Safari, or Firefox. It also runs on Android and Apple devices. SRM requires an internet connection, but it uses very little bandwidth, so it works on wireless and field-deployed networks.
Signing In
Your entity signs in at its own personalized address, which follows this pattern:
[entity name].srm4ps.com
- Open your entity's SRM address in your browser.
- Read the Official Use notice below. If you understand and agree, enter the username and password your administrator provided.
- If Multifactor Authentication is enabled, follow the on-screen directions to authenticate.
- After your credentials are verified, choose the profile that matches your assignment.
⚠ Official Use Only
This system is restricted to authorized personnel only. Unauthorized access or use is prohibited and may be subject to criminal prosecution. By signing in you acknowledge that your activity may be monitored.
Choosing a Profile
After you sign in, you are taken to a page to choose a profile. Choose the profile that matches your assignment. Your profile determines which resources and views you see.
The Resource Board
Four rows, one table, and one footer
Two Board Types
Your organization uses one of two Resource Board types. They differ only in which actions are enabled.
- Claim Resource Board: lets users claim resources immediately. It is best for resources that are claimed right away, such as radio channels.
- Status Change Resource Board: has no Claim button and no Quick Claim Widget. Instead, it lets users change a resource's status.
Board Layout
Both board types share the same sections, from top to bottom.
Row 1: Header Bar
The top row is navy with white text. The SRM logo and name appear on the left. On the right are your organization, your name, and your profile. The Sign Out button is on the far right.
Row 2: Resource Type Selector
This row is white with navy text. A gold underline marks the selected choice; unselected choices are grey. Choose the type of resource to display: Organization View, Radio Channels, Equipment, Personnel, or Radio System. On the far right are the Launch QCW and Calendar buttons.
Row 3: Resource Tabs
This grey row holds tabs, and each tab represents a list of similar resources. The tabs shown depend on your Row 2 selection. Your organization sets their left-to-right order. If the tabs don't all fit on the screen, use the arrows at either end of the row to scroll. You can drag tabs into a new order for your own display only. The order resets when you log out.
Row 4: Table Header
The navy header row labels the columns of the table below. Clicking a column header does not change the order of the list.
Resource Table
Resources are listed in the order your organization sets, typically numerical or alphabetical. Some lists follow an established order instead, such as colors. If there are only a few resources, the rest of the screen appears medium grey.
Footer
The footer is the bottom row. On the left are the resource name, the total number of resources of that type, and the number currently available. On the right is the connectivity indicator. Green means a satisfactory connection, yellow means a compromised connection, and red means no connection.
Status Codes and Resource Names
Read what each resource is and whether it is free
Resource Names
Your organization sets resource names. They are usually the informal names people already use, such as “LE-TAC” rather than “Law Enforcement Tactical.” The name appears on the tab and on each resource in the table.
Resource Details
Click any resource name to open a window with information about that resource. Details may include:
- The full or proper name of the resource
- Who is allowed to use the resource, and who is not
- Who should and who may have the resource programmed in their radios
- Which towers the resource is allowed to connect to
- Whether a radio channel is encrypted or clear
- Guidance on picking resources, such as low-numbered channels for emergent situations and high-numbered channels for planned events
Status Codes
[Status codes and their meanings will be added here.]
| Status | Meaning |
|---|
Claiming a Resource
One button, a short window, and an optional note
Claim Steps
- Find the resource in the table and click Claim.
- Review the Claim window. It shows the resource name, a start time, an end time, and an optional notes field.
- Change the end time if needed. It defaults to 60 minutes after you pressed Claim.
- Click Claim to complete the action, or Cancel to close the window without claiming.
About the Claim Window
- Title: “Claiming... [resource name]”
- Start time: 24-hour format. It defaults to the moment you pressed Claim.
- End time: 24-hour format. It defaults to 60 minutes after you pressed Claim and can be changed.
- Notes: optional at this step.
After a Claim
The Claim button changes to show the claim. Users in your organization see In Use—Edit/Cancel and can manage the claim. Users from other agencies see In Use and cannot edit or cancel it.
Notes Rule
Notes should never include Personally Identifying Information, HIPAA-protected information, or other protected data.
Reserving a Resource
Plan ahead for scheduled events
Reserve Steps
- Find the resource in the table and click Reserve.
- In the schedule block, enter the start and end date and time. By default, the block starts now and ends one hour later.
- Enter notes. Notes are required for reservations so others understand the intended use.
- Click Reserve to complete the action, or Cancel to close the window without reserving.
Reserving Multiple Days
Use Add Another Day for multiday events. Each click adds a new schedule block exactly 24 hours after the previous one.
For example, suppose a county fair runs from 18:00 to 02:00, Thursday night through Saturday night. Enter the Thursday block, then click Add Another Day to add Friday, and click it again to add Saturday.
Reservation Notes
Notes are required so others have a basic idea of what the resource is intended for.
Notes Rule
Notes should never include Personally Identifying Information, HIPAA-protected information, or other protected data.
Managing Your Claims
Edit, end, or mark a resource unavailable
Editing or Ending a Claim
After a claim, any active user in the claiming organization can open it by clicking In Use—Edit/Cancel. From there you can:
- Change the end time
- Add or change notes
- End the claim
To end a claim, click the red Delete button, then the red Confirm Delete button. To keep the claim, click the grey Cancel button.
Marking a Resource Unavailable
- On the resource's row, click More, then Unavailable.
- In the window titled “Unavailable – [resource name],” enter notes explaining why the resource is not available. Notes are required.
- Click Mark Unavailable to complete the action, or Cancel to close the window.
Returning a Resource to Service
Click More, then Back in Service. The resource's status changes to Available.
Who Can Make Changes
Users from other agencies cannot edit or cancel a claim or reservation made by another agency.
Notes Rule
Notes should never include Personally Identifying Information, HIPAA-protected information, or other protected data.
Quick Claim Widget
The next open resource, one click away
What the Widget Does
The Quick Claim Widget is a small display that you can place in a corner of your main screen. It shows the first available resource of up to 20 resource types. Your organization decides which types appear, and each user profile can have its own widget. For example, police telecommunicators and fire telecommunicators may see different resources.
The QCW is a separate application from the Resource Board. The only action it allows is claiming a resource.
Opening the Widget
Log in, then click Launch QCW in the upper right corner of the Resource Board.
Layout
Title Bar
The top row is navy with white text. The SRM logo and name appear on the left. On the right are a dash and a square. The dash collapses the resource list, and the square expands it.
Resource Rows
Up to 20 rows appear below the title bar. Each row shows the first available resource of one type. Small text shows the resource type, and large text shows the first available resource. A green Quick Claim box sits to the right.
For resources that are numbered or lettered, the first available resource is the lowest number or letter that is neither claimed nor unavailable. For resources with color names, the order is set by your organization.
Footer
The footer is light grey. On the left is the connectivity indicator: green for a satisfactory connection, yellow for a compromised connection, and red for no connection. On the right is a session timer showing how long the session has been open.
Quick Claim
Click Quick Claim to claim the resource immediately for 60 minutes. The widget does not open a box and does not ask for notes.
After a claim, the widget shows the next available resource and a confirmation that tells you whether the Quick Claim succeeded. Close the confirmation by clicking anywhere on the QCW.
When no resources of a type remain, the display shows None Available, and the Quick Claim button turns grey.
Organization Resource Pages
Pages built for your entity
Two Types of Pages
- Organization resources: resources that are not shared with others but are useful to your organization alone.
- Mixed resources: a selection of commonly used resources, chosen for your organization.
Organization Resources
Examples include:
- On-call lists for command staff, detectives, or fire inspectors, showing who is on call and who is unavailable
- Vehicle status, showing which units are available and which are out of service
Mixed Resources
A mixed page typically shows a few of the most commonly used resources in one list. For example:
- Two county tactical channels
- Four regional fireground channels
- Two regional all-user tactical channels
- Two regional EMS-to-hospital channels
- Two statewide law enforcement tactical channels
- Two statewide all-user tactical channels
Calendar
Plan ahead by day or by week
Opening the Calendar
Click the Calendar button in the upper right corner of the Resource Board.
Views and Navigation
- Week view is the default.
- Day view is available from the button in the upper left corner.
- Today returns you to today's date.
- The left and right arrows move backward and forward by day or by week, depending on the view you chose.
Choosing Resources
Use the selector in the upper right corner to show all resources, all resources of one type, or one specific resource.
Limits
You cannot claim, edit, or cancel resources from the Calendar. The Calendar updates once every 60 seconds. For live status, use the Resource Board.
Returning to the Resource Board
Click ← Dashboard in the upper right corner of the Calendar.
Priority, Logs, and Reports
Active events come first, and every action is recorded
Priority
If you extend an available resource's claim so that it conflicts with an existing reservation for the same resource, the active event takes priority over the reservation. This applies to claims made from the Claim Resource Board and to claims made with the Quick Claim Widget.
Viewing a Resource's Log
- Find the resource in the table and click More.
- Click View Log.
The window titled “Activity Log – [resource name]” lists the last 20 activities for the resource, newest first. Use it for a quick look back, such as to see who added a note to an event.
What Is Logged
SRM automatically logs all activity, including claims, reservations, and notes added or changed. Logs belong to your entity.
Monthly Reports
Each month, SRM emails a report in PDF and CSV formats to your entity's administrators.