IDM Documentation

IDM user documentation is made available here for your convenience. As the IDM system evolves, these documents will be updated. We encourage application business owners and system maintainers to tailor the IDM User Guide for their own end users.

We encourage end users to access the IDM User Guide if they have questions about how to complete any action in the new system.  If you cannot find the answers you’re looking for, please contact your Tier 1 Help Desk.

If a specific document or training artifact is needed, but not available here, then please contact your application's Tier 1 Help Desk and ask them to create a Service Request for the IDM Team.

User Guides

• CMS IDM User Guide (PDF) (DOCX) (PDF) - Updated 04/25/2024
• CMS Enterprise Portal User Guide (Link)

Help Desk Users

• CMS IDM UI Help Desk Training Slide Deck (PDF)
• CMS IDM Portal UI Help Desk Training Slide Deck (PDF)  

Annual Role Certification (ARC) & Quick Reference Guides (QRG)

• CMS IDM User Interface - Annual Role Certification Quick Reference Guide (PDF) - Updated 6/27/2022
• CMS Enterprise Portal Approver Guide for Annual Role Certification (PDF) - Updated 4/15/2022

IDM Reports

• IDM My Reports Quick Reference Guide (PDF) (DOCX) - Updated 6/1/2022

Identity Proofing

• RIDP Tips for Success (DOCX) - Updated 8/15/23
• Quick Start RIDP User Guide (PDF) - Updated 11/15/2023
• How to File a Dispute with Experian (PDF) - Updated 2/22/2024
• How to Resolve Disputes with Experian (PDF) - Updated 2/22/2024