New Mexico Public Regulation Commission - Case Management System
User Guide & Documentation
Comprehensive guides and tutorials to help you master the Case Management System. Learn how to manage cases, documents, IPRA requests, HR workflows, and more. Whether you're a Records Staff member, Legal professional, Commissioner, or part of any division, find step-by-step instructions tailored to your role.
Quick Start
13 guidesEssential guides to get you started with the CMS Portal. Learn the basics, explore the dashboard, and understand key terminology.
Getting Started
Learn the basics and navigate the CMS Portal
Dashboard Overview
Understand the main dashboard and its features
Dashboard – Cases
Learn how to navigate and use the Cases Dashboard
Dashboard – Documents
Learn how to navigate the Documents Dashboard
Dashboard – Comments
Learn how to navigate the Comments Dashboard
Dashboard – IPRA
Learn how to navigate the IPRA Dashboard
Dashboard – HR
Learn how to navigate the HR Dashboard
Dashboard – Meeting Agenda
Learn how to navigate the Meeting Agenda Dashboard
Dashboard – Companies
Learn how to navigate the Companies Dashboard
Dashboard – Notifications
Learn how to view and manage notifications
Dashboard – Task Queues
View and manage your assigned tasks and division tasks
Glossary
Look up terms and definitions
Learning Paths
Follow structured learning paths by role
Case Management
4 guidesCreate, manage, and track cases throughout their lifecycle. Submit new dockets, view case details, and file documents.
Submit a New Docket
Step-by-step guide for creating and submitting new dockets
Case 360 – Case Details
Comprehensive view of all case-related information
File into an Existing Document
File documents into existing cases by Records Division
File A Formal Complaint
Process for filing formal complaints in the portal
Company Management
2 guidesRegister new companies, manage company information, and handle access approvals for company representatives.
Comments
2 guidesSubmit and manage public comments and rulemaking feedback. Engage with the regulatory process through public participation.
Division Processes
6 guidesSpecialized workflows for IPRA requests, bill analysis, meeting agendas, pipeline inspections, and HR processes.
IPRA Overview
Complete workflow for IPRA (Inspection of Public Records Act) requests
Bill Analysis
Process for conducting bill analyses and uploading reports
Create Meeting Agenda Item
Creating and managing meeting agenda items
Pipeline Inspection Workflow
Process for pipeline inspections and related workflows
Confidentiality Agreement Request
Process for handling confidentiality agreements for documents
HR Flow Overview
HR forms and HR process workflows
Records Processes
4 guidesAdministrative functions including user approvals, audit logging, reports, analytics, and advanced search capabilities.
Document Management
7 guidesComprehensive document handling including scanning, linking, annotation, redaction, comparison, numbering, and stamping.
Document Linking
Link documents and create parent-child relationships
Document Filing Request
Process for requesting document filings into cases
Document Scanner
Scan hardcopy documents using barcode-based scanning
Annotation and Redaction in Documents
How to annotate and redact documents
Document Comparison
Compare document versions and track changes
Document Bates Numbering
Apply Bates numbering to documents
Document Stamping
Automated document stamping for public documents