Data Sharing Manager/Audit: Difference between revisions

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{{Help}}
{{Help}}
All activity in Data Sharing Manager is audited. Use Audit Trail to view details of the edits, adds, and deletes of all item types.
All activity in Data Sharing Manager is audited. Use Audit to view details of the edits, adds, and deletes of all item types.


Use this section to help you to:
Use this section to help you to:


* [[Data Sharing Manager/Audit#view|View Audit Trail]]
* [[Data Sharing Manager/Audit#view|View Audit]]  
* [[Data Sharing Manager/Audit#view details|View audit details]]
* [[Data Sharing Manager/Audit#view details|View audit details]]<span id="view"></span>
 
 
<span id="view"></span>
<span id="view"></span>
== View Audit Trail==
== View Audit==


#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
# If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click <i class="fad fa-history fa-lg"></i> '''Audit Trail'''.
# If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click <i class="fas fa-history fa-lg"></i> '''Audit'''.
#:{{Tip|1=Click the <i class="fas fa-arrow-up"></i> next to the header titles to order the audit items and use the page navigations to show more rows per page or to easily access another page.}}
#:{{Tip|1=Click the <i class="fas fa-arrow-up"></i> in the header to order the audit items and use the page navigations to show more rows per page or to easily access another page.}}
 
<span id="view details"></span>
<span id="view details"></span>
==View audit details==
==View audit details==
#[[Data Sharing Manager/Audit#view|View Audit Trail]].
#[[Data Sharing Manager/Audit#view|View Audit]].  
#Click the link of the required project.
#:The latest audit items are displayed in chronological order.
#If required, click the tab links to display details for one or more of the following:
#If required, in the filter options select the following:
#:*Sharing agreements
#*Organisation
#:*Publishers
#*User
#:*Subscribers
#*Date from
#:*Documents
#*Date to
#:*Cohorts
#Click <i class="fas fa-filter fa-lg"></i> to filter using the selected filter options.
#:*Data sets
#Click <i class="fas fa-times fa-lg"></i> to remove all filters.
#:*Authority to share
#Click <i class="fas fa-sync fa-lg"></i> to refresh the filter results.
#:*Extract technical details
#To view more details, click the required audit item.
#:*Scheduler
#:The Audit details screen is displayed showing details of the change including a high level description of the change, such as 'Data processing agreement edited' and details of any documents added.
#:{{Tip|1=The number of items is displayed next to each tab link.}}
#:{{Note|Each audit item has a unique Id.}}
#If required, click the link of the required item to view further details.
 
<span id="edit"></span>
 
==Edit a project==
{{Note| You can only edit existing details if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Projects#view details|View project details]].
#Click <i class="fas fa-pencil"></i> to edit the selected project. The '''Project details''' dialog box is displayed.
#If required, edit one or more of the following:
#:*Project name
#:*Business case
#:*Summary
#:*Objectives
#:*Project lead
#:*Project technical lead
#:*Storage protocol
#:*Patient consent model
#:*De-identification level
#:*Project type
#:*Status
#:*Start date
#:*End date
#:*Application policy
#Click '''Save project'''.
#If required, add details for one or more one of the following:
#:*Business case
#:*Summary
#:*Objectives
#:*Project lead
#:*Project technical lead
#:*Storage protocol
#:*Patient consent model
#:*De-identification level
#:*Project type
#:*Status
#:*Start date
#:*End date
#:*Application policy
#Click '''Save project'''.
#If required, in one or more of the following, click <i class="fas fa-plus"></i>:
#:*Processing agreements
#:*Sharing agreements
#:*Regions
#:*Projects
#*Select one or more of the existing items, and then click '''Add'''.
 
<span id="add"></span>
 
==Add a project==
{{Note| You can only add a new project if you have the correct user and project permissions. If you do not have the correct permissions, the add functionality is not available to your user.}}
#[[Data Sharing Manager/Projects#view|View Projects]].
#Click <i class="fas fa-plus"></i>.
#:The '''Project details''' dialog box is displayed.
#In '''Project name''', type the name of the new project.
#If required, add details for one or more of the following:
#*Description
#*Technical description
#Click '''Save project'''.
#If required, in one or more of the following, click <i class="fas fa-plus"></i>:
#*Processing agreements
#*Sharing agreements
#*Projects
#*Regions
#*:The relevant '''Add''' dialog box is displayed.
#Select one or more of the available items, and then click '''Add'''.
 
'''See also:'''
'''See also:'''


*[[Data Sharing Manager/My sharing|My sharing]]
*[[Data Sharing Manager/My sharing|Sharing agreements]]
*[[Data Sharing Manager/Regions|Regions]]
*[[Data Sharing Manager/Regions|Regions]]
*[[Data Sharing Manager/Organisations|Organisations]]
*[[Data Sharing Manager/Organisations|Organisations]]
*[[Data Sharing Manager/Services|Services]]
*[[Data Sharing Manager/Data processing agreements|Data processing agreements]]
*[[Data Sharing Manager/Data processing agreements|Data processing agreements]]
*[[Data Sharing Manager/Data sharing agreements|Data sharing agreements]]
*[[Data Sharing Manager/Data sharing agreements|Data sharing agreements]]
*[[Data Sharing Manager/Data sets|Data sets]]
*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Cohorts|Cohorts]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Reporting|Reporting]]

Latest revision as of 12:54, 28 March 2023

All activity in Data Sharing Manager is audited. Use Audit to view details of the edits, adds, and deletes of all item types.

Use this section to help you to:

View Audit

  1. Access Data Sharing Manager.
  2. If required, in the Navigation side menu, click Audit.
    Click the in the header to order the audit items and use the page navigations to show more rows per page or to easily access another page.

View audit details

  1. View Audit.
    The latest audit items are displayed in chronological order.
  2. If required, in the filter options select the following:
    • Organisation
    • User
    • Date from
    • Date to
  3. Click to filter using the selected filter options.
  4. Click to remove all filters.
  5. Click to refresh the filter results.
  6. To view more details, click the required audit item.
    The Audit details screen is displayed showing details of the change including a high level description of the change, such as 'Data processing agreement edited' and details of any documents added.
    Each audit item has a unique Id.

See also:

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