Data Sharing Manager/Data processing agreements: Difference between revisions

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__NOTOC__
{{Help}}
Data processing agreements are set up in Data Sharing Manager to govern the data that is published to the Discovery Data Service.
Data processing agreements are set up in Data Sharing Manager to govern the data that is published to the Discovery Data Service.
{{Warning|Data will not be accepted into the Discovery Data Service or processed without the organisation being assigned as a publisher to an active data processing agreement present in Data Sharing Manager.}}


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


* [[Data Sharing Manager/Data processing agreements#view dpa|View data processing agreements]]
* [[Data Sharing Manager/Data processing agreements#view|View data processing agreements]]
* [[Data Sharing Manager/Data processing agreements#view dpa details|View data processing agreement details]]
* [[Data Sharing Manager/Data processing agreements#view details|View data processing agreement details]]
* [[Data Sharing Manager/Data processing agreements#edit dpa|Edit a data processing agreement]]
* [[Data Sharing Manager/Data processing agreements#edit|Edit a data processing agreement]]
* [[Data Sharing Manager/Data processing agreements#add dpa|Add a new data processing agreement]]
* [[Data Sharing Manager/Data processing agreements#add|Add a new data processing agreement]]


<span id="view dpa"></span>
{{Note|You must make sure that any required changes to a data processing agreement, such as removing a publisher or subscriber organisation, or if you want to stop the agreement, is reflected in the Data Sharing Manager. Any changes made in Data Sharing Manager will affect the live service.
If a publisher no longer wants to publish their data into the Discovery Data Service see [[Changes to a publishing service]] for further information.}}
 
<span id="view"></span>
== View data processing agreements==
== View data processing agreements==


#[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="fas fa-file-import"></i> '''Data processing agreements'''.
# If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click <i class="fas fa-file-import fa-lg"></i> '''Data processing agreements'''.
#:{{Tip|1=Click <i class="fas fa-arrow-up"></i> next to '''Name''' to order the services and use the page navigations to show more rows per page or to easily access another page.}}
#:{{Tip|1=Click <i class="fas fa-arrow-up"></i> next to '''Name''' to order the agreements 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 dpa details"></span>
==View Data processing agreement details==
==View Data processing agreement==
#[[Data Sharing Manager/Data processing agreements#view|View Data processing agreements]].
#[[Data Sharing Manager/Data processing agreements#view dpa|View Date processing agreements]].
#If required, click the tab links to display details for one or more of the following:
#If required, click the tab links to display details for one or more of the following:
#:*Purposes
#:*Purposes
#:*Benefits
#:*Regions
#:*Publishers
#:*Documents
#:*Cohorts
#:*Data sets
#:{{Tip|1=The number of items is displayed next to each tab link.}}
#If required, click the link of the required item to view further details.


<span id="edit"></span>


<span id="edit dpa"></span>
==Edit a data processing agreement==
==Edit a data processing agreements==
{{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.}}
{{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/Services#service details|View service details]].
#[[Data Sharing Manager/Data processing agreements#view details|View data processing agreement details]].
#Click <i class="fas fa-pencil"></i> to edit the selected service.  The '''Service details''' dialog box is displayed.
#Click <i class="fas fa-pencil"></i> to edit the selected data processing agreement.  The '''Data processing agreement details''' dialog box is displayed.
#If required, edit one or more of the following:
#If required, edit one or more of the following:
#:*Organisation name
#:*Data processing agreement name
#:*ODS code
#:*Description
#:*ICO code
#:*Status
#:*IG toolkit status
#:*Data processor
#:*Alternative name
#:*Start date
#:*Organisation type
#:*End date
#:*Date of registration
#Click '''Save agreement'''.<span id="add"></span>
#:*System supplier
#If required, in one or more of the item tabs, do one of the following:
#:*System supplier reference
#*Click <i class="fas fa-plus"></i> to add a new item, in the '''Add dialog''' box, select one or more of the available items, and then click '''Add selected'''.
#:*System supplier sharing activated
#*Select one or more of the existing items, click <i class="fas fa-trash"></i>, and then, in the '''Remove''' dialog box, click '''Remove'''.
#Click '''Save service'''.
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}
#If required, click <i class="fas fa-plus"></i> to add a parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.


<span id="add dpa"></span>
==Add a new data processing agreement==
==Add a new data processing agreements==
{{Note| You can only add a new data processing agreement 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.}}
{{Note| You can only add a new service 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/Data processing agreements#view|View Data processing agreements.]]
#[[Data Sharing Manager/Services#view services|View services.]]
#Click <i class="fas fa-plus"></i>.
#Click <i class="fas fa-plus"></i>.
#:The '''Service details''' dialog box is displayed.
#:The '''Data processing agreement details''' dialog box is displayed.
#In '''Service name''', type the name of the new organisation.
#In '''Data processing agreement name''', type the name of the new data processing agreement.
#In '''Organisation type''',use the dropdown menu to select the relevant organisation type.
#In '''Status ''',use the dropdown menu to select Active or Inactive.
#If required, edit one or more of the following:
#Edit one or more of the following:
#*Organisation name
#*Description
#*ODS code
#*Data processor
#*ICO code
#*Start date
#*IG toolkit status
#Click '''Save agreement.'''
#*Alternative name
#In the item tabs, do the following:
#*Organisation type
#*Assign a region - Click <i class="fas fa-plus"></i> to add a region. In the '''Add regions''' dialog box, search for the required organisation and click '''Add selected'''.
#*Date of registration
#*Assign publishers - Click <i class="fas fa-plus"></i> to add a publisher from the region. In the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.
#*System supplier
#*System supplier reference
#*System supplier sharing activated
#Click '''Save service'''.
#If required, in one or more of the item tabs, do one of the following:
#*Click <i class="fas fa-plus"></i> to add parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.


'''See also:'''
'''See also:'''
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*[[Data Sharing Manager/Regions|Regions]]
*[[Data Sharing Manager/Regions|Regions]]
*[[Data Sharing Manager/Organisations|Organisations]]
*[[Data Sharing Manager/Organisations|Organisations]]
*[[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/Cohorts|Cohorts]]
*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Subscriber dashboard|Subscriber dashboard]]
*[[Data Sharing Manager/Audit|Audit]]

Latest revision as of 12:54, 28 March 2023

Data processing agreements are set up in Data Sharing Manager to govern the data that is published to the Discovery Data Service.

Data will not be accepted into the Discovery Data Service or processed without the organisation being assigned as a publisher to an active data processing agreement present in Data Sharing Manager.

Use this section to help you to:

You must make sure that any required changes to a data processing agreement, such as removing a publisher or subscriber organisation, or if you want to stop the agreement, is reflected in the Data Sharing Manager. Any changes made in Data Sharing Manager will affect the live service. If a publisher no longer wants to publish their data into the Discovery Data Service see Changes to a publishing service for further information.

View data processing agreements

  1. Access Data Sharing Manager.
  2. If required, in the Navigation side menu, click Data processing agreements.
    Click next to Name to order the agreements and use the page navigations to show more rows per page or to easily access another page.

View Data processing agreement details

  1. View Data processing agreements.
  2. If required, click the tab links to display details for one or more of the following:
    • Purposes
    • Benefits
    • Regions
    • Publishers
    • Documents
    • Cohorts
    • Data sets
    The number of items is displayed next to each tab link.
  3. If required, click the link of the required item to view further details.

Edit a data processing agreement

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.
  1. View data processing agreement details.
  2. Click to edit the selected data processing agreement. The Data processing agreement details dialog box is displayed.
  3. If required, edit one or more of the following:
    • Data processing agreement name
    • Description
    • Status
    • Data processor
    • Start date
    • End date
  4. Click Save agreement.
  5. If required, in one or more of the item tabs, do one of the following:
    • Click to add a new item, in the Add dialog box, select one or more of the available items, and then click Add selected.
    • Select one or more of the existing items, click , and then, in the Remove dialog box, click Remove.
      Use the parent checkbox to select or deselect all items.

Add a new data processing agreement

You can only add a new data processing agreement 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.
  1. View Data processing agreements.
  2. Click .
    The Data processing agreement details dialog box is displayed.
  3. In Data processing agreement name, type the name of the new data processing agreement.
  4. In Status ,use the dropdown menu to select Active or Inactive.
  5. Edit one or more of the following:
    • Description
    • Data processor
    • Start date
  6. Click Save agreement.
  7. In the item tabs, do the following:
    • Assign a region - Click to add a region. In the Add regions dialog box, search for the required organisation and click Add selected.
    • Assign publishers - Click to add a publisher from the region. In the Add organisations dialog box, search for the required organisation and click Add selected.

See also: