Data Sharing Manager/Data sets: Difference between revisions

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


* [[Data Sharing Manager/Data sets#view data sets|View Data sets]]
* [[Data Sharing Manager/Data sets#view|View Data sets]]
* [[Data Sharing Manager/Data sets#view data set details|View Data set details]]
* [[Data Sharing Manager/Data sets#view details|View Data set details]]
* [[Data Sharing Manager/Data sets#edit data sets|Edit a data set]]
* [[Data Sharing Manager/Data sets#edit|Edit a data set]]
* [[Data Sharing Manager/Data sets#add data sets|Add a new data set]]
* [[Data Sharing Manager/Data sets#add|Add a new data set]]


<span id="view data sets"></span>
<span id="view"></span>
== View Data sets==
== View Data sets==


#[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-layer-group"></i> '''Data sets'''.
# If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click <i class="fas fa-layer-group fa-lg"></i> '''Data sets'''.
#:{{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 data sets and use the page navigations to show more rows per page or to easily access another page.}}


<span id="view data set details"></span>
<span id="view details"></span>


==View Data set details==
==View Data set details==
#[[Data Sharing Manager/Data sets#view data sets|View Data sets]].
#[[Data Sharing Manager/Data sets#view|View Data sets]].
#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:
#:*Processing agreements
#:*Processing agreements
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#If required, click the link of the required item to view further details.
#If required, click the link of the required item to view further details.


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


==Edit a data set==
==Edit a data set==
{{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/Data sets#view data set details|View data set details]].
#[[Data Sharing Manager/Data sets#view details|View data set details]].
#Click <i class="fas fa-pencil"></i> to edit the selected data set.  The '''Data set details''' dialog box is displayed.
#Click <i class="fas fa-pencil"></i> to edit the selected data set.  The '''Data set details''' dialog box is displayed.
#If required, edit one or more of the following:
#If required, edit one or more of the following:
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#If required, in one or more of the item tabs, do one of the following:
#If required, in one or more of the item tabs, do one of the following:
#*Click <i class="fas fa-plus"></i>  to add a new item, then, in the '''Add''' dialog box, select one or more of the available items, and then click '''Add selected'''.
#*Click <i class="fas fa-plus"></i>  to add a new item, then, 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 <i class="fas fa-trash"></i>, and then, in the '''Remove''' dialog box, click '''Remove'''.
#*Select one or more of the existing items, click <i class="fas fa-trash"; style="color:orange"></i>, and then, in the '''Remove''' dialog box, click '''Remove'''.
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}
<span id="add dsa"></span>
<span id="add"></span>


==Add a new data sharing agreement==
==Add a new data set==
{{Note| You can only add a new data sharing 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 data set 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 sharing agreements#view dsa|View Data sharing agreements]].
#[[Data Sharing Manager/Data sets#view|View Data sets]].
#Click <i class="fas fa-plus"></i>.
#Click <i class="fas fa-plus"></i>.
#:The '''Data sharing agreement details''' dialog box is displayed.
#:The '''Data set details''' dialog box is displayed.
#In '''Data sharing agreement name''', type the name of the new data sharing agreement.
#In '''Data set name''', type the name of the new data set.
#In '''Status ''',use the dropdown menu to select Active or Inactive.
#If required, add details for one or more of the following:
#If required, edit one or more of the following:
#*Description
#*Organisation name
#*Technical description
#*ODS code
#Click '''Save data set'''.
#*ICO code
#If required, in one or more of the following, click <i class="fas fa-plus"></i>:
#*IG toolkit status
#*Processing agreements
#*Alternative name
#*Sharing agreements
#*Organisation type
#*Projects
#*Date of registration
#*Regions
#*System supplier
#*:The relevant '''Add''' dialog box is displayed.
#*System supplier reference
#Select one or more of the available items, and then click '''Add'''.
#*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/Projects|Projects]]
*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[ Data Sharing Manager/Subscriber dashboard]]
*[[Data Sharing Manager/Audit|Audit]]

Latest revision as of 09:44, 17 March 2023

Data sets define what data is used in a project in Data Sharing Manager. Use Data Sharing Manager to view, manage, or add data sets.

Use this section to help you to:

View Data sets

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

View Data set details

  1. View Data sets.
  2. If required, click the tab links to display details for one or more of the following:
    • Processing agreements
    • Sharing agreements
    • Projects
    • Regions
    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 set

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 set details.
  2. Click to edit the selected data set. The Data set details dialog box is displayed.
  3. If required, edit one or more of the following:
    • Data set name
    • Description
    • Technical definition
  4. Click Save data set.
  5. If required, in one or more of the item tabs, do one of the following:
    • Click to add a new item, then, 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 set

You can only add a new data set 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 sets.
  2. Click .
    The Data set details dialog box is displayed.
  3. In Data set name, type the name of the new data set.
  4. If required, add details for one or more of the following:
    • Description
    • Technical description
  5. Click Save data set.
  6. If required, in one or more of the following, click :
    • Processing agreements
    • Sharing agreements
    • Projects
    • Regions
      The relevant Add dialog box is displayed.
  7. Select one or more of the available items, and then click Add.

See also: