Data Sharing Manager/Projects: Difference between revisions

From Discovery Data Service
Jump to navigation Jump to search
No edit summary
No edit summary
(8 intermediate revisions by the same user not shown)
Line 1: Line 1:
{{Help}}
{{Help}}
Projects are defined in Data Sharing Manager as the detailed configuration of a specific data sharing agreement use case. Use Data Sharing Manager to view, manage, or add projects.
Projects are defined in Data Sharing Manager as the detailed configuration of a specific data sharing agreement use case. Use Data Sharing Manager to view, manage, or add projects.
{{Warning|Publisher’s data will not be shared with a subscriber unless there is an active data sharing agreement and an active project in Data Sharing Manager.}} 


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


* [[Data Sharing Manager/Projects#view projects|View Projects]]
* [[Data Sharing Manager/Projects#view|View Projects]]
* [[Data Sharing Manager/Projects#view project details|View project details]]
* [[Data Sharing Manager/Projects#view details|View project details]]
* [[Data Sharing Manager/Projects#edit project |Edit a project]]
* [[Data Sharing Manager/Projects#edit|Edit a project]]
* [[Data Sharing Manager/Projects#add project |Add a new project]]
* [[Data Sharing Manager/Projects#add|Add a new project]]


<span id="view Projects"></span>
{{Note|You must make sure that any required changes to a project, such as removing a publisher or subscriber organisation, or if the project is no longer active, is reflected in Data Sharing Manager. Any changes made in Data Sharing Manager will affect the live service.}}
 
<span id="view"></span>
== View Projects==
== View Projects==


#[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-folders"></i> '''Projects'''.
# If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click <i class="fad fa-folders fa-lg"></i> '''Projects'''.
#:{{Tip|1=Click <i class="fas fa-arrow-up"></i> next to '''Name''' to order the projects 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 projects and use the page navigations to show more rows per page or to easily access another page.}}


<span id="view project details"></span>
<span id="view details"></span>


==View project details==
==View project details==
#[[Data Sharing Manager/Projects#view Projects|View Projects]].
#[[Data Sharing Manager/Projects#view|View Projects]].
#Click the link of the required project.
#Click the link of the required project.
#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:
Line 34: Line 38:
#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 project"></span>
<span id="edit"></span>


==Edit a project==
==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.}}
{{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 project details|View project details]].
{{Warning|Any changes to the project status, project dates, or the publisher and subscriber organisations, directly affect the live project. If you want to remove a publisher from the project, please remove them from the project publisher organisations and contact us at [mailto:datasupport@endeavourhealth.org datasupport@endeavourhealth.org] so that we can revoke the subscriber’s access to the data.}}
#[[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.
#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:
#If required, edit one or more of the following:
Line 78: Line 83:
#*Select one or more of the existing items, and then click '''Add'''.
#*Select one or more of the existing items, and then click '''Add'''.


<span id="add project"></span>
<span id="add"></span>


==Add a project==
==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.}}
{{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 projects|View Projects]].
#[[Data Sharing Manager/Projects#view|View Projects]].
#Click <i class="fas fa-plus"></i>.
#Click <i class="fas fa-plus"></i>.
#:The '''Project details''' dialog box is displayed.
#:The '''Project details''' dialog box is displayed.
Line 89: Line 94:
#*Description
#*Description
#*Technical description
#*Technical description
#Click '''Save cohort'''.
#Click '''Save project'''.
#If required, in one or more of the following, click <i class="fas fa-plus"></i>:
#If required, in one or more of the following, click <i class="fas fa-plus"></i>:
#*Processing agreements
#*Processing agreements
Line 109: Line 114:
*[[Data Sharing Manager/Cohorts|Cohorts]]
*[[Data Sharing Manager/Cohorts|Cohorts]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Subscriber dashboard|Subscriber dashboard]]
*[[Data Sharing Manager/Audit|Audit]]

Revision as of 16:57, 26 April 2021

Projects are defined in Data Sharing Manager as the detailed configuration of a specific data sharing agreement use case. Use Data Sharing Manager to view, manage, or add projects.

Publisher’s data will not be shared with a subscriber unless there is an active data sharing agreement and an active project in Data Sharing Manager.

Use this section to help you to:

You must make sure that any required changes to a project, such as removing a publisher or subscriber organisation, or if the project is no longer active, is reflected in Data Sharing Manager. Any changes made in Data Sharing Manager will affect the live service.

View Projects

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

View project details

  1. View Projects.
  2. Click the link of the required project.
  3. If required, click the tab links to display details for one or more of the following:
    • Sharing agreements
    • Publishers
    • Subscribers
    • Documents
    • Cohorts
    • Data sets
    • Authority to share
    • Extract technical details
    • Scheduler
    The number of items is displayed next to each tab link.
  4. If required, click the link of the required item to view further details.

Edit a project

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.
Any changes to the project status, project dates, or the publisher and subscriber organisations, directly affect the live project. If you want to remove a publisher from the project, please remove them from the project publisher organisations and contact us at datasupport@endeavourhealth.org so that we can revoke the subscriber’s access to the data.
  1. View project details.
  2. Click to edit the selected project. The Project details dialog box is displayed.
  3. 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
  4. Click Save project.
  5. 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
  6. Click Save project.
  7. If required, in one or more of the following, click :
    • Processing agreements
    • Sharing agreements
    • Regions
    • Projects
    • Select one or more of the existing items, and then click Add.

Add a project

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.
  1. View Projects.
  2. Click .
    The Project details dialog box is displayed.
  3. In Project name, type the name of the new project.
  4. If required, add details for one or more of the following:
    • Description
    • Technical description
  5. Click Save project.
  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: