Data Sharing Manager/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.
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.
Cohorts define the criteria that is used to select the patients for projects in Data Sharing Manager. Use Data Sharing Manager to view, manage, or add cohorts.

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:

Projects

• View Projects
• View project details
• Edit a project
• Add a new project

Data sets

• View Data sets
• View Data set details
• Edit a data set
• Add a new data set

Cohorts

• View Cohorts
• View cohort details
• Edit a cohort
• Add a new cohort

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that any required changes to a project, such as removing a publisher or subscriber organisation, or if the project is no longer active, is reflected in Data Sharing Manager.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.

Projects

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

   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 support@voror.co.uk 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 (extract, query, API, distribution)
   • Status
   • Start date
   • End date
   • Application policy
   • Config name (only displayed if the project type is distribution)
   • Authorised checkbox

4. Click Save project.
5. If required, in one or more of the following:

   • Sharing agreements
   • Publishers - this is a pre-defined list from the organisations available in the sharing agreement
   • Subscribers - this is a pre-defined list from the organisations available in the sharing agreement
   • Documents
   • Cohort - this is a pre-defined list of existing cohorts. To create a new cohort see Cohorts.
   • Data sets - this is a pre-defined list of existing data sets. To create a new data set see Data sets.

6. Click to add a new item, in the Add dialog box, select one or more of the available items, and then click Add selected.
7. 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 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, edit one or more of the following:

   • Business case
   • Summary
   • Objectives
   • Project lead
   • Project technical lead
   • Storage protocol
   • Patient consent model
   • De-identification level
   • Project type (extract, query, API, distribution)
   • Status
   • Start date
   • End date
   • Application policy
   • Config name (only displayed if the project type is distribution)
   • Authorised check box

5. Click Save project.

A project must belong to a data sharing agreement and having publishing organisations in order for data to be shared with a subscriber.

Assign a sharing agreement

1. In the project details page, click Sharing agreements.
2. Click to add a new item, in the Add dialog box, select one or more of the available items, and then click Add selected.

   The sharing agreements available are a pre-defined list. To add a new sharing agreement, see Add a new data sharing agreement

   .

Assign a publisher

1. In the project details page, click Publishers.
2. Click to add a new item, in the Add dialog box, select one or more of the available items, and then click Add selected.
3. Note: The publishing organisations available are a pre-defined list from the assigned sharing agreement.

Data sets

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.

Cohorts

View Cohorts

1. Access Data Sharing Manager.
2. If required, in the Navigation side menu, click Cohorts.

   Click next to Name to order the cohorts and use the page navigations to show more rows per page or to easily access another page.

View cohort details

1. View Cohorts.
2. Click the link of the required cohort.
3. 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.

4. If required, click the link of the required item to view further details.

Edit a cohort

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 cohort details.
2. Click to edit the selected cohort. The Cohort details dialog box is displayed.
3. If required, edit one or more of the following:

   • Cohort name
   • Description
   • Technical definition

4. Click Save cohort.
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 cohort

You can only add a new cohort 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 Cohorts.
2. Click .

   The Cohort details dialog box is displayed.

3. In Cohort 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 cohort.
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:

• My sharing
• Regions
• Organisations
• Data processing agreements
• Data sharing agreements
• Reporting
• Subscriber dashboard