Data Sharing Manager/Regions: Difference between revisions

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Regions are set up in Data Sharing Manager to represent the NHS STP hierarchy; they are used to control which organisations you can access, and are dependent on your user permissions and the organisation that you are associated with.
{{Help}}
Regions are set up in Data Sharing Manager to represent the NHS hierarchy; they are used to control which organisations you can access, and are dependent on your user permissions and the organisation that you are associated with.


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


* [[Data Sharing Manager/Regions#view regions|View Regions]]
* [[Data Sharing Manager/Regions#view|View Regions]]
* [[Data Sharing Manager/Regions#region details|View region details]]
* [[Data Sharing Manager/Regions#details|View region details]]
* [[Data Sharing Manager/Regions#edit regions|Edit a region]]
* [[Data Sharing Manager/Regions#edit|Edit a region]]
* [[Data Sharing Manager/Regions#new regions|Add a new region]]
* [[Data Sharing Manager/Regions#new|Add a new region]]


<span id="view regions"></span>
An organisation or service must be assigned to a region to be able to be assigned to a data processing agreement and data sharing agreement.
<span id="view"></span>
== View Regions ==
== View Regions ==
#[[Access Data Sharing Manager]].
#[[Access Data Sharing Manager]].
#If required, in the [[Navigation side menu]], click <i class="fad fa-globe-europe fa-lg"></i> '''Regions''' .
#If required, in the [[Navigation side menu]], click <i class="fas fa-globe-europe fa-lg"></i> '''Regions''' .
#:{{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 regions and use the page navigations to show more rows per page or to easily access another page.}}
#:{{Tip| The number of items is displayed next to each tab link.}}
<span id="details"></span>
<span id="region details"></span>
== View region details==
== View region details==
#[[Access Data Sharing Manager]].
#[[Data Sharing Manager/Regions#view|View Regions.]]
#[[Data Sharing Manager/Regions#view regions|View Regions.]]
#Click the link of the required region.
#Click the link of the required region.
#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:
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#:{{Tip| The number of items is displayed next to each tab link.}}
#:{{Tip| The number of items is displayed next to each tab link.}}
#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 regions"></span>
<span id="edit"></span>
==Edit a region==
==Edit a region==
{{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/Regions#details|View region details]].
#Click <i class="fas fa-pencil"></i> to edit the selected region.  The '''Region details''' dialog box is displayed.
#If required, in '''Region name''', edit the name of the region.
#If required, in '''Description''', edit the description of the region.
#Click '''Save region'''.
#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, 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'''.
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}
<span id="new"></span>


<span id="new regions"></span>
==Add a new region==
==Add a new region==
{{Note| You can only add a new region 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/Regions#view|View Regions.]]
#Click <i class="fas fa-plus"></i>.
#:The '''Region details''' dialog box is displayed.
# In '''Region name''', type the name of the new region.
# In '''Description''', type the description of the new region.
#Click '''Save region'''.
# If required, in one or more of the following, click <i class="fas fa-plus"></i>:
#*Sharing agreements
#*Processing agreements
#*Parent regions
#*Child regions
#*Organisations
#:The relevant '''Add''' dialog box is displayed.


'''See also:'''
'''See also:'''
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*[[Data Sharing Manager/My sharing|My sharing]]
*[[Data Sharing Manager/My sharing|My sharing]]
*[[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/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]]

Latest revision as of 12:51, 28 March 2023

Regions are set up in Data Sharing Manager to represent the NHS hierarchy; they are used to control which organisations you can access, and are dependent on your user permissions and the organisation that you are associated with.

Use this section to help you to:

An organisation or service must be assigned to a region to be able to be assigned to a data processing agreement and data sharing agreement.

View Regions

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

View region details

  1. View Regions.
  2. Click the link of the required region.
  3. If required, click the tab links to display details for one or more of the following:
    • Sharing agreements
    • Processing agreements
    • Parent regions
    • Child regions
    • Organisations
    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 region

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 region details.
  2. Click to edit the selected region. The Region details dialog box is displayed.
  3. If required, in Region name, edit the name of the region.
  4. If required, in Description, edit the description of the region.
  5. Click Save region.
  6. 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 region

You can only add a new region 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 Regions.
  2. Click .
    The Region details dialog box is displayed.
  3. In Region name, type the name of the new region.
  4. In Description, type the description of the new region.
  5. Click Save region.
  6. If required, in one or more of the following, click :
    • Sharing agreements
    • Processing agreements
    • Parent regions
    • Child regions
    • Organisations
    The relevant Add dialog box is displayed.

See also: