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The Assess stage enables a data custodian to make a preliminary decision about whether the requested data can reasonably be shared with the data requestor. A positive assessment is an indication that the proposed data sharing project has merit, and details will need to be worked out before a data sharing agreement is formalised. It does not constitute a formal agreement to share the requested data.
An email notification from Dataplace will be sent to the designated mailbox in your organisation’s profile when a data sharing request is submitted to your organisation.
To access data sharing requests for your organisation, navigate to the Manage data requests page or select from the Services drop-down menu.
All data sharing projects your organisation has received as a data custodian are listed under the Custodian tab. The Requestor tab displays projects your organisation is drafting or has submitted to others. Only organisations with a data custodian role can access the Custodian tab. The Activity tab shows the history and status of all data sharing projects your organisation has participated in.
The Manage data requests page allows you to:
To find the data sharing request for assessment, select the Custodian tab and select the data sharing request to open the form.
Only data coordinators and organisation administrators can view a submitted data sharing request. They can invite other users from the organisation to help assess the data sharing request. Additional users may be added to the the data sharing request from the right-hand menu and selecting Manage under Contributors. This will open a pop-up window, enabling a user to be added to the data sharing request. Added users will receive an email notification with a link to the data sharing request.
Any user may commence the assessment.
The data sharing request is only viewable and cannot be edited by a data custodian. The data sharing request consists of:
You can select the Info tab which provides information about the data requestor including the accreditation status under the DATA Scheme. To print a copy of the data sharing request, select Print from the 'Actions' menu (three vertical dots) at the top of the screen.
Occasionally, you may not have all the requested data and will need to involve other data custodians to fulfill the data request.
To invite additional data custodians to the data sharing request, use the Info tab in the data request form and select Manage under Additional custodians.
Selecting Manage will open a pop-up for inviting additional custodians to the data sharing request. While it is best practice to contact the data custodian before you invite them to the request, you may provide reasonings as to why the data custodian has been invited in the justification box.
This justification will be sent to the data requestor as part of a notification that an additional data custodian has been added.
Additional custodians can undertake their own assessment of the data sharing request. Only the lead custodian can view the assessment of additional custodians, to inform the overall assessment seen by the data requestor.
If you do not have the requested data or it is appropriate for a different organisation to be the lead custodian, you can transfer the data sharing request. If you cannot determine who the appropriate data custodian is, you may choose to refuse the data sharing request during the assessment process.
Transfer during the Assessment stage
To transfer the data sharing request, use the ‘Actions’ icon (vertical ellipsis) at the top of the screen once you have selected Commence or select the ‘Transfer’ icon (indicated with two arrows).
Selecting Transfer opens a pop-up. If you confirm your organisation does not have the requested data after transferring custodianship, your organisation will be removed from the data sharing request. Otherwise, your organisation will remain as an additional custodian.
After opening the data sharing request, select Commence in the ‘Actions’ menu (vertical ellipsis) to commence the assessment.
Once commenced, questions will appear in the Assessment tab to guide the data custodian through the assessment. The questions are grouped into 5 categories and are dynamically populated based on responses.
Once you have finished your assessment, select Complete. You will see an onscreen notification confirming completion of the assessment and the data requestor will be notified.
Assessment responses will be made available to the data requestor.
The following functions are available for the data custodian during the assessment: