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How to perform Data Out file approval
How to perform Data Out file approval
- For a video - https://youtu.be/2t-d4MGaBT8
- If you have been notified that as a Data Out Approver there are files that require your approval. You will need to access the Gateway, to do visit the Gateway URL (portal.XXXX.ukserp.ac.uk – replace xxxx with your portal URL)
- Click on the “Launch platform" button.
- Launch the platform and connect to the gateway logging in using your Yubkey or FreeOTP app.
- Once you are connected to the Secure Research Platform, each desktop has an icon which is titled “DataIn and DataOut” (see below for an example)
- Double click on the icon and you will be prompted with a page which has 4 actions
- To review the files, click on “Review” and you will be prompted with a list of “Pending” and “Previous Requests” (See below for example)
- The list of files that require your approval are listed under the “Pending Requests” section.
- To review the file requiring approval, click on the icon under “Review” on the line of the file requiring approval. (You will be prompted with a page which resembles the page below)
- At this point you can now “view” the file which has been requested to be exported. If there are multiple files, they will be represented as multiple lines on the page.
- To view the file click on the file name under “file” and you will be prompted with a download icon as per the screenshot below
- Click on “Open” to view the file and make a decision if this is to be allowed outside of the gateway.
- Once you have decided if this file can be approved in line with your Information governance rules, tick the box next to the file name. Repeat this step for each file requesting to be approved and then click on the “✔ Approve” button.
- If you wish to reject any files, tick the box next to each file name and then click on the “x Reject” button.
- If you have approved a file you will be provided with a page that resembles the following:
- Once you have approved or reject each file, there is a need to then complete the request. To do this click on the “✔ Complete” button.
- Once you click on the “✔ Complete” button you are then prompted to include a “Complete Review” at this point you are able to include a message. Should you wish to do this, place a tick in the checkbox and the you are able to provide a short message as per the screenshot below:
- You will then need to “Complete” the action of file review by selecting the “Complete” button.
- Once you complete the action, these particular files will disappear from your “Pending Requests” to the “Previous Requests” see screenshot below