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System Instructions



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Introduction

These instructions review how to complete the Share Data with External Parties ticket from the Service Desk application.


Instructions

UI Steps
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UI Step

Access Service Desk from the NYSERDA Launch Page (https://launch.nyserda.org).

Warning

The NYSERDA Launch Page can only be accessed from your VM.


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UI Step

Scroll down the page to Request Types and select the Share Data with External Parties option under the IT Support side-tab.

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UI Step

Select the Priority for the request.

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UI Step

Enter a due date when the new site, site component, library, list or Permission Group should be implemented and a summary or title.

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UI Step

Enter a detailed description to adequately outline all of your needed requirements. These requirements can also be outlined in a Word or Excel file and attached to the ticket. Include links to your completed Data Classification Worksheet and completed Information Asset Worksheet and External Data Sharing Request Form.

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titleHow to get the URL for a completed Data Classification Form
  1. Access the list of completed forms here: 
    UI Button
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    iconlink
    titleData Classification Completed Worksheets
    urlhttps://nysemail.sharepoint.com/sites/NYSERDA/dg/dc/Lists/Information%20Asset%20Classification/AllItems.aspx
    .
  2. Filter the Requestor Name column to locate your name.
  3. Click on the Data Source field to open the Data Classification Worksheet.
  4. Click the Copy Link option at the top of the window and paste the URL into the description field.


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titleHow to get the URL for a completed External Data Sharing Request Form
  1. Access the list of completed forms here: 
    UI Button
    colorblue
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    iconlink
    titleExternal Data Sharing Request Completed Forms
    urlhttps://nysemail.sharepoint.com/sites/NYSERDA/dg/Lists/External%20SharePoint%20Request%20Form/AllItems.aspx
    .
  2. Filter the Requestor Name column to locate your name.
  3. Right-click the  icon and select Copy Link Address
  4. Then paste the URL into the description field.


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UI Step

These requirements can also be outlined in a Word or Excel file and attached to the ticket. Include links to your completed Information Asset Identification Worksheet


UI Step

Click the Create button to submit your request.