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System Instructions



Info

A External Data Sharing Request Form must be completed when Requesting External Sites in order to share data with external stakeholders on an External SharePoint site.


Instructions

UI Steps
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UI Step

Access the 

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titleExternal Data Sharing Request Form
urlhttps://nysemail.sharepoint.com/sites/NYSERDA/dg/Lists/External%20SharePoint%20Request%20Form/NewForm.aspx?Source=https%3A%2F%2Fnysemail%2Esharepoint%2Ecom%2Fsites%2FNYSERDA%2Fdg%2FLists%2FExternal%2520SharePoint%2520Request%2520Form%2FAllItems%2Easpx&RootFolder=%2Fsites%2FNYSERDA%2Fdg%2FLists%2FExternal%20SharePoint%20Request%20Form


UI Step

Complete the form, being as detailed and thorough as possible.

Info

If you need assistance when completing the form, please reach out to the Data Governance Office.



UI Step

Then, attach any NDAs associated with your request agreements, such as NDAs or MOUs if applicable, to the form using the Attach File button found at the top of the form. This information is necessary to inform both Legal and Data Governance of any restrictions on how NYSERDA may share or store data.

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UI Step
Click Save when the form is complete and your NDAs (if applicable) are attached. The Data Governance Office will receive an email notification when new forms are completed or existing forms are updated.


UI Step

To update your completed form:

  1. Access the list of completed forms here: 
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    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. Click the  icon to put the record in edit mode and update information or attach a file.
  4. Click Save to accept changes.




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