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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

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UI Step

Access the Service Desk application from the NYSERDA Launch Page.

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UI Step

Select the Share Data with External Parties option under the IT Support side-tab.


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UI Step

Update the Raise this request on behalf of field if an alternate member of your team should be the primary contact for the request.


UI Step

Select the Priority of the request.


UI Step

Enter a Due Date when the new site, site component, library, list or Permission Group should be implemented.


UI Step

Include a brief summary or title for the request in the Summary field.


UI Step

Enter in as detailed a description as is necessary 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 Request Form 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: 
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    iconlink
    titleData Classification Completed Forms
    urlhttps://nysemail.sharepoint.com/sites/NYSERDA/dg/dc/Lists/Information%20Asset%20Classification/AllItems.aspx
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  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
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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.



UI Step

Include any attachments as needed.


UI Step

Click the Create button to submit your request.