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SharePoint: External Data Sharing Request Form

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Excerpt
Info
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An External Data Sharing Request Form must be completed when Requesting External Sites

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System Instructions

Info
A External Data Sharing Request Form must be completed

in order to share data with external stakeholders

on one of NYSERDA's approved platforms such as; SharePoint, the NYSERDA secured portal, a secured FTP site, OPEN NY or a NYSERDA web site.
Instructions

UI Steps
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UI Step

Access

the 

the External Data Sharing Request Form here: 

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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

**Note: 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, MOUs, or third-party contract 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, MOUs, or other documents (if applicable) are attached. The Data Governance Office will receive an email notification when the new
forms are
form has been 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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    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 Image Added 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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