Tablion Data Portal help documentation
  • Tablion Data Portal
  • User Accounts
    • How to sign up in Tablion
    • Editing profile details
    • User Dashboards
    • How to set up Multi Factor Authentication?
  • Administrator Tools
    • Users
      • How to Add Additional User Profile Fields to Request Data
      • Blocking user accounts
      • Changing user roles
    • Data Teams
      • Creating and editing data teams
      • Deactivating and reactivating data teams
      • Assigning data teams to data requests and allocating tasks
    • Datasets
      • How to Create a New Dataset in Tablion
      • How to Extract Datasets from the Aristotle Metadata Registry into Tablion
      • How to Manage Datasets in Tablion
        • Application Requirements
          • Data Request Approval Notifications
    • Document Types
      • Creating or editing a document type
      • Attaching a document type to a dataset
    • How to digitise an undertaking or legal agreement around data use
    • Creating and editing custom pages
    • Creating and editing custom content
    • Versions
      • Dataset Versions
      • Data Passport type Versions
      • User Versions
      • Dataset Paradata Versions
    • Creating and managing custom email notification templates
  • Data Requests
    • Creating and submitting a data request
      • Data Request Checklist
    • Searching for data requests
    • Approving a data request and onboarding its team
  • Data Passports
    • Creating and managing data passports
    • Applying for a data passport
    • Approving or denying a data passport application
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  2. Data Teams

Creating and editing data teams

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Last updated 1 month ago

Data teams can only be created or edited by an Administrator.

Data teams must be created by Tablion Administrators prior to being assigned to a data request. After creation, data teams can be edited or deactivated.

Data team creation includes the curation of a task list, which remains attached to that data team and is to be completed as part of an artefact when that data team is assigned to a data request.

How to create or edit a data team

  1. Select 'Admin tools' from your username dropdown.

  1. Select 'Data Teams'.

  1. If you wish to create a new data team, select 'Create'. If you with to edit an existing data team, select 'Manage' from its row, then 'Edit Data Team'.

  1. Populate/adjust the 'Name' and 'Description' fields as desired.

Note: The 'Description' field is not mandatory.

  1. If you wish to add a manager to the data team, select 'Add' from the 'Managers' section, then select the user you wish to add as a manager from the dropdown.

Notes:

  • Data team managers are able to create artefacts once their team is assigned to a data request, then assign their team members (including other managers) to tasks as desired

  • Researchers cannot be added as data team managers or members.

  1. If you wish to add a member to the data team, select 'Add' from the 'Members' section, then select the user you wish to add as a member from the dropdown.

  1. If you wish to remove any managers or members from the data team, select the checkbox beside their email address, then select 'Delete selected' from the relevant section.

  1. If you wish to add a task to the data team, select 'Add' from the 'Tasks' section, then populate the task with whatever instructions it requires.

  1. If you wish to remove a task from the data team, select the checkbox beside the task(s) you wish to remove, then select 'Delete selected'.

  1. If you want data team related notifications to be sent to a single email address, populate/adjust the 'Mailbox' field with the desired email address.

Note: If the 'Mailbox' field is left empty, data team related notifications will be sent to the account emails of all members of the data team.

  1. Select 'Create'/'Save' once satisfied.