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
      • How to create a document type?
      • How to attach 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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How to Manage Datasets in Tablion

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Last updated 25 days ago

Managing datasets in Tablion allows Administrators to configure datasets per the Organisation's needs.

  1. To access the Dataset Management page, navigate to the "Admin tools".

  1. From here, select "Datasets" from the Administration Tools Actions menu.

  1. You can now manage the Datasets by selecting the "Manage" button next to the Dataset you would like to order.

Below are the different tabs available to manage for each Dataset:

  • Overview: The "Manage Dataset" section in Tablion enables Administrators to configure datasets according to the specific needs of the Organisation.

  • Application Requirements: This tab provides Administrators with the ability to configure various aspects of the data passports, approvers, team submission, and more. Within this tab, Administrators can customise and set up the settings related to data passports, defining the criteria and requirements for accessing specific data. They can also manage the approvers, determining the individuals or roles responsible for reviewing and approving data requests.

  • Access Request Details: This tab details the data request questions associated with the specific Dataset.

  • Onboarding: The "Download Onboarding Audit Log" feature allows users to retrieve a comprehensive record of the onboarding process. By utilising this functionality, Administrators and authorised personnel can obtain a detailed log that includes approved data requests, user profile information, undertakings, and request details.

This tab is expanded on in an additional help page, .

available here