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Process



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Introduction

NYSERDA uses an externally-facing SharePoint site as a secure web-based collaboration platform. With this platform, files can be shared with NYSERDA staff, external stakeholders, as well as with inter-agency personnel who require access to perform their specific job duties. Sharing files or information that contain Public, Confidential-Internal, Confidential-Private, and/or Confidential-Restricted information are subject to NYSERDA's Data Classification and Security Controls Policy.

This page outlines the process involved in requesting new External SharePoint site. Click each tab below, in order, to review the complete process and all steps involved. If you have questions or issues with any part of this process, please reach out to the Data Governance office for further support.


Instructions

UI Steps
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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

Include the following information in the ticket:

  1. What's the purpose of the request? Provide a high-level description of data that will be included in the documents.
  2. Data Classification Type
    1.  Public
    2. Confidential – Internal
    3. Confidential – Private
    4. Confidential – Restricted
  3. Site Name
  4. Link to the Site
  5. What is the name of your new Document Library?
  6. Should all stakeholders have access to the documents in this document library?
  7. Do stakeholders need edit or read-only access for collaboration on the document library(s)?
    1. Edit
    2. Read-Only
    3. Edit Without Delete


UI Step

The ticket and information within will be reviewed by IT and Data Governance. Once approved, the new Document Library or List will be implemented by IT. IT will also send out an email notification providing details regarding the new Document Library or list.

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<a href="URL goes here" target=" _blank">URL Title/Name goes here</a>