Data Privacy Projects

To use

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, you must create or open a project where you will define your metadata, data elements, and rules.

The person who creates a project automatically becomes the Data Privacy Project Administrator. That person remains the Data Privacy Project Administrator until changed by the Data Privacy Administrator or the Data Privacy Project Administrator. Only the project owner or the Data Privacy Administrator can delete a project after it is created. The Data Privacy Administrator has authorization to all projects and can do everything, including updating the project and assigning a new owner to the project.

You can access your projects from the Rules Explorer view. When a repository is open, all projects defined within that repository are listed. To make changes to your project, it must be open, and to open the project, you must have a role authorization that allows you to open and change the project.

The data privacy definition within a project consists of Data Elements, Rules, Metadata, Composites, and Extensions. You can view or update this information by selecting the appropriate tab at the bottom of the selected project's view. Metadata is shown on the Coverage tab.

Double-clicking the project name opens the project and displays the Project Overview view. Here, with the appropriate permissions, you can modify the Name, Short Name, Description, and Data Privacy Project Administrator.

Right-click a project to perform the following tasks:

• Open a project that is not currently open.
• Delete a project.
• Lock a project that is currently unlocked or unlock a project that is currently locked. The project must be open for this task to appear in the list.
• View a project summary. A project summary provides printable information about the project, its metadata, data elements, source data identifiers, and rules including rule actions, rule logic, and rule variables.

• Export project.

  To export a project, right-click the project name in the project tree view and select Export Project. When the Save As dialog box appears, navigate to the location where you want to store the project resource file. The default file name is the same as the project name, but it can be changed.

  Only the Data Privacy Administrator can export a project.

A global project, named Global, is automatically created when you create a File-AID Data Privacy repository. You can import global data elements or global rules from the global project into your data privacy project. For more information, see Global-Project-Definitions.