Data Request Guide

See details here, if you have permissions. 

1. Data Access Agreement
   Liaison submits Data Access Agreement (or Trainee visits DAA folder to see it’s there)

2. Data Request Form Submit
   Liaison submits a Data Request Form and the Tech Coordinator assigns a Tech Trainee to view the Request Job.

3. Trainee Consult
   Trainee and Liaison discuss job scope, tags and order of Data Exchange based on task need

4. Export Filter & Validation
   Trainee prepares export filter and validates appropriate number of contacts.

5. Trainee Shares Export
   Trainee exports appropriate member contact information and shares with liaison. 

6. Trainee Plans Import
   Trainee plans import data structure with Liaison (what fields, what format?)

7. Liaison Submits Import Data
   Liaison submits contact list from recruitment events to import to our list

8. NB Database is Backed Up
   Trainee ensures that an admin backs up the NB database (Admins: Evan, Sam, Bram, Stud).

9. Trainee Executes Import
   Trainee executes database import and does validation checks.

10. Trainee Shares Import Report
    Trainee shares import report with liaison.