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How to set up RM Integris Datashare for RM Unify
Published Date : 06 May 2021   Content Ref: TEC7883794  





Procedure

To authorise the transfer of your data to RM Unify, follow the steps given below:

  1. Log on to RM Integris as an administrator user.
  2. Go to Modules, System Management, RM Integris Datashare.
Image showing RM Integris Datashare

  1. The RM Integris Datashare screen appears. You should now see a screen, as shown in the image below, which shows the available third-party tiles and your own school tile.
Image showing the available third-party tiles and your own school tile

  1. Click the required tile, e.g. RM Unify. You should now see a screen, as shown in the image below, which gives the contact details for the third party and a list of the permissions they require.
Image showing the contact details for the third-party

  1. Click Grant Access. This is your confirmation that you want to grant access by the third party to your school's data that is listed in the 'Permissions required' list. You will then see a screen showing the terms and conditions.
  2. If you are happy with the terms and conditions, tick the box 'Confirm that I have read and understood the Terms and Conditions'.
  3. Click Confirm. You will then see a message that confirms you have granted access to the third party.

Setting specific field permissions

  1. You will now be able to click each of the permissions, e.g. 'Basic information about a student', to see the fields included and if they are 'Required' or 'Optional'.
  2. To enable the selection of which fields you want to send, click Edit.
  3. For RM Unify Datashare, please select all the fields as shown in the image below.
Image showing all the fields you need to select

  1. Once you have made your selection, click Save.
  2. Once you have made your field selections on each of the permission areas, click Close to return to the RM Integris Datashare screen.

Note: RM Integris will not notify the Datashare partner that you have granted access to their data, so please inform the RM Project Coordinator once Datashare is enabled.



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Document Keywords: TEC7883794, rm integris datashare, rm unify, third party, datashare


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