Declare a source and its authority
Record source identity, disclosure authority, retention and actual relationship types.
For supervisors
Practise with fictional workshop records. For real work, use only sources you are allowed to read.
Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.
Declare a source and its authority
- Declared datasets
Declared datasets.
Open declared datasets.
- Check named readers and source authority
Check named readers and source authority.
A supervisor needs an explicit dataset reader grant. Ownership and a product role do not supply access to source evidence.
- Name this evidence set
Name this evidence set.
Use a name that tells colleagues which records this declaration covers.
- Record the exact source ID
Record the exact source ID.
The source ID is part of every identity. Do not merge sources because their printed codes match.
- Record the source generation
Record the source generation.
Keep the source generation exactly as agreed with the provider.
- Record the agreed scope
Record the agreed scope.
Describe the bounded scope supplied by this source.
- Name the responsible data owner
Name the responsible data owner.
Record who is responsible for this evidence set.
- Record permission to hold and share it
Record permission to hold and share it.
Confirm the real authority with the source owner before using customer evidence. This example contains fictional records only.
- Record the retention agreement
Record the retention agreement.
State the agreed storage and retention basis. A source declaration is not live verification.
- Declare the recorded relationship type
Declare the recorded relationship type.
Select only the relationship types this source actually supplies. Do not turn a verification check into consumption.
- Create the declared dataset
Create the declared dataset.
The creating supervisor is a named reader. Add other readers only with permission to share this source evidence.
Check the current records and any missing-information notices before using a result at work.