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Describe each step to be taken to complete the scope of this Work Instruction in the prescribed sequence.  Note:  Use active verbs in the "Instructions" column.

Provisioning a CDISC Library Account

Step #RoleInstructions
1.0CDISC Library Support Technician

Receives a CDISC Library account creation request, either:

Note:  It is strongly preferred that all requests be submitted through the Account Request Form.  If an informal request is received, the CDISC Library Support Technician should direct the requesting party to the Account Request Form if appropriate.  Exceptions may be granted by CDISC Management.

2.0CDISC Library Support Technician

Reviews the account request to ensure the requestor is from a CDISC Member Organization listed on Our Members.

  • If they are, proceeds to the next step.
  • If the member is a volunteer, obtains approval from _____ (amy/beth) to proceed.  
    Status
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    titleedit
  • If not, directs the requestor to the Membership Team to assist further.  
    Status
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    titleedit
2.1CDISC Library Support Technician

Confirms the CDISC Member Organization will not exceed their account allowance with this request, referenced on the "Account Allowance" tab of the CLIB Users SharePoint file.  If the account will place the Member Organization over the account allowance, the Technician advises the Member Organization of this, and inquires if the Member Organization would like to purchase an additional account, or remove a current account user.

2.2CDISC Library Support Technician

Determines if the requestor is adequately authorized to request a CDISC Library account. 

  • If this is the CDISC Member Organization's first account, no further approvals are required.
  • If other CDISC Library accounts exist for the Account Request Form was submitted by someone other than the Member Organization, the requestor should also be the existing sole administrator for the other accounts, or the approval of the sole administrator should be obtained prior to proceeding with the request.
  • For CDISC Member Organizations with multiple CDISC Library accounts and administrators, the Library Technician obtains approval from all administrators or authorized parties, and confirms which individuals should be listed for new and existing account IT/Admin contacts.

(should have one admin) – talk to julie, we are growing.

2.3CDISC Library Support Technician

Status
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titleedit

  • 's existing Account Administrator, approval from the Account Administrator is required.
  • Subsequent accounts should maintain the same IT/Technical Contact and Administrative Contact for all accounts created for a Member Organization, unless otherwise directed.
33.0CDISC Library Support TechnicianTransposes the CDISC Library account request into Jira, creating a new customer profile for the CDISC Member Organization if one does not already exist.
3.1CDISC Library Support TechnicianAdvises the Azure Active Directory Administrator of the Jira ticket.
4.0Azure Active Directory AdministratorProvisions the new account in Azure AD B2C and Azure APIM using the CDISC Library User Account Provisioning instructions.
4.1Azure Active Directory AdministratorAdvises the CDISC Library Support Technician of the account creation.
5.0CDISC Library Support TechnicianCommunicates a Welcome Package to the new Account User, copying applicable Account Administrators.
5.1CDISC Library Support TechnicianNotates the client was notified and that the issue is being resolved on the Jira ticket, and closes the ticket.

Deactivating a CDISC Library Account

Step #RoleInstructions
1.0CDISC Library Support Technician

Receives a CDISC Library account deactivation request that involves removing access to the CDISC Library for an Account User.

Note:  Deactivated accounts on Azure AD B2C are not deleted, but rather, their associated credentials are blocked.

2.0CDISC Library Support Technician

Reviews the account deactivation request to ensure the appropriate approvals are obtained.

  • If the requestor is not the account administrator, obtains approval if needed.
  • Status
    colourYellow
    titleedit
























General Workflow

Include a general workflow diagram that summarizes this Work Instruction.

Provisioning a CDISC Library Account

Gliffy Diagram
2
displayNameProcess Diagram
nameProcess Diagram
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Deactivating a CDISC Library Account

References

List references pertinent to this Work Instruction, e.g., COP-001.

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