Data Use Agreement
How do I create a Service Request for a Data Use Agreement?
SOM Only
- From the Dashboard, click on Service Request in the top row.
- Click on the green Create New Service Request button in the upper right corner.
The following screen will open:
- The Priority dropdown menu can be changed if needed to low or high.
- The Department field is the lead unit or first 8-digits of the cost center. Begin typing the unit name or number and a dropdown menu with options will open.
- Choose the Category – Service Request from the dropdown menu.
- Choose the Type – Data Use Agreement (DUA) from the dropdown menu.
- Complete the Subject line in the Subject field. The first section of the Subject is the type of Service Request followed by other identifying information that the user will need to input.
- Enter the department, PI, and due date,
- Click on the Save button in the bottom right corner. The Service Request has now been started and assigned a system number.
- DO NOT Add an Association: Add the Award # or IP# in the Summary Comments.
- Scroll down to the Key personnel section and click on Add Key Personnel. The following pop-up box will open.
Enter the PI in the Employee field and enter their Role. Click on Add Key personnel.
- Click on the Questionnaire tab and complete all questions on the Data Use Agreement (SOM only) questionnaire. The PI can complete this questionnaire if preferred. Each questionnaire will begin as a YELLOW tab.
DUAs require a SOW attachment, which can be found under the more actions (ellipsis) Menu
- Click on the More Actions button in the upper right corner.
- Click on Print Service Request.
- Choose DUA SOW ATTACHMENT FDP from the drop down list and then click on Print. Save to your desktop
- Edit the fillable form as appropriate and then upload to the Attachment tab.
- Upload the completed form to thelast question in the Data Use Agreement Questionnaire.
- After each questionnaire is complete, it’s tab will change to GREEN.
If additional information or attachments need to be added:
- Click on the Comments icon located in various places throughout the record.
- The following files under 50 MB are supported: pdf, doc, docx, csv, xml, ppt, pptx, txt, xls, xlsx, zip, json, xlsm, jpg, msg.
- Click on the Validate button in the upper right corner to determine if further action is required. Fix any errors and evaluate if any warnings require changes. A Service Request can be submitted with warnings, but all errors that display must be fixed before Fibi will be able to route the Service Request for approval.
- Click on the Submit button when ready to submit.
- If the Submit button does not show, the user will need to contact ORIS by emailing [email protected] to request access to the lead unit reflected on the General tab.
Last Revised: 6/30/2025
