Build your data export request tracker.
Keep export requests, approved fields and delivery records together.
How to build your data export request tracker
Describe the job
Keep export requests, approved fields and delivery records together.
Review the first version
Choose how the data coordinator records the request and how the data owner reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A data export request tracker example
An export request asks for all customer records when only one project is approved.
Data export request tracker example
- Record
- Data export request tracker · 01
- Owner
- Data coordinator
Current stage · Data coordinator
Open the request
An export request asks for all customer records when only one project is approved.
Read the full walkthrough
Open the request
An export request asks for all customer records when only one project is approved.
- Record:
- Data export request tracker · 01
- Owner:
- Data coordinator
Review the delivery record
Keep the requested scope separate from the authorised fields before delivery.
- Stage:
- Awaiting data owner review
- Owner:
- Data owner
Keep the export within the reviewed scope and record who accepted the request
Keep the export within the reviewed scope and record who accepted the request.
- Next action:
- Keep the export within the reviewed scope and record who accepted the request.
- Owner:
- Operations reviewer
What to include in your data export request tracker
Keep the request in context
Keep request, scope, requester verification, owner, approved fields and delivery record together so the next person can understand the request or record.
When the next step needs a decision
An export request asks for all customer records when only one project is approved. Keep the requested scope separate from the authorised fields before delivery.
Keep delivery record visible
Keep the export within the reviewed scope and record who accepted the request.
Choose what each person needs
Give the data coordinator a working view and the data owner a review view. Keep request and scope attached to the decision as the work moves between them.
Questions about data export request tracker
Start with request, scope, requester verification, owner, approved fields and delivery record. Describe who enters the information and who reviews the next step.