The landing page of the app which says "UMRS Demo" in bold white text in the center of the screen with a blue "Login" button below it. The background is tiled with a running waterfall GIF.

Table of Contents

What is UMRS?

UMRS stands for User-Managed Resource Sharing, and it is a way to control who is authorized to view data within a particular application. It ensures that particular users are only able to view particular data when permission has been granted.

What Does This Demo App Do?

This app demonstrates the capabilities of UMRS functionality, including:

  • Requesting access to data
  • Inviting another user to access data
  • Viewing requests you have made to access data
  • Viewing invitations you have received to access data
  • Viewing invitations sent to you to access data
  • Accepting and requesting requests to access data
  • Viewing who has access to data

Navigating the Home Page

The home page displays a menu of options on the left-hand side of the screen for:

  • Home
  • Patient Folders
  • Study Folders
  • My Invitations
  • My Requests

The home page of the app after logging in. It has a white background with "UMRS Demo" in black text in the upper left-hand corner and a blue "Logout" button in the upper right-hand corner. On the left side of the screen there is a menu with "Patient Folders", "Study Folders", "Patients", "Studies", "My Invitations", and "My Requests" options.

If the user is logged in as a manager, they will also be able to see “View Access” and “Manage Requests” options in the menu.

The home page of the app after logging in as a manager. It has a white background with "UMRS Demo" in black text in the upper left-hand corner and a blue "Logout" button in the upper right-hand corner. On the left side of the screen there is a menu with "Patient Folders", "Study Folders", "Patients", "Studies", "My Invitations","My Requests", and "Manage Requests" options.

View Folder Contents

  1. Click on the “>” icon next to the name of the folder you want to view.

A truncated folder named "Bladder Cancer Patients" with a > icon inside of a red box.

  1. The folder will open and display the items in the folder.

The contents of the "Bladder Cancer Patients" folder, including patient names, sex, and dates of birth.

  1. Click on the “v” icon next to the folder name to hide the items again.

An expanded folder named "Bladder Cancer Patients" with a v icon inside of a red box.

ADMIN: View Who Has Access to a Folder or Item

NOTE: User must be granted administrator access before this option is available.

  1. Click on the purple “people” icon next to the resource you want to view the list of accesses for.

The purple "people" icon on the right-hand side of the screen, corresponding to the "Bladder Cancer Patients" folder, inside of a red box.

  1. A list of user email addresses with access to that resource will appear, along with their access expiration date.

A list of user emails and expiration dates with access to the "Bladder Cancer Patients" resource.

Patient Folders

Send Invitation to View a Resource

Note: you may send an invitation for either a folder or an individual item.

  1. Click on the green “paper airplane” icon next to the resource you want to share.

The green "paper airplane" icon on the right-hand side of the screen, corresponding to the "Bladder Cancer Patients" folder, inside of a red box.

  1. Enter the name of the person you’re granting access, the identity provider (e.g. Google) they are using to log in, and their email address.

A "Grant Access" form with fields for Name, Identity Provider, and Email.

  1. The person you’re granting access will receive an email inviting them to view the resource.

Study Folders

Icons Key

  • A blue circular icon with a lock. Blue “lock” icon: no access/request access
  • A gray circular icon with a clock. Gray “clock” icon: access request pending
  • A green circular icon with a person. Green “person” icon: folder access granted
  • A green circular icon with a book. Green “book” icon: item access granted/view item

Request Access to a Resource

Note: you may request access to either a folder or an individual item.

  1. Click on the blue “lock” icon next to the resource you want to request access to.

The blue "lock" icon on the right-hand side of the screen, corresponding to the "Cardiac Studies" folder, inside of a red box.

  1. Click “Yes” in the dialog box to confirm your request. (You can also press “No” to exit.)

A dialog box asking "Are you sure that you want to request access?" with the "yes" button inside of a red box.

  1. The blue “lock” icon will change into a gray “clock” icon, and a dialog confirmation will show that your request is pending.

A gray "clock" icon on the right-hand side of the screen, corresponding to the "Cardiac Studies" folder, inside of a red box where the blue "lock" icon had previously been.

View a Resource

  1. Click on the green “person” icon next to the resource you want to view.

A green "book" icon on the right-hand side of the screen, corresponding to a study inside of the "Infectious Disease Studies" folder, inside of a red box.

  1. The resource details will appear. Click the x in the upper-right corner of the dialog to exit.

The title, publish date, author name, journal name, and text of a study made of lorem ipsum text.

My Invitations

My Invitations Key

A table header with "Sent By", "Sent To", "Request Description", "Invitation Date", and "Status" columns. There is a filter drop-down above the table header with "sent to me" selected.

  • Sent By: user who sent the invitation
  • Sent To: user who received the invitation
  • Request Description: the resource the user was invited to view
  • Invitation Date: the date the invitation was sent to the user
  • Status: whether the user has accepted or rejected the invitation, or if it is still pending

View Invitations Sent to Me

  1. In the “filter” drop-down, select “sent to me”.

A filter drop-down with the "sent to me" option inside of a red box.

  1. The page will show all of the invitations that other people have sent to you.

View Invitations Sent by Me

  1. In the “filter” drop-down, select “sent by me”.

A filter drop-down with the "sent by me" option inside of a red box.

  1. The page will show all of the invitations that you have sent to other people.

My Requests

My Requests Key

A table header with "Name", "Request Date", and "Status" columns.

  • Name: the name of the requested resource
  • Request Date: the date the request was made
  • Status: shows whether the request has been approved or rejected, or if it is still pending

View Requests Sent by Me

  1. The page will show all of the requests that you have made to view resources.

A table showing the first 10 of 22 requests made to view various resources, all of which show either pending or approved statuses.

ADMIN: Manage Requests

NOTE: User must be granted administrator access before this page is available.

Manage Requests Key

A table header with "Requestor ID", "Resource Name", "Request Date", and "Status" columns.

  • Requestor ID: the ID of the user who requested access to a resource
  • Resource Name: The name of the resource being requested
  • Request Date: the date the request was made
  • Status: shows whether a resource is still pending

Accept a Request

  1. Click on the green “checkmark” icon next to the request you want to accept.

![A green “checkmark” icon on the right-hand side of the screen, corresponding to a request, inside of a red box.]images/umrs/ManageRequests_Accept.png)

  1. The user will receive an email that their request was accepted.

Reject a Request

  1. Click on the purple “x” icon next to the request you want to reject.

A purple "x" icon on the right-hand side of the screen, corresponding to a request, inside of a red box.

  1. The user will receive an email that their request was rejected.