Configure Data Access Review Steps and Reviewers

Add, edit, and remove review steps and reviewers in a Trusted Research Environment access request approval pipeline on the DNAnexus Platform.

Apollo and Trusted Research Environments licenses are required to use Trusted Research Environments on the DNAnexus Platform. Contact DNAnexus Sales for more information.

The review workflow defines the multi-step approval pipeline a data access request must pass through before data is dispensed to a researcher. You configure the pipeline as a set of named review steps, each assigned one or more reviewers.

Review steps can only be created or deleted while the TRE is in Draft state. Once you publish the TRE, the pipeline structure is permanently locked. You can still add or remove individual reviewers from existing steps after publishing.

The TRE must have at least one review step with at least one reviewer assigned before you can publish it.

For guidance on planning how many steps your workflow needs, see planning your review workflow.

Add a Review Step

1. In your org details, navigate to the TRE tab.

2. Click the TRE you want to edit.

3. Under Access Request Review Settings, click + Add Review Step.

4. Complete the following fields:

   • Review Step ID — A unique identifier using only lowercase letters and numbers, with no spaces or special characters. For example, datagovernance.

   • Review Step Name — A display name shown to reviewers and researchers. For example, Data Governance Review.

   • Review Step Description — A brief description of what this step evaluates. For example, Checks compliance with data governance policies.

5. Click Next.

6. (Optional) In Manage Reviewers, assign a reviewer to the new step.

7. Click Close.

Edit a Review Step

1. In your org details, navigate to the TRE tab.

2. Click the TRE you want to edit.

3. Under Access Request Review Settings, click Manage Reviewers on the step you want to edit.

4. Click Configure Review Step.

5. In Edit Review Step, update the Review Step Name or Review Step Description as needed.

6. Click Save.

The Review Step ID cannot be changed after the step is created.

Delete a Review Step

You can delete a review step while the TRE is in Draft state.

1. In your org details, navigate to the TRE tab.

2. Click the TRE you want to edit.

3. Under Access Request Review Settings, click Manage Reviewers on the step you want to delete.

4. Click Configure Review Step.

5. In Edit Review Step, click Delete Review Step.

Deleting a step removes it and all its reviewer assignments from the pipeline.

Add a Reviewer

Reviewers can be added to an existing step at any time, regardless of lifecycle state.

1. In your org details, navigate to the TRE tab.

2. Click the TRE you want to edit.

3. Under Access Request Review Settings, click Manage Reviewers on the step you want to update.

4. Enter a user ID or email address, then click + Add. You can add one reviewer at a time.

When you add a reviewer, they automatically receive view access to the Data Showcase project.

Remove a Reviewer

Reviewers can be removed from an existing step at any time, regardless of lifecycle state.

1. In your org details, navigate to the TRE tab.

2. Click the TRE you want to edit.

3. Under Access Request Review Settings, click Manage Reviewers on the step you want to update.

4. Hover over the reviewer, then click Remove User.

Each review step must have at least one reviewer assigned for the TRE to be publishable.