Touchpoint Flattened Data and Custom Universes

These universes tie back to the participant. The guideline is, if the user has access to the participant data, they will see the data.

In this case, having access to the participant means having direct access to the response in the UI. This is generally moderated by Reporting Role, View Own Security, and Program/Site Access.

Example

Participant exists in Program A and takes touchpoint XYZ in Program A;Site A.

Query contains: Subject ID, Name, Demographics, and Touchpoint XYZ Objects (Date Taken, Questions, Response ID)

People who can see the participant:

  • A User with Enterprise Manager reporting role and access to View Own security for touchpoint XYZ in Program A will see the participant
  • A User with access to Site A, Site Manager reporting role and access to View Own security for touchpoint XYZ in Program A will see the participant
  • A User with access to Program A, Staff reporting role, and access to View Own security for touchpoint XYZ in Program A will see the participant

People who cannot see the participant:

  • A User with Enterprise Manager reporting role and no access to View Own security for touchpoint XYZ in Program A will not see the participant
  • A User with access to only Site B, Site Manager reporting role, and access to View Own security for touchpoint XYZ in Program A/Site A will not see the participant
  • A User with access to Program B, Staff reporting role, and access to View Own security for touchpoint XYZ in Program A will not see the participant

To Remedy

  • Give the user a high reporting role
  • Give the user access to View Own security for the Touchpoint
  • Give the user access to the program where the response was taken
  • Remove the touchpoint objects from the query

Touchpoint Unflattened Data and Standard Universes

These universes tie back to the responses. The guideline is, if the user has access to the responses, they will see the data.

In this case, having access to the response means having access to the response in based on Touchpoint Security. This is primarily moderated by Reporting Role, View Own, View Others, and Share Responses Across Site/Enterprise securities.

For the most part, flattened data just looks to see if you have access to the response in the UI. Do you have View Own and/or View Others on for the subject type? Is the response in a program you can access?

If Share Responses Across Site / Enterprise is on this can expand access to the responses.

Did this answer your question?