This checklist is designed to help you determine who the customer is for your reporting or visual need, what the boundaries for data access are, and how to maintain a refreshable view of the data. This should be reviewed prior to the formalization of requirements.
- Who is the customer?
- Are the consumers internal or external to the University of Rochester?
- Are all consumers located on River Campus? The Medical Center? Both? Other?
- How will the customers access the report?
- Electronically on their computer?
- On their mobile device?
- On paper?
- In their email?
- From a website?
- Are there security limitations on what data they can see? Is the data restricted from all being able to view, or portions restricted?
- Do the data and subsequent reports need to be refreshed from a source? If so, at what frequency?
- Daily?
- Weekly?
- Monthly?
- Yearly?
- Never?
- Other?
- Where does the data reside?
- Excel spreadsheets?
- Website?
- Data Warehouse?
- Application and/or its attached database?
- What is the security classification of the data?
- High Risk?
- Moderate Risk?