updating guide

Author: Jedelmann90

03-onboarding.md

@@ -1,117 +1,83 @@
+---
+editor: 
+  markdown: 
+    wrap: sentence
+---
+
 # 3 Onboarding Modules and Security Training
 
 ## Topics
 
-- [3 Onboarding Modules and Security Training](#3-onboarding-modules-and-security-training)
-  - [Topics](#topics)
-  - [Management Portal](#management-portal)
-  - [Accessing the Onboarding Tasks](#accessing-the-onboarding-tasks)
-  - [Signing the ADRF Terms of Use Agreement](#signing-the-adrf-terms-of-use-agreement)
-  - [Watching the Security Training Video](#watching-the-security-training-video)
-  - [Complete the Security Training Quiz](#complete-the-security-training-quiz)
-
-## Management Portal
-
-The Management Portal web-based application is positioned primarily as the management and monitoring console for project and data stewards. It provides detailed insight on project configurations, user activity, user onboarding status, and overall cost of a project on the ADRF. We focus on four primary pillars of information a Project/Data Steward most often focuses on:
-
-- **People** – Who are the members of projects, how often do they use the ADRF, what exports have they requested and their status, estimated cost per person/project for current month and for the project since inception, and detailed usage metrics.
-- **Projects** – Details of project start/end dates, abstract description, number of members onboarded and pending, and resources the project has access to (i.e. datasets, etc).
-- **Datasets** – Description of the dataset, location on the ADRF (database or file system), size, name of the data steward(s), and the link to Enterprise Data Catalog (Informatica) describing the dataset and metadata.
-- **Agreements** – What agreements are related to these projects, indication of each member’s signing status, members pending signature, and term (dates) covered by the agreement(s).
-
-As mentioned, the Management Portal application will track your ADRF usage. The portal will also consolidate your ADRF Terms of Use, Security Training Quiz, and Security Training Video into one place. In order to complete ADRF onboarding, all three of the mentioned tasks are to be completed by the user (researcher). To access the Management Portal, log in using your credentials at [https://adrf.okta.com](https://adrf.okta.com) and click on the ADRF Management Portal icon:
-
-![ADRF Management Portal Icon](images/mp_icon.png)
+-   [PASS Portal](#pass-portal)
+-   [Accessing the Onboarding Tasks](#accessing-the-onboarding-tasks)
 
-Once inside the Management Portal, you have access to your personal workspace sessions statistics along with admin tasks such as the three onboarding tasks and password management. See the example below:
-
-![Management Portal Insights Page](images/mp_home.png)
-
-## Accessing the Onboarding Tasks
-
-To gain access to your ADRF project workspace, you must first complete 3 required ADRF onboarding tasks:
-
-1. **Signing the ADRF Terms of Use agreement**. Users must comply with the Terms of Use when working in the ADRF. The Agreement covers rules of behavior within ADRF and guidelines for discussing ADRF content prior to passing disclosure review. It asks users to agree to a series of principles governing dataset use, behavior, and data export procedures, and to acknowledge the consequences of violating the Terms.
-2. **Completing security awareness training**. Users will get access to a security awareness video and should confirm that they have reviewed the video. The video covers security content that is then assessed during the security awareness quiz.
-3. **Passing the security awareness quiz**. The security awareness quiz consists of a set of 6 questions. Users must achieve a score 5 out of 6 to pass the quiz. Unsuccessful users can retake the quiz to achieve a passing score.
-
-Follow the steps below to access the **ADRF Onboarding Tasks**:
+## Coleridge PASS (Privacy, Access, Safety, Security) {#pass-portal}
+>>>>>>> ad1ba50 (updating guide)
 
-1. Log in to the Management Portal
+The Coleridge PASS web-based application is positioned primarily as the management and monitoring console for project and data stewards.
+It provides detailed insight on project configurations, user activity, user onboarding status, and overall cost of a project on the ADRF.
+We focus on four primary pillars of information a Project/Data Steward most often focuses on:
 
-2. Click on **“Admin Tasks”** in the left navigation menu.
+-   **People** – Who are the members of projects, how often do they use the ADRF, what exports have they requested and their status, estimated cost per person/project for current month and for the project since inception, and detailed usage metrics.
 
-![Click on 'Admin Tasks' in the left navigation menu](images/admin_tasks.png)
+-   **Projects** – Details of project start/end dates, abstract description, number of members onboarded and pending, and resources the project has access to (i.e. datasets, etc).
 
-3. Click on **“Complete Onboarding”**.
+-   **Datasets** – Description of the dataset, location on the ADRF (database or file system), size, name of the data steward(s), and the data catalog describing the dataset and metadata.
 
-![Click on 'Complete Onboarding'](images/complete_ob.png)
+-   **Agreements** – What agreements are related to these projects, indication of each member’s signing status, members pending signature, and term (dates) covered by the agreement(s).
 
-4. This will load the **Onboarding Tasks window**.
+As mentioned, the PASS portal application will track your ADRF usage.
+The portal will also consolidate your ADRF Terms of Use, Security Training Quiz, and Security Training Video into one place.
+In order to complete ADRF onboarding, all three of the mentioned tasks are to be completed by the user (researcher).
+To access the PASS Portal, log in using your credentials at https://adrf.okta.com and click on the PASS Portal icon:
 
-![Onboarding Tasks window](images/ob_tasks_window.png)
+![ADRF PASS Icon](images/pass.png)
 
-5. Click on each individual task to complete it.
+Once inside the PASS Portal, you have access to your personal workspace sessions statistics along with admin tasks such as the three onboarding tasks and password management.
+See the example below:
 
-## Signing the ADRF Terms of Use Agreement
+![PASS Portal Insights Page](images/full_pass.png)
 
-The Terms of Use need to be completed before you are given access to the data and project space inside the ADRF. To complete ADRF Terms of Use, complete the following steps:
+## Accessing the Onboarding Tasks {#accessing-the-onboarding-tasks}
 
-1. Click on the **“Terms of Use”** tile.
-
-![Terms of Use Tile](images/terms_of_use_tile.png)
-
-3. Click on **“Sign with DocuSign”**
-
-![Sign with DocuSign](images/sign_docuSign.png)
-
-4. You will then be redirected to the DocuSign signing page. **Click “Continue”** on the upper right corner.
-
-![Click Continue](images/docusign_continue.png)
-
-5. Click **“Start”** to begin.
-
-![Click Start to begin](images/start.png)
-
-6. If you have already configured a signature, click on the **yellow “Sign” button** to apply it. Otherwise, follow the prompts to configure your electronic signature.
-
-![Click the yellow Sign button to apply your signature](images/sign.png)
-
-7. Once the signature is applied, click **“Finish”**.
-
-![Click Finish](images/finish.png)
+To gain access to your ADRF project workspace, you must first complete 3 required ADRF onboarding tasks:
 
-You will then be redirected back to the management portal; and the “Terms of Use” task will be marked as completed.
+1.  **Signing the ADRF Terms of Use agreement**.
+    Users must comply with the Terms of Use when working in the ADRF.
+    The Agreement covers rules of behavior within ADRF and guidelines for discussing ADRF content prior to passing disclosure review.
+    It asks users to agree to a series of principles governing dataset use, behavior, and data export procedures, and to acknowledge the consequences of violating the Terms.
 
-## Watching the Security Training Video
+2.  **Completing security awareness training**.
+    Users will get access to a security awareness video and should confirm that they have reviewed the video.
+    The video covers security content that is then assessed during the security awareness quiz.
 
-You will also need to watch the ADRF Security Training Video.
+3.  **Passing the security awareness quiz**.
+    The security awareness quiz consists of a set of 6 questions.
+    Users must achieve a score 5 out of 6 to pass the quiz.
+    Unsuccessful users can retake the quiz to achieve a passing score.
 
-![ADRF Security Training Video](images/security-training-video.png)
+## Accessing the Onboarding Tasks\]
 
-To complete this portion of the ADRF Security Training, do the following:
+Follow the steps below to access the **ADRF Onboarding Tasks**:
 
-1. Click on the **“Security Training Video”** tile to load the player and then click play.
-2. Once you have watched the video in its entirety, click on the **“Mark as Complete”** button to complete the task. _Note: the “MARK AS COMPLETE” button will not be enabled until at least 5 minutes have passed since the start of the video._
-3. Click on the **back arrow** in the upper right corner to return to the main tasks panel.
-4. The training video section will now be **marked as completed**.
+1.  Log in to the PASS Portal
 
-## Complete the Security Training Quiz
+2.  Once open, the onboarding tasks will appear and then click on "DocuSign":
 
-The Security Training Quiz needs to be completed after the Security Training Video. To complete the training, complete the following steps:
+![Click on 'DocuSign'](images/tasks.png)
 
-1. Click on the **“Security Quiz”** tile to load the quiz.
+3.  This will load a document to sign:
 
-![Click on the Security Quiz tile](images/st_quiz_tile.png)
+!['DocuSign' Document](images/docusign.png)
 
-2. Answer the questions and click on the **“SUBMIT RESPONSE”** button. You must answer at least four of the questions correctly to complete this task.
+4.  Once signed, this will load the **Security Training Video**.
 
-![Click on the Submit Response button](images/submit_response.png)
+![Security Training Video](images/video.png)
 
-3. You will be automatically redirected to the main task panel once the questionnaire has been successfully completed. And the **“Security Quiz”** will be marked as completed.
+5.  Once finished, the Completed icon will illuminate. The final task is the security quiz:
 
-![Security Quiz Complete](images/security_quiz_complete.png)
+![Security Quiz](images/quiz.png)
 
----
+------------------------------------------------------------------------
 
-[⬅️ Previous: Obtaining ADRF Access](02-access.md) | [Back to Home](index.md) | [Next: How to Access and Use Your Project Workspace➡️](04-access-and-use.md))
+[⬅️ Previous: Obtaining ADRF Access](02-access.md) \| [Back to Home](index.md) \| [Next: How to Access and Use Your Project Workspace➡️](04-access-and-use.md))

14-faq.md

@@ -35,9 +35,9 @@ You can use the “Need help signing in?” option on the sign on page (https://
 
 You can reset your ADRF project password by following these steps:
 
-1. Click on the ADRF Management Portal Okta Tile:
+1. Click on the PASS Portal Okta Tile:
 
-![ADRF Management Portal Icon](images/mp_icon.png)
+![PASS Portal Icon](images/pass.png)
 
 3. Then click on Admin Tasks on the left hand side of the screen: