Workspaces

A workspace in Fusion is the highest level unit to organize certain constructs from which to gather data for review and management. You create workspaces populated from datasets defined in Connect or from individual data items identified in Analyze. From within a workspace, you can further organize your data into workbooks.

TIP: For more information about datasets, see the Connect Help Center. For more information about creating a workspace from Research in the Analyze application, see the Analyze Help Center.

The workpace list includes all workspaces that you have permission to view. You can filter the list by status (such as open, closed, and so on), by "type" based on workbook templates, by dataset, or by workspace owner. You can also type the name of a workspace in the Find Workspaces search field to search for a specific workspace. To access the individual workspace overview, workbooks, and contents, click the workspace name in the workspace list.

Click anywhere in the row for the desired workspace and then click the open detail panel icon (open detail panel icon) to display the workspace details. From the detail panel you can view the options defined for the workspace and the status for the workspace, as well as edit the workspace. Use the tabbed views to see the associated datasets, the criteria set for the workspace, the associated data requests, and the assigned security. The information available is based on whether the workspace content is unstructured or structured data.

NOTE: If you do not have permission to access all datasets associated with a workspace in the list, you can open the workspace detail panel but you cannot open the workspace to view the overview, workbooks, and contents. In this scenario, you will be presented with a message letting you know you do not have access to all datasets within the workspace.

When you create a workspace, the workspace enters a draft state. You can edit all workspace details while the workspace has a DRAFT status. Once you have fully defined the desired details, you can change the workspace status to OPEN and perform file analysis and actions on data in the workspace. If you no longer need to take action on the workspace data, you can change the workspace status to CLOSED.

  • DRAFT: Datasets can be added and removed; criteria can be edited; workbook file analysis and actions can be performed.

  • OPEN: Datasets can be added but not removed; criteria cannot be edited (including data subjects); workbook file analysis and actions can be performed; cannot revert to draft status.

  • CLOSED: Read-only; workbook file analysis and actions cannot be performed; can be reopened or reverted to previous status.

Closed workspaces

When you close a workspace, it is no longer displayed in active lists and is kept in a frozen state. By default, the workspace list displays only open workspaces. Use the filter to select Draft Workspaces, Open Workspaces, Closed Workspaces, Awaiting Review, or All Statuses.

Even though a workspace is closed, you can still view overview information and visualizations, search and filter documents within the workspace, and browse workbooks and categories associated with the workspace. You can no longer add, edit, or remove workspace details or associations such as datasets, data subjects, holds, categories, workbooks, or exports.

If needed, a closed workspace can be reopened. All actions available for open workspaces are again present.

NOTE: All holds on a workspace must be released before you can close a workspace. For more information, see Holds.