This article provides a comprehensive guide on EFS Secure Exchange, an add-on tool for facilitating data exchange between collaborators on EFS surveys. It covers the key features, benefits, and usage of the tool, as well as instructions for project managers to set up and manage the exchange process.
What is EFS Secure Exchange?
EFS Secure Exchange is an optional add-on tool that facilitates the exchange of data between individuals working together on an EFS survey. It provides a centralized platform for storing and sharing various types of data required for conducting surveys, such as questionnaire drafts, participant lists, checklists, and schedules.
Key Features
- Centralized storage in the EFS admin area
- Support for various file formats (except PHP and HTML)
- Controlled access to sensitive data
- Separate login for EFS Secure Exchange
- Flexible access rights management
- File status assignment (e.g., “active” or “obsolete”)
- Comprehensive change history logging
Security and Access Control
EFS Secure Exchange prioritizes data security and access control:
- Sensitive data is stored in a controlled-access admin area
- Files can be password-protected or blocked against modification/download
- Separate login (usually at https://www.your-domain.com/fm/) for accessing exchange files only
- Access rights management based on the EFS rights system
- Project managers can determine which user teams have access to the admin area or the separate login
File Management
EFS Secure Exchange offers several features for efficient file management:
- Upload and download capabilities for authorized users
- File status assignment to help track frequently updated data
- History log documenting all changes, including uploads, downloads, and deletions
- Maximum file size limit displayed in the import dialog
Related Resources:
FAQ
What file types can be uploaded to EFS Secure Exchange?
You can upload files of any format, except for PHP and HTML files. The maximum file size depends on the specific installation and is displayed in the import dialog.
Where is the separate login for EFS Secure Exchange located?
The separate login for EFS Secure Exchange is usually located at https://www.your-domain.com/fm/. This login provides access to an area containing only the exchange files, separate from the main admin area.
How are access rights managed in EFS Secure Exchange?
Access rights to stored files are managed using the familiar EFS rights system. Project managers can assign rights to determine which user teams can access the admin area and which teams may use only the separate login.