A. Introduction

What is a Facility Security Planning Checklist?

The Facility Security Planning is required by ISDM policy Chapter 4 – Physical Environment. it help departments to plan the physical environment security for their data center to store confidential or restricted data/information.

The Facility Security Planning is prepared in a form of checklist in order to check whether they have fullfilled the ISDM requirements.

What is DMPTool?

DMPTool is a tool which can help us in Facility Security Planning. It can:

Keep our plan current, and in one single environment
Understand what is necessary to be included in the Facility Security Planning
Use as a guide for us to handle with data
Share the plan with your team members
Align with ISDM policy

How can I start with DMPTool?

All you need is an email address (e.g. @hku.hk) and an internet browser

B. Use DMPTool to fill Facility Security Planning Checklist

1. Start with your browser and visit the DMPTool (https://dmptool.org)

2. Create login account:

a. Click “Sign-in” and select “Option 1: if your institution is affiliated with DMPTool”.

b. Input “The University of Hong Kong” for text box – “Look up your institution here”. Then, press “Go” button.

c. Input your first/last name, email and password. Check “I accept the terms and conditions” and press “Create account”.

d. “My Dashboard” shall be displayed.

e. To begin with a Facility Security Planning, please click “Create plan” button

f. Please input following information:

1. What research project are you planning?

The title of your Facility Security Planning.

2. Select the primary research organization

Please accept the default value of “The University of Hong Kong”

3. Select the primary funding organization

Please check the box “No funder associated with this plan or my funder is not listed”.

4. What DMP template would you like to use?

Please select template of “Facility Security Planning Checklist”.

Remark of “research project” above:

Please note that DMPTool.org is originally designed for research projects. However in the context of ISDM policy, Data Management Planning is not necessary limited to be research projects. In this regard, ISDM Data Management Planning can be used for any HKU’s department.

g. Template of Facility Security Planning Checklist of 7 sections:

Project Details

Only “Project title” is mandatory but the others are optional to be supplied.

Plan overview

It is the general overview of the Facility Security Planning Checklist.

General Information

This section “General Information” will need the following information of your facility:

Facility Information
Primary Contact

Press “+” above to enter the details of your Data Management Plan.

Physical Access Security

This section “Physical Access Security” will need the following information of your facility:

Physical security control and procedures
Maintenance record managment
Equipment controls
Evacuation plan for emergency

Questions of the above are self-explanatory. Please use “+” to enter the answers.

Environmental Security Level

This section “Environmental Security Level” will need the following information of your facility:

Physical security control and procedures
Maintenance record managment
Equipment controls
Evacuation plan for emergency

Questions of the above are self-explanatory. Please use “+” to enter the answers.

Share

You may invite collaborators to work with your Facility Security Planning (via email).

Enter the email address to whom you may want to share your plan.

You may share different level of permissions:

Co-owner: can edit details, change visibility and add collaborators
Editor: can comment and make changes
Read only

Please “send invitation” then.

Download

You may download the Facility Security Planning in various formats, e.g. PDF, HTML, etc.