CREATE TRE Onboarding Process for Trusted Research Environment (TRE)

Use the quick assessment below to check whether your project may need a TRE. Then book a meeting with the TRE Onboarding Team to discuss your requirements and next steps.

Planning your timeline

Discuss any funding deadlines or target start dates with the team. Delivery dates depend on your project's requirements, approvals and team capacity.

Step 1: Check whether your project may need a TRE

Use the short Data Risk Assessment below to explore your data's security needs. Select every data type your project will use.

The result is an initial indication; the team will confirm the right environment for your project. You can book a discussion for any result, or if you are unsure how to answer.

Check whether your project may need a TRE

The interactive check requires JavaScript. If it is unavailable, continue to Step 2 and discuss your project with the team.

This is an internal ARC assessment used for project planning. It is not a global or externally recognised data-risk classification.

Step 2: Book time with us to discuss your project

Meet with the TRE Onboarding Team to discuss your project and assessment result.

Book time with the TRE Onboarding Team

Before the meeting, prepare a brief outline of:

• Research aims, Principal Investigator and project contacts.
• Data sources and any access or governance requirements.
• Storage, compute, software and data-transfer needs.
• Funding, target dates and project duration.

Step 3: Agree the project scope, requirements and costs

Agree your project's requirements, costs and delivery timeline with the team. Review the TRE costing model before your meeting.

Step 4: Complete training and project documentation

Provide the documents and approvals confirmed by the team, and complete the training required for each project role:

• All users training
• Data movers (egress/ingress) users training

Step 5: Deploy and test the environment

We will deploy and test the agreed environment, then confirm when it is ready.

Step 6: Arrange dataset transfer

Once the environment is ready and the required approvals are in place, the team will arrange dataset transfer using an agreed method.

Step 7: Confirm access and start your research

Once training, documentation and access checks are complete, we will confirm that your project is live and help you get started.

For help with onboarding, contact support@er.kcl.ac.uk.

Document owner	ResOps
Review signoff	TRE/IG/ResOps Lead
Review frequency	Annual
Last review date	12/10/26
Reviewed build	dbae7e81