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1. Check project settings.  Instructions are at: Modify Project Title, Purpose, etc.

   1. Project must have a meaningful project name

   2. Make sure the purpose of the project is not “Just for fun”

   3. If it’s a research project, enter IRB number, Name of P.I., email of P.I., and Name of P.I. as cited in publications

2. Test every form on project to make sure they are working and edited correctly. 

   1. Enter test data onto all instruments on your project (This is extremely helpful in exposing data issues before moving a project to “production” status)

      1. Test project fields, functions, and modules including:

         • Branching logic

         • Calculations

         • Validations

         • Piping

         • Survey Settings:

           • Survey Queue

           • Survey Invitations

           • Automated survey invitations

           • Scheduling module – used to generate schedules for your project calendar for a longitudinal project (Cannot be used for automated survey invitations)

           • Mobile App

   2. How To Test Data Collection

   3. How To Test Public Surveys

   4. How To Test Private Surveys

3. Select PHI identifiers

   1. How to Select PHI Identifiers

   2. What Are PHI and PII Identifiers

4. Verify that the first field on the first form is unique and Not a PHI identifier

5. Export data and have statistician look at it to verify it meets his/her expectations. 

6. Test the project process, including:

   1. Events (if longitudinal project)

   2. Surveys

   3. Repeat forms

   4. Arms (if project contains 2 or more)

   5. Export data and review it for correctness

   6. Create Reports and export these to see if they meet your project's aims

7. Have others test it out

• Send to co-workers and have them test it out; it always helps to get feedback from others.

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 The Process

To move your project to production status, follow the these steps:

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