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

A.   Project must have a meaningful project name

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

C.   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.  A checklist of things to test is at: https://wiki.chpc.utah.edu/display/bmic/Test+Project+Before+Moving+to+Production+Checklist

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

How To Test Data Collection

How To Test Public Surveys

How To Test Private Surveys

3.  Select PHI identifiers

How to Select PHI Identifiers

What Are PHI Identifiers

4.  Verify that the first field on the first form is unique and Not a PHI identifier (list of PHI identifiers is at: https://wiki.chpc.utah.edu/display/bmic/What+Are+PHI+Identifiers )

4.  Select PHI identifiers

How to Select PHI Identifiers

What Are PHI Identifiers

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