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1.   Check project settings

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, check if IRB number is entered

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

A.  Enter test data into forms (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.  Check first field on the first form to verify that it is unique and Not PHI

4.  Select PHI identifiers

    What Are PHI Identifiers

    How to Select PHI Identifiers

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