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1.
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Check project settings
A. Project must have a meaningful project name
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B. Make sure the purpose of the project is not “Just for fun”
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C. If it’s a research project, check if IRB number is entered
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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)
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3. Check first field on the first form to verify that it is unique and Not confidential
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4. Select PHI identifiers