Ο 1. Check project settings
Ο A. Project must have a meaningful project name
Ο B. Make sure the purpose of the project is not “Just for fun”
Ο C. If it’s a research project, check if IRB number is entered
Ο 2. Test every form on project to make sure they are working and edited correctly
Ο A. Enter test data into forms (This is helpful in exposing data issues before moving a project to “production” status)
Ο 3. Check first field on the first form to verify that it is unique and Not PHI
Ο 4. Select PHI identifiers
Ο 5. Export data and have statistician look at it to verify it meets his/her expectations.