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, check if IRB number is entered
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)
3. 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
5. Export data and have statistician look at it to verify it meets his/her expectations.