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Planning

• Determine hierarchal structure of locations
• Identify user roles
  • Developing workflow procedures surrounding data approval and lock-down
  • Monitoring the data input/capture process
  • Managing communications with participants
• Identify Data Sources
  • Existing Electronic Sources
  • Historical Data Sources
  • Individual Sources
• Focus on Outputs
  • Ideal Outputs
  • Identify Third Party Data Collections
  • Regular Outputs
  • Report Planning
  • Reporting
  • Required Outputs
• Define the data elements to ensure consistent quality data capture
• Structure data sets and views for ease of:
  • input
  • capture
  • reporting
  • repurposing
• Collect samples of reports that use your statistical data
• Build a collection model

Setup

• Configure participating locations
• Create user accounts
• Assign user roles
• Create Collections
• add sections/groupings, add Performance Indicators
• Import data

Implementation

• Structuring data sets for ease of data input/capture, reporting and repurposing
• Describe each collection, section, and data element to ensure consistent quality capture of results
• Use data element settings to ensure consistent quality data capture
  • edit checks
  • formats
  • roll-ups
  • prefill
• Create Derivatives and Key Performance Indicators
• Create Report Views to simplify the analysis of captured results
• Identify workflow procedures and users involved in the data approval and lock‐down process
• Verify data and confirm calculations

Operation

• Collection Management
• Status (Collection Management)
• Copy PIs
• Add PI
• PI Settings
• Account Management