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Overview

A project is a container used to store a dataset. It can be comprised of various health or genomic data for one or many subjects. An account can have one or many projects, and projects can be used to separate datasets for access control or general data-organization purposes.

A project may also be created within an account to collect an informed consent from subjects and nothing else, as the PHC is FDA 21 CFR Part 11 compliant.

Project Page

The project page can be accessed by clicking the Home tab on the left side of the PHC interface.

This page has three viewing tabs:

  • Tiles - Tiles allows you easy access to various subsets of data within your project

    Projects Tiles

  • Data - The Data tab is a quick view of collected data, including Medications, Conditions, Procedures, Media, Observations, Omics Sequencing Test info, and Mutation Significance.

    Projects Data Tab

  • Audit Trail - Here you can view the Audit Trail data if it has been enabled for your project.

    Audit Trail

How to Create a Project

  1. Click the Project name in the upper left corner of the screen to open the drop down menu (it does not matter what project name is showing).

  2. Click See All at the bottom of the Project drop down menu.

    Consent steps

  3. Create a project by clicking Add Project in the top right corner of the screen. Consent step 3

  4. In the dialog box that opens (see image below), fill out the following:

    Create New Project

    • Name the project. (In the example pictured above, we named our project "Consent Test".)
    • Add a description (optional).
    • Add a Project Owner email address to override email being sent to the account owner by default (optional). For example, you may want email from a specific project to go to a mailing list of people working on that project instead of the general PHC account owner.
    • Check FDA Compliance if you are using the PHC Consent feature to manage 21 CFR Part 11 compliance. If you are using another method to manage consent or if you are using OCR to import medical records with an existing form of consent, you do not need to check this box.
    • If you wish to enable Audit Trail click this checkbox. If Audit Trail is enabled, the PHC will begin tracking changes made to the FHIR data within your project.
    • Select the appropriate reference build for your genomic data. If your project will not have any genomic data loaded, you can leave the Genome Research Build selection unchanged.
    • Enter a Short Name (optional). This is only needed if the regular project name is auto-generated and too long and unwieldy for convenient use.
    • Click Add.
  5. To access your new project, click on the newly created project via the left-hand navigation or the tile in the middle of the screen.

    Project Select

    This will take you to your new project page (see image below).

    Project Main

How to Delete a Project

  1. At the top left of the PHC interface, click the expand chevron beside the project name.

  2. Scroll through the Projects dropdown menu that opens and find your project.

  3. Click the gear icon that appears to the right of the project name. Project Settings

  4. Click the Delete this Project checkbox.

    Note: By default, the project remains active for 14 days before the actual deletion. The best practice is to allow the default period to expire. Click the Delete project immediately checkbox to override the delay period. Project Delete

How to Access the Project Settings Page

Project Settings

  1. At the top left of the PHC interface, click the expand chevron beside the project name.

  2. Scroll through the Projects dropdown menu that opens and find your project.

  3. Click the gear icon that appears to the right of the project name.

Alternatively, you can click See All on the bottom of the dropdown menu to open the Projects page, find the project, then click the gear icon beside the name.

Project Settings Page

Project settings coexist with the Audit Trail on the same page, but they are unrelated to each other.

Project Settings include:

  • Name (project name)
  • Description
  • Project Owner (email)
  • Short Name – An assignable, human-readable identifier for this project. Cannot be changed once it is set.
  • Delete this Project toggle – Mark this project for deletion, you will have 14 days to undo this change
  • Genome Reference Build (can only be changed before genomic data is added)

    • GRCh37
    • GRCh38
  • Audit Trail toggle - Audit Trail may be enabled when you create a project, or enabled within the project settings. Once enabled, the PHC will begin tracking changes made to the FHIR data within your project.


Last update: 2021-02-18