PHC Hub User Guide (v. March 2018)

Project Phases in Detail

An interface project should be broken into phases. Tracking a project by phases indicates how close a project is to completion and helps participants focus on what needs to be done next. Phases include:

• Discovery - The project is proposed, but details are unknown. This is an initial phase and no work has been completed.
• Planning - After it's decided to move forward with the project, a kickoff meeting is held and plans are made for the new interface. This meeting must include both technical and management personnel. If the project is complicated, the planning stage may include formal documents, technical meetings, and presentations. Simple projects may require less planning.
• Developing - If there is technical work involved in a project, it must be developed. This technical work can happen on either or both sides of the interface. Developers use the requirements created in the Planning phase to make changes.
• Testing - The interface must be tested before development work can be declared complete. The project may move back and forth between the Developing and Testing phases until the interface is working properly. Once the interface is complete, the data quality coming from the source system needs to be certified that it meets the data quality standards of the receiving system. For registries receiving data, this means that the registry does the data quality check. If the data is going from the registry to another system, then that system does the data quality check.
• Training - This phase includes any training that must be completed by the provider or registry staff. This may include training staff about workflow issues within a practice or training registry staff on troubleshooting lot decrementing.
• Installing - When the software and data has passed inspection, the interface can be installed. A meeting should be held with the kickoff meeting participants and the final decision to go live should be made.
• Live - The interface is now live. The certification process should be repeated regularly to ensure data quality.
• Closed - At this phase, all issues have been resolved. Or, there are open issues but it has been determined that they cannot be resolved.
• Suspended - If a project starts and issues arise that need to be resolved, the project can be suspended until the issues have been resolved.

Example project phase workflow:

View Phases

1. From the menu, click Phases > View Phases.
2. The list contains the phase name and the total number of projects in that phase. To work with the phases list:
   
   • Sort using the buttons in the first column's heading.
   • Click a phase in the list to show its details. Use the drop-down list and View button to view another phase.
   • Click Print Preview to print the list of phases (Phases view) or projects within a phase (Projects by Phase view).

Related topics:

• Projects & Phases
• Add or Edit a Project