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W2H Implementation Checklist

W2H Implementation Checklist

Gathering requirements

Share appropriate build map template with the project team:
Receive mapping document from team.
Create a folder in PennBox > W2H > active clinical programs or active research studies. Share the PennBox folder with study team if you wish.
Upload mapping documents to PennBox.
Create or copy program in W2H.
Buy Twilio phone number & messaging service, and register the messaging campaign.
Update program settings:
Ask the project team to create a study-specific email if they are emailing participants. Otherwise, okay to use waytohealth@pennmedicine.upenn.edu.
Add project team to provide call center phone number if applicable (usually just research). Otherwise, okay to use the W2H text/call number
Update Trello card per How to fill out Trello Cards
Switch W2H program status from ‘developing' to 'testing’.

Building

Follow best practices to set up the program

Testing

Add personnel to the build (you can add personnel as needed at any point).
Have the team sign off on the completed testing document.
Reset participant data in manage study > settings.
Switch W2H program status from ‘testing' to 'started’.

Launch

Support Onboarding - Two weeks after launch, add teams to the support desk.
Add build documentation to Confluence projects and studies space.
If applicable, turn on analytics for Lens in study settings.
Update Trello card per How to fill out Trello Cards

 

Completion

 

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