Checklist

Clinical Data Warehouse Onboarding Checklist

Interactive checklist to onboard a new clinical analytics product or team to the CDW safely and efficiently. Collects completion status, owners, evidence links, and practical notes to help make analytics deliverables reliable, governed, and useful from day one.

Interactive Tool

Clinical Data Warehouse Onboarding Checklist

Use this checklist to onboard a new analytics product or team to the Clinical Data Warehouse (CDW). Save progress as you complete items. Each checklist item asks for completion status, an owner, and evidence or notes. Adapt fields to your organization's terminology and regulatory requirements.

Include IRB, data governance committee approvals, Data Sharing Agreement (DSA), and any system access tickets.
Name and contact (email or ticket assignee).
Paste links to signed DSAs, approval emails, or ticket numbers.
Confirm key tables, field definitions, source systems, and transformation logic are documented.
Person maintaining the metadata.
Include catalog entries, ER diagrams, or pipeline docs.
Recommended checks: completeness, temporal coverage, referential integrity, value ranges, duplicates, and key identifier stability.
List major issues, expected fixes, or mitigation plans.
Provide standardized SQL templates, parameterized queries, and agreed object naming conventions.
Repo, folder, or wiki page.
Confirm delivery channels, formats, recipients, and access controls.
Include cadence (daily/weekly), format (PDF/CSV/dashboard), and recipient roles.
Specify acceptable refresh frequency, maximum latency, and expected query performance thresholds.
Examples: nightly refresh by 03:00; dashboard response <3s for common filters.
If yes, ensure encryption at rest/in transit, RBAC, logging, and retention controls are in place.
Document de-identification steps, access limits, audit logging, and legal controls.
Include training on data definitions, report interpretation, known limitations, and support contacts.
Slides, recordings, quick-reference guides.
Define who is notified for ETL failures, data drifts, and unexpected KPI changes.
Pager/emails, on-call rotations, and incident runbooks.
Quick team assessment of whether analytics deliverables are reliable and safe for operational use.
1.0 10.0
Unresolved risks, required follow-ups, or timeline to production.
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