1. Shared Documents
    1. build infrastructure for where people should put each type of document
  2. Guides
    1. Intake process
    2. Wiki/One note (see links and resources)
  3. Projects
    1. broker assigned to project
    2. PI
    3. date requested
    4. date delivered
    5. automation cadence
    6. domains of data provided (demographics, labs, meds, etc...) big picture.
  4. Dashboard
    1. Number of projects per year
    2. hours per project per year (stacked by task? regulatory, code review, audit DB, query, etc...)
    3. projects per year by type (REDCap, broker pull, BYOB (?), workbench reports)

Table of Contents


Updated on August 7, 2025