Environment Checklist Template

Trainers: Copy this page into a shared document (Google Doc, Word, or Markdown file) and distribute to participants before Module 0. Ask participants to complete it at least 48 hours before Day 1 and send any blockers to the site support contact.

Participant Information

Field	Response
Name
Institution / Site
Role
Cohort / Session
Date completed
Support contact

Section 1 · Browser-Based Tools (No Installation Required)

#	Tool	What to Verify	Status	Notes
1.1	Athena	Open athena.ohdsi.org and search for "Metformin" — do results appear?	☐ Pass · ☐ Blocked
1.2	ATLAS	Log in to your site's ATLAS instance · Create and delete a throwaway concept set	☐ Pass · ☐ Blocked	ATLAS URL:
1.3	Atlas — Cohort export	Export a cohort SQL from any existing cohort definition (JSON button visible?)	☐ Pass · ☐ Blocked
1.4	GitHub	Open github.com/ALSTDI/ALS-RWE and confirm you can view files	☐ Pass · ☐ Blocked

Section 2 · Database Access (CDM)

#	Item	What to Verify	Status	Notes
2.1	Warehouse access	Your site's warehouse (Databricks / Snowflake / Postgres / other) is reachable from your machine	☐ Pass · ☐ Blocked	Warehouse type:
2.2	SQL Client	Open your SQL client (Databricks notebook / DBeaver / other) and connect	☐ Pass · ☐ Blocked	Client used:
2.3	CDM read access	Run: `SELECT * FROM [cdm_schema].person LIMIT 5;` — does it return rows?	☐ Pass · ☐ Blocked	CDM schema:
2.4	Vocabulary tables	Run: `SELECT * FROM [cdm_schema].concept LIMIT 5;` — does it return rows?	☐ Pass · ☐ Blocked
2.5	Results schema write access	Confirm you can write to the results/cohort schema (for ATLAS cohort generation)	☐ Pass · ☐ Blocked	Results schema:

Section 3 · Local Software

#	Tool	What to Verify	Status	Notes
3.1	Git	Run `git --version` in a terminal — does it return a version number?	☐ Pass · ☐ Blocked	Version:
3.2	GitHub auth	`git clone [repo URL]` completes without auth errors	☐ Pass · ☐ Blocked
3.3	Text editor / IDE	VS Code, RStudio, or preferred editor opens and displays Markdown files	☐ Pass · ☐ Blocked	IDE used:

Section 4 · R / HADES (Required for Day 6 Optional)

#	Tool	What to Verify	Status	Notes
4.1	R version	`R.version$version.string` returns ≥ 4.2	☐ Pass · ☐ Blocked · ☐ Not needed	Version:
4.2	RStudio or Posit Workbench	Opens and console is functional	☐ Pass · ☐ Blocked · ☐ Not needed
4.3	Java	`system("java -version")` in RStudio returns a version (8 or 11 preferred)	☐ Pass · ☐ Blocked · ☐ Not needed	Version:
4.4	DatabaseConnector	`library(DatabaseConnector)` loads without error	☐ Pass · ☐ Blocked · ☐ Not needed
4.5	HADES (core)	`library(CohortDiagnostics)` and `library(FeatureExtraction)` load without error	☐ Pass · ☐ Blocked · ☐ Not needed
4.6	JDBC Driver	Connection profile resolves with `createConnectionDetails(...)`	☐ Pass · ☐ Blocked · ☐ Not needed	Driver path:

Section 5 · Extraction Tool (Site Specific — Day 4)

#	Item	What to Verify	Status	Notes
5.1	Extraction method	Identify your site's extraction path: SEARCH / exported Atlas SQL / local pipeline	☐ Confirmed	Method:
5.2	SEARCH access	(If applicable) Log in to SEARCH and confirm a test extraction runs	☐ Pass · ☐ Blocked · ☐ N/A
5.3	Output location	Confirm where extracts are written (path, bucket, or schema)	☐ Confirmed	Output path:

Blockers (Complete Before Day 1)

List any items marked Blocked above and the action you have taken:

#	Blocked Item	Action Taken / Notes	Resolved?
			☐ Yes · ☐ No
			☐ Yes · ☐ No
			☐ Yes · ☐ No

Trainer Use: Readiness Summary

Fill this in after collecting completed checklists from participants.

ATLAS	CDM SQL	GitHub	R/HADES	Ready for Day 1?
☐	☐	☐	☐	☐
☐	☐	☐	☐	☐
☐	☐	☐	☐	☐

See also: Environment Setup Handout · Environment Setup Module