Quality control + validation checklist

Use this checklist before uploading to SciENcv, and again before final certification by the named individual.

1) Content checks (policy-driven)

  • No personal information: do not include home address, personal phone numbers, personal email, etc.
  • Ensure each award or in-kind resource reflects actual commitments and resources.
  • For consulting, confirm whether it meets the Common Form disclosure triggers and (if so) treat it as an award entry under proposals/active projects.
  • For in-kind contributions, confirm the in-kind item meets the reporting threshold and includes a time commitment.

2) Structure checks (upload-driven)

  • Root element is exactly <profile>.
  • Exactly one <funding> block.
  • Every <support> entry includes a non-empty <contributiontype> set to award or inkind.
  • Dates are in YYYY-MM-DD (use day 01 if you only have month/year).
  • Award amounts are digits only (no $, no commas).
  • Each <personmonth> has a 4-digit year attribute.

3) Post-upload checks (SciENcv UI)

After uploading:

  • Open each entry in the SciENcv CPOS UI.
  • Resolve any red exclamation icons for missing required fields.
  • Confirm that effort and overlap text display as expected.

Optional: run the lightweight validator in this repo

This repo includes a browser-based tool and a CLI script to catch common formatting issues:

python tools/validate_cpos_xml.py path/to/your_cpos.xml

Both checks cover:

  • XML well-formedness
  • missing/invalid <contributiontype>
  • date formats
  • award amount formatting
  • person-month years and numeric values

It does not perform full XSD validation (SciENcv is the source of truth).