& Staff) Contents. 2) Enter a title

Transcription

1 REDCap Projects Overview (Audience: Faculty & Staff) Contents Create Project... 1 Main Project Settings... 4 Data Collection Instruments... 6 Practice Data Collection Project Users Move Project to Production Create Project 1) Click Createe New Project. 2) Enter a title and choose a purpose of the project. Select Create an empty project (blank slate). Click <Create Project>.

2 3) The page will redirect to the Project Setup tab.

3 The Project Setup tab consists of a checklist of steps to build the project. The steps can be completed in any order and not all steps are required for every project. The Project Status is at the top of the content in the Project Setup tab. When a project is created, it starts in Development Mode. Development Mode means the project is still being built. Development Mode has the same features and functionality as Production Mode. Researchers can use the project in Development Mode to collect practice data to test the project. The project will be moved from Development Mode to Production Mode when it is ready to collect real data. When moved to Production Mode, practice dataa is removed. Structural changes can be made in Production Mode in the same way changes are made in the Development Mode. Changes madee in Production Mode do not

4 happen immediately in order to prevent the accidental deletion of real data collected. Main Project Settings 4) Main Project Settings a. <Enable> Use longitudinal data collection with repeating forms? if the forms will be used repeatedly to collect data for each

5 subject/record in the project. By default, this is disabled; all data collection instruments only collect data once for each subject/record in the project. Note: For this tutorial we will leave this disabled. b. <Enable> Use surveys in this project? if the project will collect data from survey respondents. Projects can collectt data from project users, survey respondents or both. Note: For this tutorial we will enable this feature. c. Click <Modify project title, purpose, etc.> to change the project title or purpose. d. Click <I m done!> when these settings have been made. Note: Marking a checklist item as complete is only for your visual reference. Settings can still be modified after having been marked complete. 5) Design your data collection instruments in this step, you ll decide what kind of dataa to collect, how to display it and how to store it. There are two methods available for designingg data collection instruments: a. Online Designer i. Quickest way to get started ii. Entirely online b. Upload Data Dictionary i. CSV file

6 ii. iii. Captures the same information as the Online Designer but displays it differently The Dataa Dictionary file is modified outside of REDCap and uploadedd to make changes to the project. Note: Both methods can be used interchangeably. Note: In this tutorial we willl be using the Onlinee Designer. Data Collection Instruments 6) Click <Online Designer>. The Online Designer has a list of Dataa Collection Instruments. Data Collection Instrumentss are the webpages used to enter and collect data. My First Instrument is created automatically. Click on My First Instrument to view the fields in the instrument. 7) By default, the only field is the Record ID.. It is used to store the names of the records in the project and cannot be deleted or moved.

7 8) Click <Return to list of Data Collection Instruments>. Click <Rename> under Instrument actions for My First Instrument. In this tutorial, the first instrument will be used to collect demographic information so we will rename this to Demographics. Click <Save>. 9) In this tutorial, demographics data will bee collected in a survey versus it being entered by a project user. Click <Enable> under Enabled as survey to allow this data to be collected as a survey. 10) The page will redirect to the Set Up My Survey tab. From this page, project users can set Survey Design Options, Survey Access and Survey Terminatio n Options. a. Survey Design Options i. Survey Title enter a title that will be displayed to participants at the top of the survey page. ii. Question Numbering selectt Auto numbered or Custom numbered. iii. Allow survey respondents to view aggregate survey results after completing the survey?? Select Disabled or a display option from the drop down menu.

8 iv. Logo an image can be attached and displayed above the survey title if desired. This is optional. v. Survey Instructions type instructions for participants using the survey. Default text is already entered. b. Survey Access i. Survey Expiration set an expiration date if desired. This is optional. For this tutorial, we do not enter an expiration date. ii. Allow Save & Return Later option for respondents? select No or Yes from the drop down menu. c. Survey Termination Options Choose one of the following: i. Redirect to URL enter a webpage the user will be redirected to upon completion. ii. Survey Acknowledgement Text a message is displayed to the user upon completion of the survey. Default text is already entered. Click <Save Changes>. The page is reloaded and a confirmation message will appear at the top of the window. Select <Return to previous page>. 11) Click on the Instrument name to edit the survey. To add a field, click <Add Field>. The Add New Field pop up will appear. Select a Field Type from the drop down menu.

9 Fill in the form and click <Save>.

10 12) Repeat step 11 to add additional fields to the survey. Make selections in the Add New Field pop up according to the data you want to collect.

11 13) 14) Editing Fields a. Fields in the Data Collection Instrument can be rearranged by clicking a field and dragging it to the new location. b. Fields can be edited by clicking the pencil icon ( ). c. Fields can be duplicated by clicking the copy icon ( ) and clicking Copy field in the pop up. d. Branching logic can be added to a field by clicking the green arrow icon ( ). e. Fields can be deleted by clicking thee red X ( ). f. Stop Actions can be added to somee question types thatt will prompt the user to end the survey based on feedback that matches the defined stop action. The survey can be previewed by clicking <Preview Instrument>.

12 15) Additional blank data collection instruments can be added to the project by clicking (A) <Create>,, (B) clicking <Add instrument here>, (C) entering a name and (D) clicking <Create> >. 16) Existing data collection instrumentss from the REDCap Shared Library can be added to the project by clicking <Download> >. Practice Data Collection 17) Click Add/Edit Records in the menu on the right hand side of the page to create a practice data collection record. 18) Click <Add a new record> >. 19) Fill out the survey with the practicee data. Select a completion status from the Complete drop down menu. This is used to categorize the record as Incomplete, Unverified, or Complete. Note: Records can be marked Complete even if questions are left blank.. Click <Save Record> >.

13 Project Users 20) Add users to your project by clicking <User Rights> in the Project Setup tab. 21) Enter the username of the user you d like to add to the project and hit the TAB key. 22) Select the features the user should be able to access. The user s Data Entry Rights can be selected for each dataa instrument. View & Edit user can enter and modify data on the form. Read Only user can only see existing data

14 No Access link to form will not be available to the user 23) In the Basic User Rights module, check the checkboxes and features the user should have access to. next to tools 24) 25) table. Click <Add User>. Project users are listed in the Comprehensivee User Rights View

15 Move Project to Production 26) After creating, building and testing your project with practice dataa records, it can be moved to production when you are ready to start collecting real data. From the Project Setup tab, click <Move project to production >. Note: Extensive testing of the dataa collection instruments should be performed by multiple users before moving a project to production. Be sure to test not only the collection instruments but the data application tools to ensure the data collected is accurate and in the desiredd format. 27) In the pop up, it will ask for confirmation thatt the project is ready to be moved to production. The option to delete all practice dataa is available as well. Only REDCap administrators can move a project to product. Click < Yes, Request Admin to Move to Production Status> to request the project be moved to production n.

16 28) An additional confirmation pop up will appear asking if the existing data should be deleted if the checkbox was selected in the previous pop up. 29) A confirmation message will appear at the top of the window letting you know the request to move the project to production has been sent to the REDCap administrators.