REDCap Guides & How-To’s
Step-by-step guidance, best practices, and reference materials for building, managing, and maintaining REDCap projects at UConn Health.
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Best Practices: Planning, governance, and study design guidance. View Guides →
Project Development: Build, configure, test, and prepare projects. View Guides →
Surveys & ASIs: Surveys, invitations, queues, and alerts. View Guides →
Logic & Calculations: Branching logic, calculations, and smart variables. View Guides →
eConsent Framework: Electronic consent and eHIPAA workflows. View Guides →
Production: Move to Production and manage changes. View Guides →
Advanced Tools: Longitudinal projects, API, MLM, MyCap, and more. View Guides →
Compliance & Security: IRB, HIPAA, identifiers, and data security. View Guides →
Best Practices
Review recommended strategies for project planning, compliance, data quality, governance, user management, and long-term project maintenance.
Project Development
Learn how to plan, build, configure, and test REDCap projects while aligning with IRB-approved study protocols and institutional requirements.
Surveys and Automated Survey Invitations (ASIs)
Build and distribute surveys, automate invitations and reminders, manage survey queues, and improve participant workflows.
Logic, Calculations & Smart Variables
Use branching logic, calculated fields, action tags, and smart variables to build more dynamic and automated REDCap workflows.
e-Consent Framework and eHIPAA
The REDCap eConsent Framework supports secure electronic consent workflows for both in-person and remote research participation.
Moving-to-Production and Making Production Changes
Prepare projects for Production, safely manage post-production changes, and maintain project integrity throughout the study lifecycle.
Advanced Tools & Specialized Features
Longitudinal Projects: Build projects with multiple visits, events, repeatable instruments, and study timelines. View Guide →
Identifiers & Sensitive Data: Guidance for handling identifiers, PHI, and confidentiality requirements. View Guide →
Optional Modules & Customization: Extend REDCap functionality with optional modules and custom features. View Guide →
NIH Data Sharing: Prepare REDCap data for NIH repositories and NDA submissions. View Guide →
Citing REDCap: Recommended citation language and REDCap publication references. View Resources →
Compliance, Security & Responsible Use
All REDCap projects must align with IRB-approved protocols, institutional policies, HIPAA requirements, and approved data management plans.
- Only collect and store data approved by the IRB.
- Limit user access to only those who require it.
- Ensure identifiers and high-risk data are managed appropriately.
- Include REDCap usage, eConsent, API use, MyCap, or mobile workflows in the approved study plan when applicable.
- Test all workflows thoroughly before moving projects to Production.