PROJECT LIFECYCLE:

TRAINING VIDEOS

HOW-TO

LEARNING PATHWAYS

MORE  RESOURCES

HOW-TO GUIDES

(1) Best Practices: Review recommended strategies for project planning, compliance, data quality, governance, user management, and long-term project maintenance.

• REDCap Best Practices Guide

(2) Project Development: Learn how to plan, build, configure, and test REDCap projects while aligning with IRB-approved study protocols and institutional requirements.

• Project Development Guide
• Project Creation Guide.pdf
• Project Setup Page.pdf
• Data Dictionary Guide
• Development Project Testing Guide.pdf
• Draft-Preview Mode: Test it, Tweak it, Trust it. Overview of Draft Preview Mode and how to safely review pending project changes before applying them.:

(3) Moving-to-Production and Making Production Changes: Prepare projects for Production, safely manage post-production changes, and maintain project integrity throughout the study lifecycle.

• Project Promotion to Production
• Project Edits in Production Guide
• Draft Preview Mode.pdf

(4) Surveys and Automated Survey Invitations (ASIs): Build and distribute surveys, automate invitations and reminders, manage survey queues, and improve participant workflows.

• REDCap Surveys Guide
• Data Collection Strategies for Repeating Surveys
• Survey Queue Guide
• Survey Notifications.pdf
• Email Alerts and Notifications Guide

(5) Logic, Calculations & Smart Variables: Use branching logic, calculated fields, action tags, and smart variables to build more dynamic and automated REDCap workflows.

• REDCap Logic
• REDCap Smart Variables
• Simple and Complex Calculations in REDCap
• Using Action Tags.pdf

(6) REDCap Project Closure Guide

(7) e-Consents: The REDCap eConsent Framework supports secure electronic consent workflows for both in-person and remote research participation

(8) Longitudinal Projects: Build projects with multiple visits, events, repeatable instruments, and study timelines

(9) Identifiers & Sensitive Data: Guidance for handling identifiers, PHI, and confidentiality requirements

(10) Optional Modules & Customization: Extend REDCap functionality with optional modules and custom features

(11) Citing REDCap: If your study used REDCap for data collection and/or data management, you must cite REDCap in manuscripts, abstracts, posters, presentations, dissertations, and other scholarly works

(12) Survey Security: Learn how to protect your public surveys:

• CAPTCHA
• John Hopkins University Survey Security Guide
• BOTS & FRAUD: Survey Security and Protection
• User Access: User access guidelines on user access oversight, sponsor responsibilities, and project user management workflows.

(13) Additional Data Management Guides:

• Data Management Guide
• NIH Data Management & Sharing Policy (DSMP) Policy.
• NIH Data Archive (NDA): How REDCap can be customized for data sharing to the NDA.
• Project cleanup, maintenance, and organizational recommendations to help keep REDCap projects functioning efficiently