(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

(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) Project Closure: REDCap Project Closure Guide

(5) 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

(6) 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

 

(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) NIH Data Sharing: Prepare REDCap data for NIH repositories and NDA submissions.

(12) Citing REDCap: Recommended citation language and REDCap publication references. View Resource | View Guide 

(14) Securing Your Project:

• CAPTCHA: Protect your Surveys, Protect your DataLearn how CAPTCHA can help reduce automated survey submissions and improve survey integrity.
• BOTS & FRAUD: Survey Security and Protection: Guidance for recognizing, preventing, and reducing fraudulent survey responses and automated bot activity.

1. Additional Data Management Resources. Review these guides for additional ways to help you manage your project:
   • Managing Your Data: Data Quality Review and Backups: Best practices for reviewing data quality, exporting study data, and maintaining secure study backups.
   • Data Sharing: REDCap and the NIH Data Archive (NDA): Overview of REDCap considerations and workflows related to NIH data sharing and data archive submissions.
   • REDCap Project Maintenance: Project cleanup, maintenance, and organizational recommendations to help keep REDCap projects functioning efficiently.
2. Project Development Strategies. These resources focus on project setup, development workflows, and testing strategies before moving projects into Production.
   • Development Project Testing: How-To Guide: Recommendations and testing strategies for validating project functionality before active data collection begins.
   • 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. User Access: Guideline on user access oversight, sponsor responsibilities, and project user management workflows.

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