REDCap Guides & How-To’s
Step-by-step guidance, best practices, and reference materials for building, managing, and maintaining REDCap projects at UConn Health.
What do you need help with?
Best Practices: Planning, governance, and study design guidance. View Guides →
Project Development: Build, configure, test, and prepare projects. View Guides →
Production: Move to Production and manage changes. View Guides →
Project Closure: Export data and close project out in REDCap 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 →
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.
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 Closure
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.
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.