{"id":2190,"date":"2023-05-18T15:05:13","date_gmt":"2023-05-18T19:05:13","guid":{"rendered":"https:\/\/health.uconn.edu\/clinical-research-center\/?page_id=2190"},"modified":"2026-05-22T16:13:34","modified_gmt":"2026-05-22T20:13:34","slug":"guides-how-tos","status":"publish","type":"page","link":"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/","title":{"rendered":"REDCap Guides &amp; How-to"},"content":{"rendered":"<div id=\"top\" style=\"max-width: 1120px;margin: 0 auto;line-height: 1.7;color: #1f2937;font-family: Arial, sans-serif\">\n<div style=\"text-align: right;margin-top: 14px\"><a href=\"\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to REDCap Homepage<\/a><\/div>\n<div style=\"background: #329EB8;;border: 1px solid #bae6fd;padding: 28px 24px;margin: 24px 0;border-radius: 14px;text-align: center\">\n<p style=\"font-size: 1.50em;max-width: 850px;margin: 16px auto 0\"><strong>REDCap Guides &amp; How-To\u2019s<\/strong><\/p>\n<p style=\"font-size: 1.08em;max-width: 850px;margin: 12px auto 0\">Step-by-step guidance, best practices, and reference materials for building, managing, and maintaining REDCap projects at UConn Health.<\/p>\n<\/div>\n<div style=\"background: #f9fafb;border-left: 5px solid #64C7C9;padding: 18px 20px;border-radius: 10px;margin-bottom: 28px\"><strong>Note:<\/strong> This page is currently being refreshed and expanded. Some supporting guides and downloadable resources may still be undergoing revision and reorganization.<\/div>\n<h2 style=\"background: #329EB8;color: white;padding: 12px 16px;border-radius: 6px;text-align: center;margin-bottom: 24px\">What do you need help with?<\/h2>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Best Practices:<\/strong> Planning, governance, and study design guidance.<a href=\"#best-practices\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\"> View Guides \u2192<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Project Development: <\/strong> Build, configure, test, and prepare projects.<a href=\"#project-development\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\"> View Guides \u2192<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Surveys &amp; ASIs: <\/strong> Surveys, invitations, queues, and alerts.<a href=\"#surveys-asis\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\"> View Guides \u2192<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Logic &amp; Calculations: <\/strong>Branching logic, calculations, and smart variables.<a href=\"#logic-calculations\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\"> View Guides \u2192<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>eConsent Framework: <\/strong>Electronic consent and eHIPAA workflows.<a href=\"#econsent\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\"> View Guides \u2192<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Production: <\/strong>Move to Production and manage changes.<a href=\"#production\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\"> View Guides \u2192<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Advanced Tools: <\/strong>Longitudinal projects, API, MLM, MyCap, and more.<a href=\"#advanced-tools\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\"> View Guides \u2192<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Compliance &amp; Security: <\/strong>IRB, HIPAA, identifiers, and data security.<a href=\"#compliance\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\"> View Guides \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<hr \/>\n<h2 id=\"best-practices\" style=\"background: #329eb8;color: white;padding: 12px 16px;border-radius: 6px;text-align: center\">Best Practices<\/h2>\n<div>\n<p>Review recommended strategies for project planning, compliance, data quality, governance, user management, and long-term project maintenance.<\/p>\n<ul>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-best-practices\/\" style=\"color: #3366ff\">REDCap Best Practices<\/a><\/span><\/li>\n<\/ul>\n<\/div>\n<div style=\"text-align: right;margin-top: 14px\"><a href=\"#top\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to top \u2191<\/a><\/div>\n<hr \/>\n<h2 id=\"project-development\" style=\"background: #329EB8;color: white;padding: 12px 16px;border-radius: 6px\">Project Development<\/h2>\n<div>\n<p>Learn how to plan, build, configure, and test REDCap projects while aligning with IRB-approved study protocols and institutional requirements.<\/p>\n<ul>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/project-development\/\" style=\"color: #3366ff\">Project Development Guide<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/03\/Project-Creation-Guide.pdf\" style=\"color: #3366ff\">Project Creation Guide<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/01\/Project-Setup-Page.pdf\" style=\"color: #3366ff\">Project Setup Page<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/02\/How-to-Use-Data-Dictionary.docx\" style=\"color: #3366ff\">How to Use the Data Dictionary<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/10\/Development-Project-Testing-How-to-Guide.pdf\" style=\"color: #3366ff\">Development Project Testing Guide<\/a><\/span><\/li>\n<\/ul>\n<\/div>\n<div style=\"text-align: right;margin-top: 14px\"><a href=\"#top\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to top \u2191<\/a><\/div>\n<hr \/>\n<h2 id=\"survey-asis\" style=\"background: #329EB8;color: white;padding: 12px 16px;border-radius: 6px\">Surveys and Automated Survey Invitations (ASIs)<\/h2>\n<div>\n<p>Build and distribute surveys, automate invitations and reminders, manage survey queues, and improve participant workflows.<\/p>\n<ul>\n<li><span style=\"text-decoration: underline\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/redcap-surveys\/\" rel=\"\"><span style=\"color: #3366ff;text-decoration: underline\">REDCap Surveys Guide<\/span><\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/repeating-surveys\/\" rel=\"\" style=\"color: #3366ff\">Data Collection Strategies for Repeating Surveys<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/02\/Survey-Queues.docx\" style=\"color: #3366ff\">Survey Queues<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/02\/Survey-Notifications-1.pdf\" style=\"color: #3366ff\">Survey Notifications<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/02\/Email-Alerts-and-Notifications.docx\" style=\"color: #3366ff\">Alerts and Notifications<\/a><\/span><\/li>\n<\/ul>\n<\/div>\n<div style=\"text-align: right;margin-top: 14px\"><a href=\"#top\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to top \u2191<\/a><\/div>\n<hr \/>\n<h2 id=\"logic-calculations\" style=\"background: #329EB8;color: white;padding: 12px 16px;border-radius: 6px\">Logic, Calculations &amp; Smart Variables<\/h2>\n<div>\n<p>Use branching logic, calculated fields, action tags, and smart variables to build more dynamic and automated REDCap workflows.<\/p>\n<ul>\n<li><span style=\"text-decoration: underline\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/redcap-logic\/\" rel=\"\"><span style=\"color: #3366ff;text-decoration: underline\">REDCap Logic<\/span><\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/smart-variables\/\" rel=\"\" style=\"color: #3366ff\">REDCap Smart Variables<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2023\/06\/Action-Tags-in-REDCap.pdf\" style=\"color: #3366ff\">Using Action Tags<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/redcap.vumc.org\/surveys\/?s=8MPTNYPKYAAT9LPE\" style=\"color: #3366ff\">Simple and Complex Calculations in REDCap<\/a><\/span><\/li>\n<\/ul>\n<\/div>\n<div style=\"text-align: right;margin-top: 14px\"><a href=\"#top\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to top \u2191<\/a><\/div>\n<hr \/>\n<h2 id=\"econsent\" style=\"background: #329EB8;color: white;padding: 12px 16px;border-radius: 6px\">e-Consent Framework and eHIPAA<\/h2>\n<div>\n<p>The REDCap eConsent Framework supports secure electronic consent workflows for both in-person and remote research participation.<\/p>\n<ul>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/econsent\/\" style=\"color: #3366ff\">REDCap eConsent Guide<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/econsent\/econsent-step-by-step-guide\/\" rel=\"\" style=\"color: #3366ff\">eConsent Step-by-Step Setup Guide<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/redcap.vumc.org\/surveys\/?s=Y7Y4K7RDCFNHEDR3\" style=\"color: #3366ff\">Tutorial Video: eConsent Framework and PDF Snapshot<\/a><\/span><\/li>\n<\/ul>\n<\/div>\n<div style=\"text-align: right;margin-top: 14px\"><a href=\"#top\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to top \u2191<\/a><\/div>\n<hr \/>\n<h2 id=\"production\" style=\"background: #329EB8;color: white;padding: 12px 16px;border-radius: 6px\">Moving-to-Production and Making Production Changes<\/h2>\n<div>\n<p>Prepare projects for Production, safely manage post-production changes, and maintain project integrity throughout the study lifecycle.<\/p>\n<ul>\n<li><span style=\"text-decoration: underline\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2023\/06\/Moving-Project-to-Production.docx\"><span style=\"color: #3366ff;text-decoration: underline\">Moving Project to Production<\/span><\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/03\/Quick-Guide-on-Making-Changes-in-Production.docx\" style=\"color: #3366ff\">Quick Guide on Making Changes in Production<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2023\/12\/Making-Changes-to-a-Project-in-Production.pdf\" style=\"color: #3366ff\">Making Changes in Production<\/a><\/span><\/li>\n<li><span style=\"color: #3366ff\"><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/10\/Draft-Preview-Mode.pdf\" style=\"color: #3366ff\">Draft Preview Mode<\/a><\/span><\/li>\n<\/ul>\n<\/div>\n<div style=\"text-align: right;margin-top: 14px\"><a href=\"#top\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to top \u2191<\/a><\/div>\n<hr \/>\n<h2 id=\"advanced-tools\" style=\"background: linear-gradient(135deg, #329EB8, #64C7C9);color: white;padding: 14px 18px;border-radius: 10px;margin-bottom: 22px\">Advanced Tools &amp; Specialized Features<\/h2>\n<div style=\"grid-template-columns: repeat(2, 1fr);gap: 18px;margin-bottom: 30px\">\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Longitudinal Projects:<\/strong> Build projects with multiple visits, events, repeatable instruments, and study timelines. <a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/longitudinal\/\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\">View Guide \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Identifiers &amp; Sensitive Data:<\/strong> Guidance for handling identifiers, PHI, and confidentiality requirements. <a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/identifiers-in-redcap\/\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\">View Guide \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Optional Modules &amp; Customization:<\/strong> Extend REDCap functionality with optional modules and custom features. <a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/guides-how-tos\/redcap-optional-modules-customizations\/\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\">View Guide \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>NIH Data Sharing: P<\/strong>repare REDCap data for NIH repositories and NDA submissions. <a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/using-redcap-for-nih-data-sharing\/\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\">View Guide \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<div style=\"background: #f9fafb;border: 1px solid #dbeafe;border-radius: 12px;padding: 18px\">\n<p style=\"margin-top: 0;color: #1f2937\"><strong>Citing REDCap:<\/strong> Recommended citation language and REDCap publication references. <a href=\"https:\/\/projectredcap.org\/resources\/citations\/\" style=\"color: #2563eb;font-weight: 600;text-decoration: none\">View Resources \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<h2 id=\"logic-calculations\" style=\"background: #329EB8;color: white;padding: 12px 16px;border-radius: 6px\">Compliance, Security &amp; Responsible Use<\/h2>\n<p>All REDCap projects must align with IRB-approved protocols, institutional policies, HIPAA requirements, and approved data management plans.<\/p>\n<ul>\n<li>Only collect and store data approved by the IRB.<\/li>\n<li>Limit user access to only those who require it.<\/li>\n<li>Ensure identifiers and high-risk data are managed appropriately.<\/li>\n<li>Include REDCap usage, eConsent, API use, MyCap, or mobile workflows in the approved study plan when applicable.<\/li>\n<li>Test all workflows thoroughly before moving projects to Production.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div style=\"background: #fff7ed;border-left: 6px solid #ea580c;padding: 14px 16px;margin: 22px 0;border-radius: 4px\"><strong>Important:<\/strong> UConn Health\u2019s current REDCap instance is not validated for 21 CFR Part 11 compliance and should not be used for FDA-regulated studies requiring Part 11-compliant electronic records or electronic signatures.<\/div>\n<p><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/02\/General-Security-Overview.docx\">General Security Overview<\/a><\/p>\n<div style=\"text-align: right;margin-top: 14px\"><a href=\"#top\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to top \u2191<\/a><\/div>\n<div style=\"text-align: right;margin-top: 28px\"><a href=\"\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap\/\" style=\"background: #eef6f8;color: #1f2937;padding: 6px 12px;text-decoration: none;border-radius: 20px;font-size: 0.95em\">Back to REDCap Homepage<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Back to REDCap Homepage REDCap Guides &amp; How-To\u2019s Step-by-step guidance, best practices, and reference materials for building, managing, and maintaining REDCap projects at UConn Health. Note: This page is currently being refreshed and expanded. Some supporting guides and downloadable resources may still be undergoing revision and reorganization. What do you need help with? Best Practices: [&hellip;]<\/p>\n","protected":false},"author":4679,"featured_media":0,"parent":914,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-pagebuilder.php","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"publishpress_future_action":{"enabled":false,"date":"2026-05-30 07:44:25","action":"change-status","newStatus":"draft","terms":[],"taxonomy":""},"_links":{"self":[{"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/2190"}],"collection":[{"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/users\/4679"}],"replies":[{"embeddable":true,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/comments?post=2190"}],"version-history":[{"count":628,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/2190\/revisions"}],"predecessor-version":[{"id":5018,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/2190\/revisions\/5018"}],"up":[{"embeddable":true,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/914"}],"wp:attachment":[{"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/media?parent=2190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}