{"id":5250,"date":"2014-06-02T13:51:33","date_gmt":"2014-06-02T17:51:33","guid":{"rendered":"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-training2-2\/"},"modified":"2026-10-19T09:21:18","modified_gmt":"2026-10-19T13:21:18","slug":"redcap-howto","status":"publish","type":"page","link":"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-howto\/","title":{"rendered":""},"content":{"rendered":"<p><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/05\/1d2ced00-093b-41e5-85c3-dfb02adb12e7-1.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/05\/1d2ced00-093b-41e5-85c3-dfb02adb12e7-1-300x87.png\" alt=\"REDCap Logo\" width=\"300\" height=\"87\" class=\"size-medium wp-image-5032 aligncenter\" srcset=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/05\/1d2ced00-093b-41e5-85c3-dfb02adb12e7-1-300x87.png 300w, https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/05\/1d2ced00-093b-41e5-85c3-dfb02adb12e7-1-768x222.png 768w, https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/05\/1d2ced00-093b-41e5-85c3-dfb02adb12e7-1.png 795w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse;width: 100%\">\n<tbody>\n<tr>\n<td style=\"width: 20.6556%\">\n<h2 style=\"color: #007bff;text-align: center\"><strong><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-workflow\/\">PROJECT LIFECYCLE:<\/a><\/strong><\/h2>\n<\/td>\n<td style=\"width: 23.0804%\">\n<h2 style=\"text-align: center\"><strong><a href=\"https:\/\/dev-redcap.uchc.edu\/redcap\/index.php?action=training\" target=\"_blank\" rel=\"noopener\">TRAINING VIDEOS<\/a><\/strong><\/h2>\n<\/td>\n<td style=\"width: 0.834725%\"><\/td>\n<td style=\"width: 15.6787%\">\n<h2 style=\"text-align: center\"><strong>HOW-TO<br \/>\n<\/strong><\/h2>\n<\/td>\n<td style=\"width: 0.834725%\"><\/td>\n<td style=\"width: 20.6556%\">\n<h1><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-learningpathways\"><strong>LEARNING PATHWAYS<\/strong><\/a><\/h1>\n<\/td>\n<td style=\"width: 0.791766%\"><\/td>\n<td style=\"width: 22.0631%\">\n<h2 style=\"color: #007bff;text-align: center\"><strong><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-additionalresources\" rel=\"\">MORE\u00a0 RESOURCES<\/a><\/strong><\/h2>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><strong>HOW-TO GUIDES<\/strong><\/h2>\n<p><strong>(1) Best Practices: <\/strong>Review recommended strategies for project planning, compliance, data quality, governance, user management, and long-term project maintenance.<\/p>\n<ul>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-BestPracticesGuide.pdf\" target=\"_blank\" rel=\"noopener\">REDCap Best Practices Guide<\/a><\/li>\n<\/ul>\n<p><strong>(2) Project Development:<\/strong> 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><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-ProjectDevelopmentGuide.pdf\" target=\"_blank\" rel=\"noopener\">Project Development Guide<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/10\/REDCap-ProjectCreationGuide.pdf\" target=\"_blank\" rel=\"noopener\">Project Creation Guide.pdf<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/10\/REDCap-ProjectSetupPageGuide.pdf\" target=\"_blank\" rel=\"noopener\">Project Setup Page.pdf<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-DataDictionaryGuide.pdf\" target=\"_blank\" rel=\"noopener\">Data Dictionary Guide<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/10\/REDCap-ProjectTestingGuide.pdf\" target=\"_blank\" rel=\"noopener\">Development Project Testing Guide.pdf<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/10\/Draft-Preview-Mode.pdf\" target=\"_blank\" rel=\"noopener\">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.<\/a>:<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none\">\n<ul data-spread=\"true\" style=\"list-style-type: disc\"><\/ul>\n<\/li>\n<\/ul>\n<p><strong>(3) Moving-to-Production and Making Production Changes:<\/strong> Prepare projects for Production, safely manage post-production changes, and maintain project integrity throughout the study lifecycle.<\/p>\n<ul>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-ProjectPromotionGuide.pdf\" target=\"_blank\" rel=\"noopener\">Project Promotion to Production<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-ProjectEditsinProdGuide.pdf\" target=\"_blank\" rel=\"noopener\">Project Edits in Production Guide<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/10\/Draft-Preview-Mode.pdf\" target=\"_blank\" rel=\"noopener\">Draft Preview Mode.pdf<\/a><\/li>\n<\/ul>\n<p><strong>(4) Surveys and Automated Survey Invitations (ASIs):<\/strong> Build and distribute surveys, automate invitations and reminders, manage survey queues, and improve participant workflows.<\/p>\n<ul>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-SurveyGuide.pdf\" target=\"_blank\" rel=\"noopener\">REDCap Surveys Guide<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-RepeatingSurveyGuide.pdf\" target=\"_blank\" rel=\"noopener\">Data Collection Strategies for Repeating Surveys<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-SurveyQueuesGuide.pdf\" target=\"_blank\" rel=\"noopener\">Survey Queue Guide<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/02\/Survey-Notifications-1.pdf\" target=\"_blank\" rel=\"noopener\">Survey Notifications.pdf<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-EmailAlertsGuide.pdf\" target=\"_blank\" rel=\"noopener\">Email Alerts and Notifications Guide<\/a><\/li>\n<\/ul>\n<p><strong>(5) <\/strong><strong>Logic, Calculations &amp; Smart Variables:<\/strong> Use branching logic, calculated fields, action tags, and smart variables to build more dynamic and automated REDCap workflows.<\/p>\n<ul>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-ProgrammingLogic.pdf\" target=\"_blank\" rel=\"noopener\">REDCap Logic<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-SmartVariables.pdf\" target=\"_blank\" rel=\"noopener\">REDCap Smart Variables<\/a><\/li>\n<li><a href=\"https:\/\/redcap.vumc.org\/surveys\/?s=8MPTNYPKYAAT9LPE\" target=\"_blank\" rel=\"noopener\">Simple and Complex Calculations in REDCap<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/10\/REDCap-ActionTagsGuide.pdf\" target=\"_blank\" rel=\"noopener\">Using Action Tags.pdf<\/a>\n<ul><\/ul>\n<\/li>\n<\/ul>\n<p><strong>(6) <\/strong><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-ProjectClosureGuide.pdf\" target=\"_blank\" rel=\"noopener\">REDCap Project Closure Guide<\/a><\/p>\n<p><strong>(7) <\/strong><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-econsent\" rel=\"\">e-Consents: The REDCap eConsent Framework supports secure electronic consent workflows for both in-person and remote research participation<\/a><\/p>\n<p><strong>(8) <\/strong><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-LongitudinalProjectGuide.pdf\" target=\"_blank\" rel=\"noopener\">Longitudinal Projects: Build projects with multiple visits, events, repeatable instruments, and study timelines<\/a><\/p>\n<p><strong>(9) <\/strong><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-HandlingConfidentialDataGuide.pdf\" target=\"_blank\" rel=\"noopener\">Identifiers &amp; Sensitive Data: Guidance for handling identifiers, PHI, and confidentiality requirements<\/a><\/p>\n<p><strong>(10) <\/strong><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/09\/REDCap-ModulesCustomizationGuide.pdf\" target=\"_blank\" rel=\"noopener\">Optional Modules &amp; Customization: Extend REDCap functionality with optional modules and custom features<\/a><\/p>\n<p><strong>(11) <\/strong><a href=\"https:\/\/projectredcap.org\/resources\/citations\/\" target=\"_blank\" rel=\"noopener\">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<\/a><\/p>\n<p><strong>(12) <\/strong><strong>Survey Security:<\/strong> Learn how to protect your public surveys:<\/p>\n<ul>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/01\/CAPTCHA.pdf\" target=\"_blank\" rel=\"noopener\">CAPTCHA<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2024\/05\/Avoiding-and-Detecting-Bots-and-Fraud_REDCapSurveys_.pdf\" target=\"_blank\" rel=\"noopener\">John Hopkins University Survey Security Guide<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/01\/BOTS-FRAUD.pdf\" target=\"_blank\" rel=\"noopener\">BOTS &amp; FRAUD: Survey Security and Protection<\/a>\n<ul><\/ul>\n<\/li>\n<li><strong>User Access:<\/strong> <span><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/05\/Access-Sponsor-Dashboard-1.pdf\" target=\"_blank\" rel=\"noopener\">User access guidelines on user access oversight, sponsor responsibilities, and project user management workflows<\/a><\/span><\/li>\n<\/ul>\n<p><strong>(13) Additional Data Management Guides:<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/10\/REDCap-DataManagementGuide2.pdf\" target=\"_blank\" rel=\"noopener\">Data Management Guide<\/a><\/li>\n<li><a href=\"https:\/\/grants.nih.gov\/policy-and-compliance\/policy-topics\/sharing-policies\/dms\/policy-overview#after\" target=\"_blank\" rel=\"noopener\">NIH Data Management &amp; Sharing Policy (DSMP) Policy.<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2026\/10\/REDCap-NDA.pdf\" target=\"_blank\" rel=\"noopener\">NIH Data Archive (NDA): How REDCap can be customized for data sharing to the NDA.<\/a><\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/08\/Summertime-Maintenance-Tips_8.2025.pdf\" target=\"_blank\" rel=\"noopener\">Project cleanup, maintenance, and organizational recommendations to help keep REDCap projects functioning efficiently<\/a><\/li>\n<li style=\"list-style-type: none\">\n<ul data-spread=\"true\" style=\"list-style-type: circle\"><\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>PROJECT LIFECYCLE: TRAINING VIDEOS HOW-TO LEARNING PATHWAYS MORE\u00a0 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 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-5250","page","type-page","status-publish","hentry"],"acf":[],"publishpress_future_action":{"enabled":false,"date":"2026-10-31 20:18:32","action":"change-status","newStatus":"draft","terms":[],"taxonomy":""},"_links":{"self":[{"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/5250","targetHints":{"allow":["GET"]}}],"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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/comments?post=5250"}],"version-history":[{"count":115,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/5250\/revisions"}],"predecessor-version":[{"id":5803,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/5250\/revisions\/5803"}],"wp:attachment":[{"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/media?parent=5250"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}