{"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":"2026-09-25T10:48:53","modified_gmt":"2026-09-25T14:48:53","slug":"redcap-how-to","status":"publish","type":"page","link":"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-how-to\/","title":{"rendered":"How-To Guides"},"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<section aria-labelledby=\"crc-mission\"><\/section>\n<section aria-labelledby=\"crc-mission\"><\/section>\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-1.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\/2024\/03\/Project-Creation-Guide.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\/2024\/01\/Project-Setup-Page.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\/2024\/10\/Development-Project-Testing-How-to-Guide.pdf\" target=\"_blank\" rel=\"noopener\">Development Project Testing Guide.pdf<\/a><\/li>\n<\/ul>\n<ul><\/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) Project Closure:<\/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>(5) 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>(6) <\/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\/2023\/06\/Action-Tags-in-REDCap.pdf\" target=\"_blank\" rel=\"noopener\">Using Action Tags.pdf<\/a>\n<ul><\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>(7) <a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/redcap-econsent\">e-Consent<\/a>s: <\/strong>The REDCap eConsent Framework supports secure electronic consent workflows for both in-person and remote research participation.<\/p>\n<p><strong>(8) <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:<\/a><\/strong> Build projects with multiple visits, events, repeatable instruments, and study timelines.<\/p>\n<p><strong>(9) <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:<\/a><\/strong> Guidance for handling identifiers, PHI, and confidentiality requirements.<\/p>\n<p><strong>(10) <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: <\/a><\/strong>Extend REDCap functionality with optional modules and custom features.<\/p>\n<p><strong>\u00a0(11) NIH Data Sharing: <\/strong>Prepare REDCap data for NIH repositories and NDA submissions.<\/p>\n<p><strong>(12) Citing REDCap:<\/strong> Recommended citation language and REDCap publication references. <a href=\"https:\/\/projectredcap.org\/resources\/citations\/\" target=\"_blank\" rel=\"noopener\"><strong><\/strong><\/a><strong><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/services\/informatics-core\/redcap-home\/citing-redcap\/\">View Resource<\/a><\/strong> | <a href=\"https:\/\/projectredcap.org\/resources\/citations\/\" target=\"_blank\" rel=\"noopener\"><strong>View Guide<\/strong><\/a><strong>\u00a0<\/strong><\/p>\n<p><strong>(14) Securing Your Project: <\/strong><\/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: Protect your Surveys, Protect your Data<\/a>Learn how CAPTCHA can help reduce automated survey submissions and improve survey integrity.<\/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>: Guidance for recognizing, preventing, and reducing fraudulent survey responses and automated bot activity.<\/li>\n<\/ul>\n<div>\n<ul><\/ul>\n<\/div>\n<ol data-spread=\"true\" start=\"1\">\n<li><strong>Additional Data Management Resources.<\/strong> Review these guides for additional ways to help you manage your project:\n<ul data-spread=\"true\" style=\"list-style-type: disc\">\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/01\/DATA-QUALITY.pdf\" target=\"_blank\" rel=\"noopener\">Managing Your Data: Data Quality Review and Backups<\/a>: Best practices for reviewing data quality, exporting study data, and maintaining secure study backups.<\/li>\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/01\/NIH-DATA-SHARING.pdf\" target=\"_blank\" rel=\"noopener\">Data Sharing: REDCap and the NIH Data Archive (NDA)<\/a>: Overview of REDCap considerations and workflows related to NIH data sharing and data archive submissions.<\/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\">REDCap Project Maintenance<\/a>: Project cleanup, maintenance, and organizational recommendations to help keep REDCap projects functioning efficiently.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Project Development Strategies.<\/strong> <span>These resources focus on project setup, development workflows, and testing strategies before moving projects into Production.<\/span>\n<ul data-spread=\"true\" style=\"list-style-type: disc\">\n<li><a href=\"https:\/\/health.uconn.edu\/clinical-research-center\/wp-content\/uploads\/sites\/50\/2025\/01\/PROJECT-DEVELOPMENT.pdf\" target=\"_blank\" rel=\"noopener\">Development Project Testing: How-To Guide<\/a>: Recommendations and testing strategies for validating project functionality before active data collection begins.<\/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<\/a>: Overview of Draft Preview Mode and how to safely review pending project changes before applying them.<\/li>\n<\/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\">Guideline<\/a> on user access oversight, sponsor responsibilities, and project user management workflows.<\/span><\/li>\n<\/ol>\n<h6>Page 2-1<\/h6>\n","protected":false},"excerpt":{"rendered":"<p>(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 [&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":"2026-10-02 16:25:36","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":61,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/5250\/revisions"}],"predecessor-version":[{"id":5252,"href":"https:\/\/health.uconn.edu\/clinical-research-center\/wp-json\/wp\/v2\/pages\/5250\/revisions\/5252"}],"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}]}}