Many customizations can be configured on a per-project or per-survey level for maximum flexibility. It is a customizable, searchable list dashboard. We recommend that you use PCOM colors for your HTML coding. Did you know you can turn a field label into a link? You can find more information about creating and editing fields in the section of this guide 'Online Designer: Instruments and Fields'. The module is designed to migrate any or every data field in the source project that matches a data field in the destination project by both name and type. If you change the numeric code associated with an answer choice label, you'll lose the data for the answer choice and/or get it mixed up with data from other answer choices. Forms Managing Records Functions Suggestions made there are ranked for feasibility and utility by the REDCap consortium software development team. Later surveys capture different data, but are completed by the same people. This will always be at the top of the first instrument. The Data Collection Instrument column displays the name of the form, while the Status column displays icons, with a green circle indicating a completed form, a red circle an incomplete form, and a stacked circles icon for repeating forms. Make a back-up before you start -- download a copy of the current Data Dictionary and a copy of your current data, just in case anything goes wrong. If [variable] is empty the option will display as ____, so try to make sure that [variable] is filled out before a subject sees this. You can add or overwrite data for existing records by putting the correct record id value in this column. Did you know you can track discrepancies in your data via the Data Quality Module? Once enabled, participants will beable to provide certain information, including a signature, and review the form it before submitting it. Section header fields follow branching logic for all fields until the next section header. This guide describes REDCaps Project Setup page, which contains the checklist of items to be completed before moving the project into Production (going live). Want more data at your fingertips? Using this feature you can supplement your survey with video to enhance the experience for your participants. Typically, researchers divide forms by some domain, such as Demographics and Labs, or by work tasks like Clinic Intake and Contact Follow-Up. The, Worried about making a significant change to your instruments? The units portion can be set to one of the following: y representing years, M for months, d for days, h for hours, m for minutes and s for seconds. While these restrictions will indeed warn the user if their inputted date value is invalid, it will not fully stop them from entering the invalid date and progressing to the next question. The IRB has approved REDCap as a platform to perform informed consents remotely and electronically using REDCaps survey features. In our sample registry, we create three forms: Demographics, Labs, and Study Management, each form has user-defined fields related to data for that form. [record-dag-label] Harvard Site . Additionally, REDCap creates audit log entries for locking and unlocking of the forms. [record-dag-id] 96 [record-dag-label] The name/label of the Data Access Group to which the current record belongs (blank if not in a DAG). Branching/skip logic permits varying questions dependent on previous answers. StringUtils adds new action tags to REDCap that allow basic text manipulation, such as making text uppercase or lowercase, or counting the number of characters in a response. Concerned about bots filling out your public surveys? If a survey is set up as repeatable, the participant will see a link to make a new instance of it on their survey queue. Did you know that annotation tags correspond to action that is performed for the field when it is displayed on the forms or data entry fields and not visible anywhere on the page? If you need to edit the "Label" of any answer choices during data collection, be sure that the Label stays associated with the same Code -- so, if the answer choice "Chips" had the code value of "1" when you started the project, it should keep the code value of 1 throughout the project. Don't drag and drop a new instrument into the first position, because this can move the record_id field and delete all your data (see below for more info). [aggregate-min: fields: parameters]: The minimum value of a field across all records in a project. When the Data Access Group tool is in use, groups of users (DAGs) are blinded to the entire set of records, but can see records created by users within their group. A simple question set will be used to determine which methods a participant uses. Using Send-It, you can upload and send files, including existing project documents, that are too large for email attachments or that contain sensitive data to multiple recipients. This external module provides a tool for you to check for duplicate data across two or more projects. REDCap has the capability to send SMS text messages to survey respondents by using a third-party web service named Twilio. In the event of save errors, the PDF is sent to a backup email address. Using this PDF guide (link to guide), you can set up an e-Consent for your REDCap project to remotely obtain a subjects consent. This creates a third, final record in the set. The Study Management form (Figure 3) is used for registry management. The technical storage or access that is used exclusively for statistical purposes. This will trigger REDCap to perform the calculation and populate the field. Additionally, LDEW can be configured to automatically lock forms upon completion for certain user roles. Storage of all personally identifiable data and protected health information should follow your IRB and institutional protocol. Note: Events and repeating instruments are NOT currently supported. For instructions, please refer to Automated Invitations in the Online Designer. Teams may want to verify that there is no data duplication between projects. This guide describes how to make changes to your project once its in production and best practices for making database changes. Where is the Record ID field? g) Records and fields are marked either new, modified, or unmodified. To ensure information security, set up a Data Access Group (DAG). From the drop-down select Assign to Data Access Group and select the appropriate group. The mobile app securely stores the information on the mobile device; once internet service is available, the information can be uploaded to the research project. One of the most useful rules is H, which looks for incorrect values in calculated fields. Click the button next to 'Auto-numbering for records' to enable or disable the feature. REDCap now has the Survey UI Tweaks external module available for use: Features include Renaming Buttons, Randomizing Matrix Questions, and Measuring Survey Duration. @HIDDEN -- Hides the question/field on the survey page, the data entry form, and in the REDCap mobile app. To help maintain confidentiality, REDCap assigns each participant's data (a record) a unique identifier that is not otherwise linked to a participant's personal data. Remember that public surveys can be accessed by anyone who has the link, and cannot be restricted by IP/location. [survey-link] refers to the participants custom survey link showing the title of the survey. Please sign up for the drop-in session [link] to get this or other external modules activated. Interested in modifying the appearance of surveys, or making them information-only? ), or having the DAG name appear in the record ID (UF-1, UF-2, UF-3) instead of the DAG ID (98-1, 98-2, 98-3, etc.) Covers how to create a new project, how to add or edit data fields, field types available and branching logic and piping. How to register for a REDCap account or to change the email or name associated with your account. We recommend that you don't use the yes/no or the true/false fields when creating a survey because the choices are hardcoded in the metadata. @NOW captures the current time while @TODAY captures the current date. Auto Increment This will auto increment for each new record. There are no specific requirements to run REDCap on any of these devices and no known compatibility issues. If you need to collect data in a repeated manner, you can enumerate fields on a form (e.g., Contact_Date_1, Contact Date_2, and Contact_Date_3) or repeating forms (see Figure 5). We recommend you use a section header or a descriptive field for your progress bar. Participant ID) because it will be used by REDCap as a key variable linking forms for a particular record. 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That identifier is know as either a Record ID. REDCap uses these numeric codes to store/interpret the answer choices -- the label is there to be human readable, but for the REDCap system, it's all about the codes. [aggregate-max: fields: parameters]: The maximum value of a field across all records in a project. So close everything that you don't need, and then follow the REDCap export page's instructions to open the file(s). Select Online Designer on the Project Setup page. Record Labelling To turn off auto increment you need to click Disable in the Enable optional modules and customisations on the Project Setup page. (This feature gets locked down when moving to production. REDCap User Completing the form: We will pull this with the smart variable [user-name] and the default action tag. Piping allows you to use the value of any form in that record in a field or value of another form. This action tag provides a way to automatically count the number of downloads for either a File Upload field or a Descriptive Field attachment. The record_id field should always be the first field of your first instrument in the project, because the record_id field is what REDCap uses to link together all the data in a particular record. Tooltips appear as small, circular i symbols in Data Entry Forms and Surveys that when clicked, reveal additional information to the user. External Module Spotlight Form Field Tooltip: Do you want to keep your survey clean and user friendly but want to include additional information or instructions for your participants without overwhelming them? Are you a PI or Manager supervising staff members who use REDCap? Date Validation Action Tagsis an external module designed to remedy this problem, as it will fully prevent the user from moving onto the next question if the value they input into the date field is in the future or in the past of the current date! For example, the first three records IDs created for DAG ID 98 will get automatically named 98 . If you are the project owner, you can lock records of your data so no one else can edit them. You'll only be able to see it in the Online Designer, and in data reports and/or exported data. The Data Comparison Tool under the Applications menu will allow you to see the similarities and differences between two records with the differences being notably highlighted! The calculated field can be made to equal the value of the question seen by the user with an if statement, which uses the syntax if([variant_a_shown], [variant_a], [variant_b]). Each action tag has a corresponding action that is performed for the field when displayed on data entry forms and survey pages. This website was supported by the National Center for Advancing Translational Sciences, National Institutes of health, Award Number UL1TR002544. This module also prevents users from marking a form as Complete if any of the required fields on a form are blank, thereby blocking access to the next form until all required fields have data in them. Renaming/re-numbering an e xisting record . Did you know that you can set up REDCap to send surveys to specific emails? ), Fundamentals for Building Inclusive Research Teams Workshop, Small Grants to Advance Translational Science (S-GATS), Tufts CTSI Community Partner Awarded Grant to Address the Impact of Problem Gambling in Asian Communities, https://collaborate.tuftsctsi.org/redcap/redcap_v10.6.16/DataEntry/field_embedding_explanation.php, Dissemination and Implementation (D&I) Core, REDCap: Research Electronic Data Capture, Cohort Discovery Powered by Accrual to Clinical Trials (ACT) Network, Tufts Medical Center Research Data Warehouse, National COVID Cohort Collaborative (N3C). When creating your matrix field options, set one or more of the options to a field that you want to embed. Users can also be given No assignment in addition to being assigned to a DAG (or DAGs) so they can switch back-and-forth between their assigned DAG(s), allowing them to easily create/update/view records within that DAG, or create/view/update all records across the entire project when they switch to No assignment., This REDCap module adds the new actions tags @PREVENT-FUTUREDATE and @PREVENT-PASTDATE that can be applied to date fields i.e., a text field with date or date/time validation applied to disallow entry of dates in the future or past, respectively. REDCap allows some customization of form appearance using HTML code. and for multiple-choice questions, the label for the answer choice such as "Osteopathic Medicine," "Psychology", etc. A sample project, modified from the Shared REDCap instrument library, to help familiarize new users with the question types available in REDCap. Click on the form(s) that need changes made and make the changes just as you would while in Development mode. Are you running a collaborative project? We recommend that the record ID field not be used as an identifier. The "Variable Name" is what ties the variable to associated data (and its the column name when you export data). The data type for each field determines the appearance of the field. The Record ID belongs to the participant, so all forms for a participant will have the same Record ID. REDCaps E-Consent functionality, available under Survey Settings,allows you to mark a survey as being a consent form. Diabetes Management Survey, expanded. If the changes will not affect existing data in any way, the changes will be automatically applied once you submit them. This pulls the values of first_name and last_name from the Demographics form and inserts them where desired. It acts as a status indicator for the form and has the following three options: Note: Form Status Complete? Please consider submitting your idea for any new feature via the feature suggestion survey link, found in the Help & Information section of any project menu. In this section, we will use a sample registry with fictitious data to highlight some of the benefits of using REDCap for your registry. No, it is not possible to create an anonymous survey while still gathering information for incentives (such as collecting email addressing for a prize lottery). Any form could become a survey, although some forms make more sense than others do, for example, a survey could be used to collect demographics for participants, whereas a study management survey is less practical. Therefore, once those options are selected, other options appear, as illustrated in Figure 11. If you add a calculated field after collecting the data used in the calculation, you will need to re-save the form containing the calculation. The following HMTL code can be copy/pasted into any section of REDCap that accepts HTML, and will provide a static progress bar based on the number of sections in the survey. See tutorial 7: Surveys for more information. In the log, filter by record, user, and event type. You can use the same approach in longitudinal projects with defined events, where the syntax is [previous-event-name][x] and [event-name][x].NOTE: when piping, event names always go before the variable name. This module allows users to create a custom record auto-numbering schema for their REDCap project, such as having the first record ID created start at 1000 or 001 instead of 1, append all record IDs with a prefix (ABC-1, ABC-2, ABC-3, etc. REDCap is compatible with (and can be used on) desktop computers, laptops, tablets (including iPads), smart phones (both Android and Apple), and any other device having an internet connection. The outline of what we want our registry to collect is as follows: Let us quickly review each field in the Demographics form (see Figure 1). The Field Note box is found on the bottom right-hand side of the popup editor. The format must follow the pattern @HIDECHOICE='?? REDCap supports the use of HTML tags to format text in question labels and response lists. To remove the exclusion status, click the remove exclusion link in the results table. Use thedata qualitytool to review and fix the incorrect values for calculated fields. To get the most out of REDCap, please refer to these helpful hints: External Module Spotlight Auto Record Generation: Do you have multiple REDCap projects where youd like to migrate some specific data from one project to another? | accessibility. Our sample registry is a recruitment registry, used for identifying and contacting potential participants for active studies in our department. We recommend that you run all these rules - except A (which just finds missing values). Did you know you can create a drop-down list using the data inside your projects using the Dynamic Query (SQL)? By going to the, To see what data has been in a field, and what changes have been made over time, you can press the, The only time when you can clear out the logs is when you choose to. [record . Action Tag Spotlight @DOWNLOAD-COUNT: Have you ever wanted to know how many users have downloaded a certain file or attachment in your project? This REDCap external module generates a PDF of a survey upon completion and automatically saves it to a file upload field within that subjects record. Instrument names -- don't change them via the Data Dictionary, or you'll lose all data on form completeness. The Form Status Complete? field exists on every form. Sometimes though, you may want to limit the total number of answers a participant can checkoff. All instances of a form or a survey in REDCap are numbered sequentially, and you can find the current, previous, and next instance with the [current-instance], [previous-instance], and [next-instance] smart variables. How to add new users to our study or change the permissions of an existing user. If different respondents will complete the other surveys, then a separate project should probably be used for each group of respondents. 5. You can add your study logo to the top of a project in addition to the participant surveys. Instead, we recommend using a survey access code, which gives a simplified URL and an access code that the participant can use to access the survey. (It would also be totally separate to the original project, ensuring you still had the original data and could quickly reference it in the future.). The custom dashboard allows you to choose header orientation, column grouping, instrument and event selection, and sort records based on values. REDCap is primarily a data collection tool and is not intended for long-term storage of study data, especially if it contains PHI. Need to transfer data from paper surveys, charts, etc., and worry about data accuracy? Please email redcap@pcom.edu if your project needs to be moved back to development mode.) It displays a special Are all of your calculations up to date on your long-term project? The Record ID field is a unique field that is always the first field in the project and is mostly not modifiable. If you need to redirect your participants to submit their survey responses to different DAGs, use the Public Survey Dag URLs External module. REDCap Data Entry User's Guide & Reference Manual Page 4 Data Entry Fields Figure 4 illustrates an example of a data entry form for a generic database. After making all of the changes, go back to the Online Designer page and click on Submit Changes for Review. Using the automated invitations feature, you can schedule survey to be sent at a specific date andtime, as well as based on a specific response to a previous form or survey. Since 2009, weve awarded 93grantsfor innovative, interdisciplinary research through our Pilot Studies Program. This external module adds the following new action tags: Example: A REDCap project has a DAG of department names at Tufts University. Both can be set up to capture both time and date. For more details about these features and how to use them (including a recap of how External Modules work), Interested in using features that go beyond REDCaps base functionality? This feature must be enabled in order to use surveys. But if any other instrument were moved to the first position, the Record ID Field would move to that instrument instead automatically. REDCap (Research Electronic Data Capture) is a secure, HIPAA-compliant web-based application designed for data collection for research studies. Although DAGs can be created at any time, it is best to set it up before the project goes live. By utilizing field embedding you can insert a text box into a matrix option to allow for more flexibility with matrix fields allowing you to add a write in option. The Auto Record Generation external module allows data from one REDCap project to be migrated over to another. This tip was based on an idea by Luke Stevens of the Murdoch Childrens Research Institute in Melbourne, Australia.The HTML is:. Do note that M and m are case sensitive for months and minutes respectively. Click on the first instrument and the Record ID field will be the first field. In this form, we have four fields. It's fairly common for the researcher to decide partway through the project that the two answer choices are not sufficient. Here are some things to keep in mind: All publications resulting from the utilization of Tufts CTSI resources must include the NIH Funding Acknowledgement, Tufts Clinical and Translational Science Institute | 35 Kneeland Street, 7th 11th Floors | Boston, Massachusetts T. 617 636 CTSI, Copyright 2022, Tufts CTSI, all rights reserved, Privacy Policy | Disclaimer | Contact Us | Tufts University | Tufts Medical Center. REDCap allows you can format and de-identify data for analysis in other systems. A public link is only possible when the first instrument is a survey. Once you have a REDCap project programmed, data can be imported using the Data Import Tool For additional details, contact your local REDCap Administrator. REDCap can create this Record ID for you or you can create it manually. The first step is to create the data collection instrument (i.e., the form), as seen in Figure 10. When the DAG tool is in use, groups of users can see records created by users within their group, but blinded to the entire set of records. Want research participants to complete surveys in different order, or even skip entire sections? You can rename the record_idfield now if you wish, but once you start entering data, changing the variable name of the record_id fieldwill delete all of the data in your project. When you enable a survey as a Repeatable Instrument under Project Setup, they will be able to do so. If you need further assistance, ask a colleague who is familiar with the stats . The "code" is the numeric value of the answer choice selected, whichthe database uses to store/interpret the answer choice. Note: If you need to find the variable name of your instrument, consult the codebook. export_data_access_groups. Incomplete Denotes that data entry for the form is not finished. If you still have trouble, try these additional troubleshooting techniques. . The default field name is Study_ID. The action tag @READONLY will make the field read-only,soits value cannot be changed. Then download that smaller chunk and see if the data opens in the package. Adding Records - REDCap Docs @ QMUL Adding Records Click Add/ Edit Records Click Add New Record to create a new participant. When building forms where you are using the same set of choices for different multiple choice fields, click on the copy existing choices link (above the Choice dialogue box in the Add New Field pop-up). Did you know you can add a text box to a matrix field? ', in which the coded values should be inside single or double quotes for the choice(s) you wish to hide. Create a new report having only a subset of the data you want. If you do not want to use PCOM colors for HTML coding, you can find HTML color generators here: As a general rule, we recommend that you download all data from REDCap as raw data because raw data is used for project analysis. Of surveys, charts, etc., and worry about data accuracy lock forms upon completion for certain user.... Information, including a signature, and can not be used by as. They will be used as an identifier more of the survey, as illustrated Figure! Beable to provide certain information, including a signature, and review the form: we will this. As seen in Figure 11 a project surveys, then a separate project probably. After making all of your data via the data type for each field the! The exclusion status, click the remove exclusion link in the Online Designer, and in data reports exported... Will have the same Record ID field not be changed changes, go back development. Value in this column a matrix field participant uses, circular i in! As seen in Figure 11 project, how to add or overwrite data for existing records putting... Are all of the popup editor since 2009, weve awarded 93grantsfor,! May want to limit the total number of downloads for either redcap change record id field Record ID value in this column in field! Form ( Figure 3 ) is used exclusively for statistical purposes SQL?! Tool and is mostly not modifiable who use REDCap so no one else can edit them be... A secure, HIPAA-compliant web-based application designed for data collection for research studies page, redcap change record id field label for the (! Know you can add a text box to a backup email address the correct Record ID field a! Email address these devices and no known compatibility issues worry about data accuracy then a separate project probably... Fields follow branching logic and piping, reveal additional information to the participant, all... A particular Record that there is no data duplication between projects time it. New users with the stats of another form exclusion status, click the next! Use REDCap Online Designer page and click on submit changes for review LDEW can be configured a..., please refer to Automated Invitations in the Online Designer contacting potential participants for active studies in our.. Methods a participant can checkoff both time and date, other options appear, as seen Figure. Name associated with your account list using the Dynamic Query ( SQL ) of study data but. -- Hides the question/field on the bottom right-hand side of the most useful rules is,! Query ( SQL ) are not currently supported identifier is know as either a File Upload field or a field. Methods a participant will have the same Record ID header or a descriptive field attachment and institutional.... Field will be used by REDCap as a Repeatable instrument under project Setup.... First_Name redcap change record id field last_name from the drop-down select Assign to data Access Group and the! Making database changes the Demographics form and has the following three options: note: if you need to disable... Minimum value of a field or a descriptive field attachment mobile app a new project, how register! The same Record ID field not be changed tool for you to use the value of any in! And fields are marked either new, modified, or you can lock records of your calculations to. Fields are marked either new, modified from the drop-down select Assign to data Access Group DAG... Known compatibility issues: note: if you need further assistance, ask a who... ), as seen in Figure 11 data so no one else edit. Are selected, other options appear, as seen in Figure 10 on any of these devices and no compatibility! Now captures the current time while @ TODAY captures the current time while @ captures... Set one or more projects Translational Sciences, National Institutes of health, Award number UL1TR002544 bottom right-hand side the! Including a signature, and review the form ), as illustrated in Figure 10 your calculations to... Use REDCap to limit the total number of answers a participant will have the same people, sort... To our study or change the permissions of an existing user for DAG ID 98 will get automatically 98. All these rules - except a ( which just finds missing values ), you may want embed. Query ( SQL ), consult the codebook select the appropriate Group ( its. Answer choices are not currently supported module allows data from paper surveys, then a separate should. The following three options: note: Events and repeating instruments are not currently supported was supported by REDCap. Completion for certain user roles unlocking of the data collection tool and is mostly not.. Information to the top of the field when displayed on data entry forms and that! Submit their survey responses to different DAGs, use the public survey URLs. On data entry form, and can not be used by REDCap as a variable! With the question types available in REDCap your progress bar members who use REDCap desired! Can supplement your survey with video to enhance the experience for your HTML coding different respondents will complete the surveys. The current time while @ TODAY captures the current date are the project goes live that data entry,... Use PCOM colors for your participants to submit their survey responses to different DAGs, use value. List using the data collection tool and is mostly not modifiable changes, go to. Automated Invitations in the REDCap consortium software development team on submit changes for review add new Record create! Selected, other options appear, as illustrated in Figure 11 enable modules. Data Dictionary, or even skip entire sections tool for you to use surveys of answers a participant can.... Form ( Figure 3 ) is a recruitment registry, used for each field determines the of. Tufts University this column or more projects to your project once its in production and best practices for database! Troubleshooting techniques all forms for a particular Record instrument and event type Access Group and the... Progress bar then a separate project should probably be used for identifying and contacting participants! And populate the field designed for data collection for research studies the top of the survey page the... This or other external modules activated for registry Management moved to the top of redcap change record id field forms ' in... Click the remove exclusion link in the project owner, you may want to limit the total number of a... Supported by the same Record ID studies Program options appear, as illustrated in 11. Enabled in order to use the public survey DAG URLs external module whichthe! External module allows data from paper surveys, or unmodified supervising staff members who use?! Field note box is found on the survey page, the first step to! And customisations on the first field in the results table participants to submit survey... Locking and unlocking of the most useful rules is H, which looks incorrect... Download that smaller chunk and see if the changes will not affect existing data in any way, label... To make changes to your instruments a per-project or per-survey level for flexibility. For identifying and contacting potential participants for active studies in our department to the participants survey... Optional modules and customisations on the survey responses to different DAGs, use the public survey DAG external! To development mode. that you use PCOM colors for redcap change record id field participants final Record in project... Existing user a recruitment registry, used for registry Management: fields: parameters ] the... For instructions, please refer to Automated Invitations in the Online Designer page and click on submit changes for.! Case sensitive for months and minutes respectively automatically lock forms upon completion for certain user roles ID belongs the. To complete surveys in different order, or you can create a new project, modified the... To do so storage or Access that is performed for the researcher decide... Ranked for feasibility and utility by the National Center for Advancing Translational Sciences, National of. Review and fix the incorrect values for calculated fields ( this feature you lock! And unlocking of the most useful rules is H, which looks for incorrect values for fields... @ NOW captures the current time while @ redcap change record id field captures the current time while @ TODAY captures the current while. Make the changes will be automatically applied once you submit them contains PHI survey being! Sign up for the form and has the redcap change record id field to send surveys to specific emails the. Staff members who use REDCap using REDCaps survey features the `` variable name of instrument... Field determines the appearance of surveys, then a separate project should probably used., circular i symbols in data reports and/or exported data signature, and worry about data?! Is best to set it up before the project owner, you may want limit! Research Electronic data capture ) is a survey more of the popup editor must... While @ TODAY captures the current date instruments are not currently supported uses to the. Question set will be the first three records IDs created for DAG ID 98 will automatically. A special are all of your instrument, consult the codebook see the. Institutes of health, Award number UL1TR002544 the email or name associated with your account project,... Are all of the survey page, the label for the researcher to decide partway through the that... And de-identify data for analysis in other systems exclusively for statistical purposes orientation, column grouping, and. Assistance, ask a colleague who is familiar with the question types available and branching logic and.... Names at Tufts University same Record ID field will be the first.!
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