REDCap User Guides
From guidance on how to register for a REDCap account to more comprehensive guides on how to navigate the platform to meet your research needs, this page contains information for all stages of the REDCap project management process.
Getting Started
Creating a REDCap Account (UF-affiliated users)
How to register for a REDCap account or to change the email or name associated with your account.
Making Changes to a Project in Production
This guide describes how to make changes to your project once it’s in production and best practices for making database changes.
Project Creation User Guide
Covers how to create a new project, how to add or edit data fields, field types available and branching logic and piping.
User Rights (adding UF/UF Health users to a project)
This guide explains what each user right is, how to create roles, how to add users to a project, and how to remove users from a role or a project.
Updating Project Ownership, PI Info and IRB #
It may be necessary to update the PI Name, IRB Number or Project Ownership information due to staff changes. This guide describes how to update the Project Owner, PI information and IRB Number in REDCap.
Requesting REDCap accounts for external users
(if you don’t want to get external users GatorLink accounts), CTS-IT will create a table-based (external) accounts for any non-UF user who is sponsored by a UF-affiliated REDCap user. CTS-IT will charge $32.50 for this service and $32.50 every 6 months thereafter.
Table-based accounts are for users who are not affiliated with the University of Florida. If the user has Gatorlink credentials or a UF-affiliation, they do not need a table-based account
Building Guides
Using Branching Logic
This guides describes how to format and apply branching logic, also known as skip logic, to questions using the Online Designer method to build a database in REDCap.
Using Calculated Fields
This guide describes how to create and format calculated fields, such as BMI, using height and weight fields and a subject’s age using two date fields.
Repeating Instruments and Events
REDCap has the ability to repeat a data collection instrument or an entire event of instruments an unlimited number of times without having to specify the amount needed.
Setting up e-consents in your REDCap project
The IRB has approved REDCap as a platform to perform informed consents remotely and electronically using REDCap’s survey features. Using this PDF guide (link to guide), you can set up an e-Consent for your REDCap project to remotely obtain a subject’s consent.
Project Deletion, Exporting Data & Files and Saving REDCap Projects for Future Use
Before you delete your REDCap project, you should, at a minimum, download the project’s data. This guide goes over exporting data, downloading files contained in File Upload fields, downloading Informed Consent PDFs, downloading the project’s XML file (used to recreate an exact copy of the project at other institutions of at UF) and how to delete a project.
Modules Help
Creating a Customized Report
This guide describes how to create a customized data report in REDCap.
Data Exports
This guide describes how to export your project’s data from REDCap into Excel or a statistical package, such as SPSS or SAS.
Custom Record Auto-Numbering
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.), 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.) when utilizing DAGs in a project.
Detecting and Preventing BOT and Fraudulent Survey Responses
The goal of this document is to educate PI’s and study teams on the risks associated with using Public Survey Links and to promote best practices for mitigating those risks.
Add-ons
Mosio SMS Services
REDCap has the capability to send SMS text messages for surveys and for Alerts & Notifications by using a third-party web service named Mosio (www.mosio.com). In this way, you could invite a participant to take a survey by sending them an SMS message, in which the data would be collected in REDCap directly from their phone without having to check their email account.
REDCap-EPIC integration (“Clinical Data Pull”) Setup Guide
The REDCap-Epic integration (a.k.a. “Clinical Data Interoperability Services” CDIS) is designed to reduce the burden of manual extraction from the Epic electronic health record (EHR) by providing an automated method to pull information from the EHR and populate REDCap. The Epic-REDCap integration (Clinical Data Interoperability Services; CDIS) can pull selected information (structured data) from the EHR into a REDCap project.
nedCAPTCHA
This REDCap module protects a public survey with a CAPTCHA. This option will allow users to add protection to their public survey using Google’s CAPTCHA functionality, which can prevent bots from entering trash data into a public survey.