This guide describes all of the features found in the Optional Modules and Customizations header under the Project Setup page, such as repeatable instruments and events, auto-numbering for records, the randomization module, designating an email field to use for survey invitations and setting a custom record label.
Action Tags provide a way to customize the data entry experience for surveys and forms. They are special terms that begin with the ‘@’ sign that can be placed inside a field’s Field Annotation box when adding or editing a field. Each action tag has a corresponding action that is performed for the field when displayed on data entry forms and survey pages.
Data Entry and Surveys
This application may be used for storing and retrieving project files and documents, such as a blank copy of your consent forms or data entry guides. You may upload files here to save for retrieval later or download previously uploaded files. After a data export, the resulting data and syntax files are stored here also.
This REDCap external module forces a linear data entry workflow across REDCap forms and events by removing access to any form which does not immediately follow the last completed form. 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. Additionally, LDEW can be configured to automatically lock forms upon completion for certain user roles.
This REDCap external module functions as branching/skip logic for entire REDCap forms and surveys. It provides a means for hiding or displaying entire forms/surveys based upon one or more control fields or conditions. FRSL hides unneeded forms for a specific record on the list of Data Collection Instruments due at each event, and grays out the colored buttons for the unneeded forms on the Record Status Dashboard and the Record Home Page.
This REDCap external module generates a PDF of a survey upon completion and automatically saves it to a file upload field within that subject’s record. It is configured at the project level with source instrument (survey) / target field (file upload) pairs. In the event of save errors, the PDF is sent to a backup email address. This module is especially helpful for those using eConsenting in REDCap.