How To REDCap
  • Branching logic is used when you need to hide a question for some responses. In the example below, the first question asks to choose an age range from one of four options. Suppose we want to ask a follow up question, but only for patients who were minors. Branching logic to the rescue!

    The first step is to design all of the questions/fields that need to be asked, regardless of whether they will be hidden or not. In our example, the patient age range is the first question. We’ll then add the second question, “Was patient’s parent/guardian notified?”

    Branching Logic

    Once both questions are in place, we can add branching logic to the 2nd question, since that is the one we want to hide based on the previous answer. In other words, no branching logic is needed on the first question because we want it to appear for everyone. We only need branching logic on “Was patient’s parent/guardian notified?”, which should only appear when the first option in the question above is chosen.

    Using the Drag-N-Drop Builder is the simplest way to build out your branching logic if you are new to REDCAP. Click the green arrow (circled above). Then drag your option choice to the right.

    Branching Logic 2

    For more detailed information on branching logic, including more examples and complex logic, please refer to the Download the Branching Logic “How To” PDF.

  • Branching Logic in REDCap allows you to hide certain fields/questions depending on specific logic. This guide, complete with examples, describes how to set up Branching Logic in your project.

    Download the Branching Logic – In Depth “How To” PDF.

  • The Data Dictionary in REDCap allows you to edit the questions in your project in Excel and then upload to REDCap. Everything you can do in the Online Designer, you can also do in the Data Dictionary. While it has a steeper learning curve, once you get used to it, you will be able to create forms much quicker using the data dictionary.

    Remember to download the Example Data Dictionary to follow along with the tutorial below!

    Click here to download the Data Dictionary “How To” PDF
    .

  • Before you can set up surveys in your project, obtain a web link or send out survey invitations, you have to enable your project to support surveys and designate which forms in your project you want to act as surveys. To do this:

    1. Log in to redcap and open your project.
    2. From your project “Home Page”, use the tabs at the top to navigate to “Project Setup”.

        Steps 2 and 4
    3. Under “Main project settings”, the first option allows you to enable surveys in a project. NOTE: This feature is only available to users when the project is in DEVELOPMENT. Once in production, a REDCap Admin will have to enable surveys in a project.
    4. Once you have enabled your project to support surveys, you will need to tell REDCap which specific forms in your project you want to treat as a survey.  REDCap does not require you to make an entire project a survey-you can enable surveys on a form by form basis.
    5. To enable individual forms as surveys, navigate to the “Online Designer” through the “Project Setup” page. Click “Enable.
    6. Clicking on the “Enable” button will open a tab where you can set up your survey. Among other things, this tab contains fields that will allow you to change your survey title and the text participants see when they finish your survey, change how your survey looks by changing the theme or adding a logo, redirect participants to a URL upon completion and/or limit how long your survey is active.
    7. After you have gone through this page and adjusted your options, hit “Save Changes” to save your survey settings and enable your form as a survey. It is always possible to go back later and edit your survey’s settings through the Online Designer page as well.


      Step 6.

    Obtaining your survey Link

    Now that you have enabled both your project and at least one form to support surveys, you will be able to set up participant lists, obtain a URL (aka web link), and manage survey participation.

    1. Click on Manage Survey Participants. This is a new section that appears after at least one form in your project has been enabled for survey use.
    2. On this page you can Click on “Open Public Survey Link” to see your survey just as your participants will see it. We recommend entering data to make sure your survey is working the way you expect it to. When you move to production, REDCap will ask you if you wish to keep or erase your test data.
    3. This is also where you can obtain your survey URL. It will not change at any point once it is created.



  • REDCap users can compile a list of participants, send invitations, track who has responded, and view a log of all invitations that have been sent. This guide, complete with screenshots, describes how to set up Survey Invitations in your project.

    Click here to download the Survey Invitations “How To” PDF.

  • REDCap allows you to run reports on your data collection forms or survey instruments to quickly view fields and records depending on criteria you specify. This tutorial shows you how to always show the most recent 7 days of data for a report. This could easily be adjusted for any time frame.

    Click here to download the Weekly Survey Reporting “How To” PDF.

  • You can set up your survey invitations to be sent automatically by using Automated Invitations. Instead of adding your survey participants through the Participant List, the automated invitations can be scheduled to be sent automatically based upon specific conditions. This guide, complete with screenshots, describes how to set up Automated Survey Invitations in your project.

    Click here to download the Automated Survey Invitations “How To” PDF.

  • The survey queue displays a list of all of your surveys to a participant on one page. The queue acts as a to-do list and lets the participant know which surveys have been completed and which are left to take. This guide, complete with screenshots, describes how to set up Survey Queues in your project.

    Click here to download the Survey Queue “How To” PDF.

  • You may enable a Survey Login page on one or more surveys that will force your survey respondents to authenticate (log in) on your surveys before they are allowed to view and complete the survey. This guide, complete with screenshots, describes how to set up Survey Logins in your project.

    Click here to download the Survey Logins “How To” PDF.

  • The primary purpose of the REDCap Mobile App is offline data collection. It is NOT intended to be used by participants in order to take a survey. Your project must fit one of the following scenarios:

    • It is a project that needs data collected when there is no internet access available.
    • It is a project that needs data collected when there is sporadic internet access.

    If either of the above are true, the REDCap Mobile App is for you! This guide, complete with screenshots, describes how to set up the REDCap Mobile App in your project.

    Click here to download the REDCap Mobile App “How To” PDF.

    Click here to download the REDCap Mobile App Full User Guide PDF.