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Children's Healthcare of Atlanta

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REDCap Tip Sheets

NEW PROJECT MORATORIUM
To help prepare for audits in early 2025, REDCap will undergo a New Project Moratorium and suspend the creation of new projects beginning Monday, November 11th, through Monday, January 6th, 2025. During this time, the REDCap team will continue to process REDCap support requests and change controls, such as approving changes and moving projects to Production. REDCap training will continue during this time.
Basic REDCap Training Dates and Times
Training classes cover basic REDCap skills needed to create a project and use basic features of the REDCap system. Classes are held each month and all trainings are 9:00am to 1:00pm and held in the Conference Center at Support 1, 1575 Northeast Exp. NE

Friday, December 12th: Conference Room, A143 (FULL)
Friday, January 17th: Conference Room, A144
Friday, February 25th: Conference Room, A144

 Click HERE to sign up for a Training Class!

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REDCap Training Videos

Just Getting Started?
Explore these overviews of fundamental concepts and features.

Title Description Watch
Video
Brief Overview A quick summary of what REDCap is and what it can do.
7 minutes
Full Project Build This video provides a detailed overview of building a REDCap project and many of the features that are often involved in that.
75 minutes
Detailed Overview This video provides an overview of basic functions and features within a REDCap project. It will serve as a starting point for learning about the basic concepts of REDCap, what REDCap projects are, how to create them, and how to use them.
14 minutes
Data Entry Overview A focused exploration of basic data entry workflow. Suitable for training data entry staff.
19 minutes

Building a Project
Learn how to build and modify data collection instruments.

Title Description Watch
Video
Introduction to Instrument Development An introduction to the Online Designer and Data Dictionary methods of instrument development.
6 minutes
Online Designer This online tool is the quickest and most intuitive method for making instrument modifications.
5 minutes
Data Dictionary The Data Dictionary is your project structure in a downloadable spreadsheet file. The spreadsheet can be modified and uploaded into REDCap to make instrument modifications. To see an example, download the Data Dictionary demonstration file.
10 minutes
Project Field Types An illustration of some popular field types.
4 minutes

Basic Features & Modules

Project Type Description Watch
Video
Applications Overview A brief exploration of four popular built-in features for project or data management: 1) User Rights, 2) Data Import Tool, 3) Data Exports, Reports, and Stats page, and 4) Alerts & Notifications.
16 minutes
The Calendar This tool organizes your study by tracking upcoming milestones and events.
7 minutes
Scheduling Module This is an optional feature in longitudinal projects. The tool generates record-specific schedules based on a series of events or timepoints. Used with the calendar module, this tool greatly streamlines longitudinal data entry.
7 minutes
Data Access Groups
for multi-site projects 		The Data Access Groups feature assigns users to groups. Any user in a Data Access Group may only access their group's records. Each group is blinded to all other data/records. Users not in a group can access all data across all groups. This feature is especially useful for multi-site projects because each data collection site must usually be restricted from viewing other sites' records.
7 minutes

Types of REDCap Projects
There are several flavors of REDCap projects to choose from as you begin thinking about building your own project. Each type of project has its advantages and disadvantages, and may fit the specific needs better of one type of project over another. Please review the different types below, and you may even view a live example of each project type in action or view a short video about it.

Project Type Description Watch
Video
Types of Projects This video describes two major decisions that must be made when building a REDCap project. It also briefly illustrates how these decisions affect which type of project is used.
3 minutes
Traditional Project
(classic model with data entry forms)
 The traditional project is used for basic data collection. All data is entered directly in REDCap by users who log in. Multiple data collection instruments are often defined. This project type is suitable for most data collection needs. It can capture longitudinal data, including adverse event reporting or other collection that does not have a pre-defined schedule or end-point.
3 minutes
Single Survey Project The Survey module allows a REDCap instrument to be completed by survey respondents who do not log in. Data can also still be entered by REDCap users (who do log in). This video explores all the major features of the survey module, including survey distribution. A single survey project has only one data collection instrument, which is used as a survey.
5 minutes
Longitudinal Project
(multi-use data entry forms,
abstract time-points)
 The Longitudinal module allows any data collection instrument(s) to be completed multiple times for each record. The same data may be captured repeatedly. The module uses an event grid to define clear timepoints used for data collection. The longitudinal module is best suited to very structured studies which do NOT last indefinitely. Clinical trials frequently use this project type.
3 minutes
Longitudinal Project
+ Scheduling
(multi-use data entry forms,
defined time points)
 This project type uses two modules. The Longitudinal module allows any data collection instrument(s) to be completed multiple times for each record. The Scheduling module adds record-specific schedules onto a study calendar, using the longitudinal event grid. Schedules can be generated and modified. The longitudinal module is best suited to very structured studies which do NOT last indefinitely. So this project type is useful for large, multi-site clinical trials needing a quick and easy way to schedule patient visits.
3 minutes
Operations
(use case for non-study/non-trial)
 REDCap can be used for almost any type of data collection. The most common uses are clinical research and trials. However, REDCap is also suitable for administrative and educational data, workflow tracking, quality improvement, biobanking, registries, and non-human research. This example explores a traditional project type being used to capture and track operational bookkeeping information.
2 minutes

Special Features within REDCap Projects
Every REDCap project is capable of utilizing special features, some of which can be enabled by normal users and some by REDCap administrators. Below is a listing of these features.

Feature Description Watch
Video
Defining Events in Longitudinal Projects Defining events is a requirement of the Longitudinal module. That module allows any data collection instrument(s) to be completed multiple times for each record. The module uses an event grid to define the timepoints used for data collection. This video illustrates how to define the timepoints (also called events).
5 minutes
Designating Instruments for Events in Longitudinal Projects Designating instruments is an optional step of the Longitudinal module. That module allows any data collection instrument(s) to be completed multiple times for each record. The module uses an event grid to define the timepoints used for data collection. This video illustrates how to designate which instruments are completed at each timepoint.
3 minutes
Repeating instruments and events In-depth overview of how to set up and utilize the Repeating Instruments and Repeating Events functionality in both classic and longitudinal projects.
33 minutes
REDCap Mobile App The REDCap Mobile App is an app that can be downloaded onto a tablet or mobile device to allow REDCap data to be collected locally on that device without the need for an internet connection (either wifi or cellular signal). If a user downloads the app, they must explicitly be given mobile app privileges in a given REDCap project in order to set up the project on the app. Once a project has been set up on the app, data can be collected in an offline fashion and then later synced back to the REDCap server.
2 minutes
Locking Records The locking feature freezes data. Users can still view existing data, but they cannot modify it unless they have the needed User Rights permissions. This video illustrates the basics of how instruments are locked. Refer to the built-in help resources and locking applications for more detailed instructions about locking management.
2 minutes
Data Resolution Workflow This advanced tool enables a powerful data query management system.
5 minutes
Project Dashboards An overview of how to use Project Dashboards, with some examples utilizing Smart Charts, Functions, and Tables.
23 minutes
Smart Charts, Functions, and Tables An overview of how to use a new category of Smart Variables called Smart Charts, Smart Functions, and Smart Tables.
14 minutes
Multi-Language Management How to utilize the Multi-Language Management feature that allows users to display data entry forms, surveys, alerts, and several more items in multiple languages.
9 minutes