Table of Contents
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Introduction
Welcome to REDCap 101!
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This page is your friend! Here, you can find a chronological order of things that you need to enable and/or customize while creating your REDCap project.
Go over Additionally, the navigation pane in left, line by line. Depending on user rights some of these will be hidden.
Important ones:
Project Setup
Designer
Dictionary
Codebook
Record Status Dashboard
Add / Edit Records
Data Exports
Data Imports
User Rights / DAGs
Surveys if enabled
Alerts & Notifications if needed
Project Setup screen
This is your friend! Chronological order of things that you need to enable and/or customize while creating your REDCap project.
Creating an Instrument
Go into Online Designeron the left is where you will find most of the features that you will be using on a daily basis. Some of these may be hidden for you depending on your user account rights. Below is a short introduction to each section shown here. Some of the links will be explored in greater depth in alter sections of this training.
Project Home and Design
If you are designing and creating your REDCap project, you will be spending most of your time in the links shown in this section.
Data Collection
This is the section that houses links to the pages that let you enter and collect data within REDCap.
Applications
REDCap comes with many features that help with data collection, data managements, and study management. Many of these can be found in this section.
Reports
If you create custom data reports from the "Data Exports, Reports, and Stats" link in the Applications section above, they will become accessible here.
External Modules
Sometimes, core REDCap functionality is not enough for your project. External Modules are extensions to REDCap developed by the community, available for use within your projects, if needed. If you have any External Modules enabled for your project, they will be shown here.
Help & Information
Links here will quickly take you to the FAQ and training videos that were shown earlier.
REDCap help within the application
You may have noticed that there are many buttons and links within the Project Setup page that take you to helpful videos or articles about certain features within REDCap.
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The REDCap application has many of these links available at various points in the application. These are designed by the Vanderbilt team to make using REDCap as stress-free as possible. Click around when in doubt- you may find a resource that will help when you are stuck!
Instrument Design
Once your REDCap project is created, you will be configuring your project and creating instruments to use during data collection. As REDCap is very customizable and can be used for various use cases, we will only touch on the basics of configuring a REDCap project here. If you have certain use cases that require a more in depth explanation, we have a whole range of knowledge artlces that can be of help.
Online Designer
You will most likely be spending the majority of your time within the Online Designer when creating instruments for your REDCap project. The Online Designer is a graphical instrument design interface that allows you to create data collection instruments very quickly. This can be accessed either from the left hand navigation panel, or from the Project Setup page.
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When you enter the Online Designer, you will be greeted with a list of instruments that are configured for your project. In this page, you can create an instrument from scratch, upload a ZIP file of an instrument that has already been configured, or search within the REDCap Shared Library to find an instrument that has already been created by a fellow REDCap community user. you will also be able to copy, delete, download, and rename instruments when you select the "Choose action" button.
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There are other buttons visible here, but we'll get to that later.
Creating an Instrument
For now, select the first instrument that is in the list of instruments. You can do this by clicking on either the pencil icon that shows up next to the form name, or the form name itself.
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You will then be taken into the instrument to configure individual variables and fields.
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[Confluence up to date until this section. Everything below is new]
Briefly explain each field type
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