Versions Compared

Version Old Version 39 New Version 40
Changes made by

Alyssa Hill

Alyssa Hill

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
InfoThis article provides you with the information needed

Note

Per University Policy,Real data collection is NOT permitted while your project is Development mode

  • Real data collection may not begin until your ‘Production request’ has been approved by a REDCap Administrator

  • By default when a new project is created, the project is in ‘Development mode’ more info: Project Lifecycle

Generalized steps to get started with your

project

build

.

:

NOTE: Per University Policy, real data should NEVER be collected in development mode. Projects must be moved to production before you may start to collect real data.

Generalized steps to get started with your build:

  1. Register & Create New Project

  2. Review our Best PracticesREDCap 101:

    1. Review REDCap 101 guides

    2. After your project has been approved, it is in Development mode. In Development mode you will build & test your project BEFORE real data collection may begin.

  3. Consider Record Keeping:

    1. Record Labels, Auto-Numbering & Unique Identifiers

  4. Consider if your project will utilize surveys:

    1. Will you utilize a public survey link or build a private survey?

    2. Survey Setup, Settings & Distribution

  5. Build your Instruments

    1. Build your Instruments

    2. Field Types & Suggested Coding

  6. Copy entire Project OR copy Forms/Instruments from one project to another

  7. Plan your Survey Setup & Distribution

  8. Test your project. It is critical to TEST your project in the Development Mode

    1. Details: (Moving a Project to Production - Start to Finish)

    Request to move your project to production to ensure your surveys distributed as expected and project workflows/alerts function prior to production

    1. How to test Private Survey

    2. How to test a Data Entry form

  9. Submit Production Request, in order to begin real data collection

    1. How to submit your project for Production

Other considerations:

Is a longitudinal project right for you?

Longitudinal projects provide collection of data over time in order to track changes and progress. Longitudinal projects are useful in the following situations:

  • Long Term Studies

  • Clinical Trials

  • Recruitment & Enrollment Combinations

  • Multi-Site Studies

  • Repeat Surveys

View more information on Longitudinal projects