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Generalized steps to get started with your build:

1. REDCap 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.

2. Consider Record Keeping:

   1. Record Labels, Auto-Numbering & Unique Identifiers

3. 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

   Build your Instruments

4. Build your Instruments

   1. Field Types & Suggested Coding

   2. How to build an instrument

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

6. 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

Do you have an existing project you’d like to copy or use specific instruments from?

• how to copy a instrument or entire project