Alyssa Hill
Dec 29, 2022
This article reviews the below topics:
Copy existing Instrument
Use this method if you want to copy a single instrument to different project
Copy an existing form
Use this method if you want to copy a single data entry form to a different project
Request to Copy a project
Use this method to make a copy of the entire project
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In the project which hosts the instrument you wish to copy, navigate to “Online Designer”
In the “Data collection Instruments” box, click on “Choose Action”, select “Download instrument ZIP”
The ZIP file will then downloaded and saved on your computer (generally saved in Downloads)
NOTE: You may need to compress the file on your desktop prior to uploading
Next, go to the “Online Designer” within the project you wish to upload the instrument to
Click “Upload” at the top of the “Data Collection Instruments” page (note: project needs to be in development mode or draft mode to do this)
Click “Browse” and find and open the ZIP file you just saved. After it's been selected, click on "Upload instrument ZIP" in the box on REDCap
Go to "Project Home" within the project you wish to copy
Click "Other Functionality"
Click "Copy this project"
Next a page will show up about making a copy (looks similar box shown in image below). Change the Project Title and any other necessary changes.
Next click "Request Copy". The REDCap Support team will then review and contact you to proceed.