Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Info

This article reviews the below topics related to Record keeping

  • Unique Identifier: The first variable listed in your project is the unique identifier which links all data for a specific record across all instruments

  • Auto-Numbering: REDCap is set to automatically number records by default

  • Custom Record Label: Used to display a specified field next to the participants record number, like a participants name to ensure you are selecting the right record

  • Secondary Unique field: Unlike the value of the primary unique identifier field, it will not be potentially visible in a URL, but does allow for a secondary field to be displayed next to the record number

To see these in action, expand the topic below that you wish to review

...

Expand

When your first data collection instrument is enabled as a survey, auto-numbering is mandatory for the project.

If you plan to manually enter your unique identifier and wish disable auto-numbering, follow the below instructions.


To disable auto-numbering, follow the below steps:

NOTE: This can only be disabled when your project is in Development mode.

  1. Navigate to "Project Setup"

  2. Within “Enable optional modules and customizations” box, you’ll see “Auto-numbering for records” in green font.  Click “Disable” and your project will no longer auto-number.

  3. You will now be able to enter your own unique identifier when a new record is created (this is a manual process)

...

Expand

Custom Record Label may be used to display a specified field next to the record number. For example you may choose to display a participants name to ensure you are selecting the right record.

You may append other data and/or static text to any record name (e.g., Study ID) as the record is displayed on your data collection instruments, such as inside the drop-down lists when choosing a record and at the top of the page after being selected. Simply provide the text you wish to display below, and place any variable names inside square brackets [ ], after which the data collected for those variables for that record will replace the variable in the text.


To create a custom record label, follow the below steps:

  1. Navigate the ‘Project Setup’ > 'Enable optional modules and customizations' section

  2. Click ‘Additional Customizations’

  3. Select the first box to enabled Custom Record Label functionality, you’ll notice the previously greyed out box is now available for you to use

  4. Input your variable names inside square brackets and/or add static text

    1. If using a longitudinal project with events, you’ll need to prepend the event name to the front of each field variable.

    2. ex) [event1_arm_1][first_name], [event1_arm_1][last_name]

  5. Click ‘Save’

  6. Navigate to your Records status dashboard to check you’ve configured your Custom Record Label to display correctly

...

Expand

The data values entered into the (optional) secondary unique field must be unique. Unlike the value of the primary unique identifier field, this will not be visible in a URL.

You may designate a text field to serve as a unique constraint whose value cannot be duplicated or shared by any other record in the project. When a value is entered or imported for the secondary unique field, it will be checked in real time to ensure it is not shared by another record, and if so, will ask the user to enter another value.

This means that if a participant is completing a survey for a second time in which this feature is enabled, they will see the following pop-up box:

Warning

This feature should be enabled in Development mode before real data collection begins

If you are already collecting real data and there are duplicates in your project, you cannot enable this feature as it's not possible to specify the combination of two or more fields be unique.


To enable a Secondary Unique field, follow the below steps:

  1. Navigate the ‘Project Setup’ > 'Enable optional modules and customizations' section

  2. Click ‘Additional Customizations’

  3. Select the checkbox next to ‘Designate a Secondary Unique Field’

    1. If you want the field value to be displayed next to record number, be sure to select the display preference as shown above.

    2. If you select both display options, the field label & field value will be displayed as showcased below

    3. If neither display options are selected, the secondary unique field data will not be displayed (only record number will be shown), however the unique field check will continue to be preformed by REDCap.

...

Frequently Asked Questions

Q: If the unique identifier is arbitrary to me, can the system auto-assign a unique value to each of my records?

...