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This article provides steps for how to enable surveys at the project level, in order to enable individual instruments as surveys within your designer.

Surveys are useful to collect data from persons who don't have a REDCap account. Surveys can be emailed to potential participants. Surveys display the instrument in a formatted webpage.

  • This article provides steps on how to enable surveys at the project level, in order to enable individual instruments as surveys within your designer.

The Process

  1. Go to "Project Setup"

  2. In the top box “Main project settings” you’ll see the option of Enabling a survey.  Go ahead and click on it (Circled in Red below)

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    Click Enable as shown below:

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  3. Next click on "Online Designer" (Circled in red below)

  4. Now a table like the one shown below will show.  Select “Enable” for the forms you want to be surveys (circled in red below)

  5. A page with many options will show up.  Select which survey settings you need

  6. Scroll to the bottom of the page, and click "Save Changes" (Circled in Red below)

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    at the top or bottom of your survey settings

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  7. Now test survey to make sure it's working and formatted correctly.   For directions on how to test survey go to: Test a Public Survey  or  Test a Private Survey

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