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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

4. Build your Instruments

   1. Field Types & Suggested Coding

   2. How to build an instrument

5. Test your project. :

   1. It is critical to

   TEST

   1. test your project in Development Mode to ensure your

   surveys distributed as expected and project workflows/alerts function prior to production

   1. survey(s) distribute as expected before sending to real participants in production mode

   2. How to test Private Survey

   3. How to test a Data Entry form

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

   1. How to submit request your project for Productionbe moved to Production by a RedCap Admin

   2. Only after your Production Request has been approved by a REDCap Administrator may real data collection begin

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