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Long term studies
Clinical trials
Recruitment and enrollment combinations
Multi-site studies
Repeating surveys (medications, lab results, adverse events forms)
Enable Longitudinal functionality
Navigate to your project, and select the “Project Setup” tab
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Under the “Main project settings”, click “Enable” next to “Use longitudinal data collection with defined events?”
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Define Events / Arms for the project
On “Project Setup” in the “Define your events and designate instruments for them” section, click “Define My Events”
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Repeat for each event as needed
Link Instruments to events
On “Project Setup” in the “Define your events and designate instruments for them” section, click “Designate Instruments for My Events”
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Note: to ensure advanced features like reporting and data quality checks in REDCap work properly, always assign the first form to the first event (order your instruments appropriately). You can link and un-link events in your project during your project set-up and test. Once the project is in production, linking and un-linking events must be done by a REDCap Administrator, because you may lose data if you un-link an event. |
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Advanced longitudinal set-up (optional)
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Scheduling can be turned on or off as desired in production or development. Scheduling produces automatically generated schedules by participant based on Arms and Events. The calendar event status can flag “no show” or “cancel” for visit status.
To enable, on “Project Setup” under “Enable optional modules and customizations”, click “Enable” next to “Scheduling module (longitudinal only)”
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On the left navigation bar, select “Scheduling”
Select a record (or create new), define start date (and Arm if applicable), and click “Generate Schedule”
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Input times and switch scheduled days of the week by changing dates as desired, then click “Create Schedule”
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You will see a notice that your calendar was successfully created.
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To see the Calendar, navigate to left Navigation pane and select Calendar under Applications
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Example: Here you see the time and events for Participant 3
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From the calendar, you can click on the event and view:
Data entry forms for the participant
Study ID, event, status
Add notes as desired
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Head over to the next section of REDCap 101, or head back to the table of contents.