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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.

Advanced longitudinal set-up (optional)

Head over to the next section of REDCap 101, or head back to the table of contents.