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Projects in REDCap can be simple and benefit from a single survey, or very complex and benefit from multiple surveys and/or data entry forms to accommodate different types of participants for multi-site studies, longitudinal studies, or both. Regardless, it’s important to thoughtfully design your project and data capture instruments in advance.

Enabling Surveys

In your project, navigate to the “Project Setup” tab. Under “Main project settings”, click “Enable” next to “Use surveys in this project?”

Next, click “Online Designer” under “Design your data collection instruments”

Select “Enable” for each instrument you’d like to use as a survey in your project

After enabling a survey, you will be directed to the “Survey Settings” where you can design your survey and make changes to:

  • Font, text size

  • Survey color theme

  • Question display format and numbering

  • Expiration date

  • Enabling text-to-speech functionality

  • Survey instructions

  • Survey completion message

  • Enabling confirmation emails for participants

  • Response limit

  • Enabling save and return later functionality

  • Survey termination settings

  • Enabling auto redirect to next survey

Note: To use a public survey (with public link), your survey must be the first instrument in your project. To use a private survey, the first instrument in the project is not enabled as a survey.

Survey Setup & Distribution Overview

Advanced Survey Information

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