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Per University Policy, Real data collection is NOT permitted while your project is Development mode

  • Real data collection may not begin until your ‘Production request’ has been approved by a REDCap Administrator

  • By default when a new project is created, the project is in ‘Development mode’ more info: Project Lifecycle

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 your project in Development Mode to ensure your 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 your project for Production

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 you’d like to copy or use specific instruments from?

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