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Longitudinal projects allow for the collection of data over time with the ability to track changes and progress. Longitudinal instruments eliminate the need to recreate multiple of the same forms, where instead the form is created once and assigned to multiple time points within a project. Some useful situations for longitudinal projects include:

  • 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

Under the “Main project settings”, click “Enable” next to “Use longitudinal data collection with defined events?”

Assign user rights, roles, and/or DAG’s

Assigning User Rights to team members should be a carefully thought out decision. The consequences of poor user rights decisions could be damaging to the security and integrity of the project. See Knowledge Article User Rights & Roles

The User Rights page can be used to determine the roles that a user can assume within a REDCap database. The Data Access Group on the other hand determines the data visibility of a user within a REDCap database. A typical use of Data Access Groups is a multi-site study where users at each site should only be able to view data from their site but not any other sites. Users at each site are assigned to a group, and will only be able to see records created by users within their group. See Knowledge Article Data Access Groups

Define Events / Arms for the project

On “Project Setup” section, click “Define My Events”

Type the name of the event in the text box, then click “Add New Event”

Repeat for each event as needed

Link Instruments to events

On “Project Setup” section, click “Designate Instruments for My Events”

Select “Begin Editing”

Check each data collection instrument that should be assigned to each specific event

Click “Save”

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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