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User Guide - Murdoch Childrens Research Institute

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1. 3 Complete REDCap ascribes no particular significance to the status of a form which means that you can use these status flags in any way that suits you The wording of the label does not bind you to any specific meaning Form Status Complete Complete Form status is created automatically by REDCap as a real field in the project database in the following format lt form name gt complete It therefore can be utilised just as any other field for data exports reports and data imports When importing data into form status fields use the following values 0 Incomplete equivalent to a blank value or omitting the column 1 Unverified 2 Complete REDCap User Guide 3 00 2013 04 10 docx Page 57 of 91 Murdoch Childrens d Research Institute E DI A D Healthier Kids Healthier Futvre Research Electronic Data Capture Form Buttons At the foot of every data collection form are a collection of buttons Some or all of these may appear according to your permissions set in User Rights Save Record Cave Record Saves and closes the data entry form e Non longitudinal return to the record selection page save and Continue e Longitudinal return to the Event Grid save and go to Next Form Save and Continue Saves the current state of the data entry form but the view remains on the page Delete Record Cancel Save and go to Next Form Saves and the form and opens the next form Shown only when more than one
2. 44 3 2 TN 45 521 Record IGENEMEr DETINEG E 45 22 Creating NON Record MEN 45 3 2 3 Creating a New Record Arms n a e aT a eanan Ea a ET adea 47 324 SElECTEXSUNE RECOU E 48 329 Ronam a ROCO E 49 ENN 49 3 3 Record CR neie ee RE EE EE T 50 3 4 Survey Invitations Invite bRartcipants 51 3 4 1 Public Survey Link rrrrnnnrrnnnnnnnrrrnrnnnnrrnnrnnnnnrrnrnnnenrrnrnnneerrnrnnneesrnnnnnesrennnnnssennnnnnessennnnneesnnnnnnsssnnnnnnessee 51 LNG 51 3 4 3 Pre POPUIATING Surver FieldS E 54 3 5 Navigation Within Record 55 3 6 FEN avveie 57 3 7 MND ENN 59 3 8 MEN 61 3 9 Double E 63 3 10 Deleting Test Data 63 A POC 1 0 EE 64 4 1 OE EE RE EE nena e teem E ee meee 64 ALL e teg GE 64 212 ee 65 4 2 DP pe 66 ENN 66 NE 66 BD DENN 66 KZ PONNI waranancainaneavanseancucsaenisnaqatanneeaasmesnanseamansceann eyaeuitanaceedanncneesanceaqansstacetanateqausneauaseenaeaqaanins 66 4 2 5 Export of Checkbox e SEE ss 68 REDCap User Guide 3 00 2013 04 10 docx Page 2 of 91 Murdoch Childrens Research Institute EDCap Healthier Kids Healthier Future Research Electronic Data Capture 4 2 6 Data Model for Longitudinal Project 4 3 BEE Ee elle E 69 PS EE EE EEE ENN EE ee ae 69 D See tele re Checkbox Vb 69 4 3 3 Importing to Date and DateTime FICIGS 2 eegsoutsdgtavngeeeeeg Eden ENEE EEdEESA REESEN 69 AoA Upload TEE 69 135 Upload SUMMATY EE 69 4 3 6 Importing Data for Longitudinal Projects rrrrrnnnnrrrnrnnnnnrrnrnnnnrrrnnnnnnnr
3. See Styling with HTML and CSS for some ideas on how you can specify some limited customisation of how your form fields are displayed Edit a field 1 Click the Edit button e 2 The Edit Field dialog is displayed which is identical to the Add New Field dialog 3 Make the changes required and Save Please see Making Changes to a Production Project for some notes about changing field entry and validation types for projects in production Move a field drag and drop You can re order fields within a form using drag and drop 1 Click anywhere in the field s block and drag it to its new position 2 The new position is saved automatically Move a field button You can move a field to another form using the Move button 1 Click the Move button E 2 A dialog box opens with a drop down list of all fields in your project 3 Select the field that you want the field you are moving to be positioned after 4 Click Move field and the field will be repositioned Copy a field 1 Click the Copy button 45 2 Confirm that you wish to copy the field The copy will be inserted below the field you are copying and can then be moved if required 3 Edit the field s name and label as required Branching logic editor 1 Click the Branching Logic button F The Add Edit Branching Logic dialog opens 3 Create your branching logic expression using either the Drag N Drop Logic Builder or by typing a branching logic expression into the A
4. 1 Male 7 address demographics notes Street City State ZIP 8 phone number demographics text Phone number 5 eventdate visit form text Date of Event In any changes you make to your project s data collection forms it is essential that the record identifier field remain the first field of the first form but provided there are no records in your project you are free to change the field name from study id See Design your data collection instruments and Changes to Data Collection Forms Draft Mode It is typical of course that project records correspond to individual participants but it need not necessarily be the case Refer to Use Cases for some examples of REDCap projects with records that correspond to entities other than study participants 3 2 2 Creating a New Record There are three ways that records can be created in your REDCap project 1 Auto numbered includes projects where records are created via a survey 2 Manual entry 3 Import Record Auto Numbering Data Entry Forms Project With record auto numbering switched on see Auto numbering for records records are created by clicking the Add new record button If you project has multiple arms you must select the E appropriate arm before creating the record See Creating a Incomplete New Record Arms Records Select record k 27 The first data entry form will open and show the new record Complete identifier This identifier is not yet saved it will be re
5. Use of the Yes No and True False fields is not recommended see Form Design Considerations Use a radio group or drop down list instead Section Header Text Notes Calculation Radio Group Drop Down List Checkbox Group Slider File Upload Descriptive Text Bold text on yellow background to clearly delineate a boundary between groups of form fields Single line plain text entry here showing an associated Field Note Multi line plain text entry Max number of characters is large please don t test it Calculation results must be numeric See Calculated Fields Radio style buttons select one value only List of values select one value only Check boxes enable multiple values to be selected Set a numeric value from 0 to 100 along a horizontal slider Upload a record specific document Additional text can function as a sub header and or include an image or file download link REDCap User Guide 3 00 2013 04 10 docx This is a section header This is a Field Mote Expand O Choice 0 O Choice 1 O Choice 2 Choice 0 Choice 1 Choice 2 Choice 0 LI Choice 1 Choice 2 Min Med e Click bar above and then drag to set response consentform pat 0 05 MB Oo Upload document gt Remove file or Send lt Descriptive text can include an image a document download link Page 23 of 91 Murdoch Childrens Research Institute e E DC A D
6. Research Institute Murdoch Childrens Healthier Kids Healthier Future EDCap Research Electronic Data Capture Navigating Between Forms Within an Event Longitudinal Data Collection a Scheduling Record Status Dashboard Adds Edit Records Study ID 1002 Select other record Event Recruitment and registration Data Collection Instruments S Participant Details e Participant Preferences REDCap User Guide 3 00 2013 04 10 docx Here the Demographics form of the Recruitment and registration event is selected for Study ID 1002 To select another form in this event for this record click for the appropriate form e The coloured form status indicator dot e The form name To select a form in another event for this record e Return to the Event Grid by clicking the record identifier f Study ID 1002 e Click Cancel on the current data entry form To select another record click e Add Edit Records e Select other record Page 56 of 91 Murdoch Childrens Research Institute Healthier Vids Healthier Futore 3 6 Form Data Entry EDCap Research Electronic Data Capture Entering Data e Easy Type values into text fields and use your pointing device mouse finger etc to make selections from drop down list radio group and check box group fields e Move between fields using your pointing device or the Tab key although Tab currently does not set focus to checkbox groups in all browsers use a
7. si Project Setup 2 Other Functionality Project Revision History Project status Development Completed steps O of 5 The Project Setup page is always available from within a project using the Project Setup button in navigation pane found in the top left corner of the screen amp Logged in as luke stevens Log out hy Projects gt Project Home Project Setup Project status Development 2 4 2 Work Flow The Project Setup page contains a series of steps that you will complete to reach the stage where you can progress to the Production status and begin collecting data for real Each step is contained within its own bubble and can be marked I m done when completed Mot started 7 Complete I m done The sections that follow describe the functionality and usage in each step REDCap User Guide 3 00 2013 04 10 docx Page 15 of 91 Murdoch Childrens d Research Institute E DI a D Healthier Kids Healthier Future Research Electronic Data Capture 2 4 3 Main project settings Modify project title purpose etc The selections under this option are those that were originally configured during the Create New Project process Longitudinal data collection Enable Use longitudinal data collection with repeating forms 7 Disable 9 Use longitudinal data collection with repeating forms 7 Click Enable Disable to toggle the capability for longitudinal data collection defining events f
8. Choices Choices one choice per line 0 Not at all motivated 1 amp little 2 come 3 fair amount very motivated How do manually code the choices EDCap Research Electronic Data Capture d Enable auto naming of wariable based upon its Field Label Variable Name Question ONLY letters numbers and Humber underscores optional Required motivated body H d x motivated manage 7 A Other Matrix Info Answer Format single Answer Radio Buttons e Matrix group name ONLY letters numbers and underscores motivated What is a matrix group name 4 Click Save The new matrix will be displayed in the designer fF NR Matrix group motivated How MOTIVATED are you to T o kanale motivated body Branching logic exists Not at all motivated Improve your body image O T tor Vanale motivated manage Branching logic exists Learn about managing your emotions and stress REDCap User Guide 3 00 2013 04 10 docx A little Some A fair amount Very motivated O O O rezet O O raset Page 22 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier Future Summary of Field Types 3 E D Ca D Research Electronic Data Capture The table provides a brief summary of the different field types available in REDCap and shows how they appear on the data collection form See Form Design Considerations for more detailed advice and recommendations on good form design
9. Fields 5 4 1 What Calculated Fields Are and Are Not For REDCap s calculated fields are useful in certain situations but they are not a replacement for your stats package when it comes to generating robust and precise figures for the analysis purposes Calculations can be necessary for the following two cases o Where the calculation result perhaps in conjunction with branching logic affects the data entry workflow o Where the calculation result is required in a report filter expression In other instances calculations are best performed in a statistical analysis package after it has been exported from REDCap Every calculated field is shown with a disclaimer that reiterates this point 5 4 2 Calculation Expressions Currently the best source of help for formulating calculation expressions can be found on REDCap s Help amp FAQs page https redcap mcri edu au index php action help CalculatedFields It describes e Basic formatting i e enclose field names in square brackets systolic bp e Some simple examples e g being careful with the units BMI weight kg 10000 height cm height cm Cross form and cross event usage Date and datetime calculations Available functions Conditional logic Calculation results must be numeric not text boolean or date 5 5 Branching Logic Currently the best source of help for formulating calculation expressions can be found on REDCap s Help amp FAQ
10. data access group dob melbourne melbourne melbourne melbourne melbourne melbourne melbourne sydney sydney sydney 2001 10 30 1994 09 15 1995 12 06 2005 03 10 E enrol date time 2011 12 14 12 30 2011 12 14 10 30 2011 12 15 14 00 2011 12 14 15 45 2 NONN H enrolment_details_complete allocation randomisation_date 1 2012 02 01 When importing data into project that utilise Data Access Groups you must include a column that specifies the Data Access Group DAG for each record Find the values to use on the Data Access Groups tab from User Rights A B study_id redcap_event_name 1 enrolment_arm_1 1 randomisation_arm_1 1 follow up 1 arm 1 1 follow up 2 arm 1 2 enrolment arm 2 3 enrolment arm 1 4 enrolment arm 2 5 enrolment arm 1 5 randomisation arm 1 5 enrolment arm 2 melbourne melbourne melbourne melbourne melbourne melbourne melbourne sydney sydney sydney D redcap data access group Jdob 2001 10 30 1994 09 15 1995 12 06 2005 03 10 E enrol date time 2011 12 14 12 30 2011 12 14 10 30 2011 12 15 14 00 2011 12 14 15 45 2 NONN H enrolment_details_complete allocation randomisation_date 1 2012 02 01 Where the user performing the import is assigned to a DAG records are automatically assigned to the user s DAG Such users cannot import records to other DAGs Records can also be assigned and re assigned to a Data Access Group individua
11. days etc For users whose export permissions are set to De identified only see User Rights these options with the exception of record identifier hashing are always on 4 2 4 Export Formats Note the reminder to cite your use of REDCap in any published material See http www project redcap org cite php for some boilerplate text After the export is run and you have confirmed the citation reminder you are presented with your download options REDCap User Guide 3 00 2013 04 10 docx Page 66 of 91 Notes The data in the Excel CSV Raw and stats package DATA CSV files are identical raw unlabelled data in CSV format but the stats package DATA CSV files do not contain header rows field information is included in the syntax files Murdoch Childrens Research Institute Healthier Ki de Healthier Future Microsoft Excel You may download the survey results in CSV comma separated format which can be opened in Excel You have the choice of downloading the data either with the full headers and answer labels or just with the answer codes 1 8 raw dataj MOTE If pou are using a version of Moroso Excel prior to Excel 2007 due ta notations the data wit omr be read fo 255 columns when opened SPSS Statistical Analysis Software Instructions Download and save all 3 files on the right to 4 common location First double click on the Pathway Mapper bat file which will run quickly and invisibly If you are
12. for RCH staff and external collaborators as well as for Murdoch Childrens staff but note that the ability to create new projects is restricted to users that hold a Murdoch Childrens appointment 4 7 2 Adda New Project User To add a new user to your project simply enter their REDCap username into the text entry box on the User Rights page Choose existing project user select User DR type a new user and hit the TAB key Nev user name usermname to add 4 7 3 Edit User Permissions The User Rights page displays a summary of the current permissions for your project users gt Comprehensive User Rights View Data Data Data GT Data Export j File User User name Expiration Calendar Import Comparison Logging S 5 Access Tool Repository Rights Tool Tool Groups luke stevens never af Full Data Set 4 y af y af luke1 never a De Identified p p p af AS a To edit a user s permissions click on their user name The Edit User page opens Editing existing User luke1 Basic User Rights Data Entry Rights Mo Read View Calendar Access Only amp Edit ol Data Export Tool No Access Enrolment Details O O Gei GI De Identified Randomisation C O Gei Full Data Set Second Dose O Data Import Tool F Follow Up O O The Basic User Rights section is a checklist of REDCap modules that the user can access REDCap User Guide 3 00 2013 04 10 docx Page 74 of 91 Murdoch Childrens d Research Insti
13. for writing dates dd mm yy mm dd yyyy dd mmm yyyy yyyy mm dd Consistency is very important especially for projects running in a number of countries How does the data entry person encode the response for Randomisation Stratum 1 present 2 absent 1 present O absent For all fields what code can the data entry person enter if data is missing from the form What about if data is illegible or otherwise raises some query Create a New Form I 2 Click Create Click Add instrument here in the position in the list where the new form is to be created this can be changed later Assign a name and click Create Add variables to the form The new form will NOT be saved until at least one variable has been added Delete a Form 1 2 Reorder Forms 1 2 Click the Delete button under Actions for the relevant form Confirm the deletion The form will be removed along with all of its variables Drag instrument up a Instruments or down to rove it Position your mouse cursor over the left hand end of the form s row Instrument name Click and drag the row to a new position Demographics Form 2 Rename a Form 1 2 Click the Rename button under Actions for the relevant form Enter the new name and click Save View form fields variables To view and edit the fields variables that a form contains click on the form name The view changes to the form edit view where each field appears in its o
14. impact of your changes to determine whether there are any Critical issues i e changes that have the potential to lead to data loss Project has no records No risk of data loss Changes automatically approved No critical issues No risk of data loss Changes automatically approved Critical issues found e g e Deleting field Administrator notified that drafted Potential for data loss e Recoding changes are ready for review categorical field Upon receiving notification that a project has drafted changes for review the administrator looks at the summary page to check that none of the changes proposed will lead to data loss If there are no problems the administrator approves the changes and the new setup becomes available to all project users REDCap User Guide 3 00 2013 04 10 docx Page 40 of 91 Murdoch Childrens e Research Institute E DC A D A 1 vtvre Healthier Kids Healthier fi Research Electronic Data Capture Changes to Data Collection Forms Testing When drafting changes in draft mode the current versions of your data collection forms remain active in the system This is a problem if you are making any non trivial alteration because you are unable to test the draft changes to ensure that it functions as you expect You have two options to work around this issue 1 Create a practice project and set it up with the new fields you require along with any dependencies This method is particularly suited to testing calcu
15. in your REDCap projects Click Download to navigate to the Shared Library and view the library s instruments on the library web page or as a PDF You can download any instrument from the library into your REDCap project If your project is in production status you can also upload data collection instruments that you have created to the Shared Library They will then be available for download by other REDCap users around the world Note Do not share copyrighted material unless you are the owner View PDF 5 Each form can be downloaded in PDF format using by clicking the associated PDF icon Note that the document produced is not suitable for use as a paper data entry form because it does not provide sufficient guidance on expected data formats and coding to the person completing the form and the data entry person For example even three simple fields in the screenshot below would lead to a number of questions Confidential Healthy Bowels Study Phase Page 1 of 1 Randomisation Data Randomisation Number Randomisation Date Randomisation Stratum Disease present Disease absent 1 Is Randomisation Number expected to be numeric Could it be alphanumeric 2 How many characters are expected for Randomisation Number REDCap User Guide 3 00 2013 04 10 docx Page 17 of 91 Murdoch Childrens d Research Institute E ID d D Healthier Lids Healthier Future Research Electronic Data Capture What format should be used
16. is a longitudinal project where participants undergo certain assessments at defined time points over the duration of their participation in a study as defined in the study protocol Define My Events To define events click Define My Events on the Project Setup page The Define My Events page opens Days Offset Range Unique event name i Event Offset Min Max Rent Kane auto generated ca t 1 0 0 0 Enrolment anrolment arm 1 va bd 2 al O0 0 Randomisation randomisation arm 1 vs t 3 7 O 0 Follow Up 1 follow up 1 arm i ra x 4 14 gute gu Follow Up 2 follow up 2 arm 1 Addnewevent ps As Convert Fom Descriptive name For this event other units S Notes e The edit button Lo facilitates editing a record e Use the delete button A to remove an event from the schedule e Toaddan event enter data into the text boxes then click Add new event e The number of events you can define is limited only by your patience for creating them and assigning forms e Days Offset is the number of days from an arbitrary baseline on which an event will be created when using the Scheduling module If not using the Scheduling module Days Offset is just for information e Days Offset can be negative e Offset Range is a number of days before or after the date set using Days Offset There is no special significance to this range within REDCap other than that a warning message is displayed if you move the scheduled event date to a date that
17. is outside of the range For example an event is scheduled on 10 June 5 days If the event is rescheduled to a date before 5 June or after 15 June a warning message is displayed that prompts the user to confirm that they accept the new out of range date See Scheduling for more information about the Scheduling module e Note the settings for Unique event name These codes are used when importing and exporting longitudinal data REDCap User Guide 3 00 2013 04 10 docx Page 30 of 91 Murdoch Childrens e Research Institute E DC A D 1 utore Healthier Kids Healthier fi Research Electronic Data Capture Designate Instruments for My Events To assign data collection forms to events click Designate Instruments to My Events on the Project Setup page or on the My Events page The event setup page opens Defining Arms REDCap s Arm functionality enables you to create alternative event schedules for different groups of participant different randomised treatments for example Name your arms and set up the events as described for Define My Events Arm 1 Arm 2 Add New Arm Arm name Arm 1 Rename Arm 1 Delete Arm 1 Days Offset Range Uni t EN Event Hame nique event name 2 Offset Min Max auto generated Event Pd x 1 LU 0 0 Enrolment enrolment arm 1 Participant records are assigned to an Arm when they are created It is not possible to later edit the arm to which a record is assigned although it is straightforwar
18. modern browser It is not possible to use the Enter key to cause the focus to move to the next field in the way that EpiData does and Access can be configured to do Such behaviour would be unexpected in a web interface where standard Enter key behaviour is to submit the form to the server e The date date time picker is displayed automatically for date date time fields unless switched off for the project see Additional customizations e Branching logic expressions are evaluated when the focus leaves any field that is included in any branching logic expression on the form e Calculated fields are evaluated when the form opens and when the focus leaves any field that is included in a calculation expression Note that this means calculations are not performed on imported data until the form containing the calculated field is explicitly opened and then saved e All calculations are executed together and the execution occurs in alphabetical order This gives you a powerful ability to utilise in a calculated field the results of other calculations on fields on a form You just need to ensure that the field name of any such calculation occurs alphabetically after all field names of calculated fields that it uses This constraint does not apply to the field names of regular fields only calculated fields Form Status Indicator Each data entry form as a status indicator field containing three status settings 1 Incomplete 2 Unverified
19. of 91 Murdoch Childrens om Research Institute E DI A D Healthier Kids Healthier Futvre Research Electronic Data Capture 2 2 Project Screen The image below highlights the sections of the Project Home screen This screen is the default page for projects that are in Production E Murdoch Childrens Research Institute i m 1 REDCa Data Management Online Enabled by CEBU Murder rep g Research Institute REDCap User Guide Healthier Kids Healthier Phare amp Logged in as luke stevens Log out H my Projects Project Home Project Setup Project status Development ProjectHome Project Setup g Other Functionality 3 Project Revision History 5 Demographics 2 Quick Tasks 6 Applications Export data Export your data from REDCap to open or view in Excel or various stats packages Calendar 3 Create a report Build custom reports for quick views of your data and export reports to Excel CSV E3 Data Export Tool l l l l l j E Data Import Tool Check data quality Build or execute data quality rules to find discrepancies and errors in your project data T Data Comparison Tool User Rights Grant new users access to this project or modify user privileges for current users Loggin E ae q it Online Designer and Create new fields questions on your data collection instruments or modify existing ones using the 4 TUE REPOSUON Data Dictionary Upload Online Designer or by uploading a Data Dic
20. or changing from the non longitudinal model to longitudinal should not be necessary and is not recommended If you find that wholesale changes are required to project setup and structure it is recommended that you create a new project with the new setup test it fully and then import data from the existing project The existing project will then become obsolete and can be archived preserving its current state in case you ever need to look back at it User Rights and Permissions Managing the access and permission levels of users in the project is an ongoing process It is normal that users are added removed and edited throughout the lifetime of the project Alterations to Data Access Group set up during the production phase is also permitted and should cause no problems Events Edits to the project arms events and event form designation are permitted but only by the administrator and are not recommended If you really must make alterations to your arm and event setup here are some issues to be aware of Adda new arm Adding a new arm is fine The new arm becomes available for selection when creating records Editing an arm Arm name change is OK as are some changes to arm events See below REDCap User Guide 3 00 2013 04 10 docx Page 37 of 91 Murdoch Childrens Research Institute e E DC A p e H r utol e Healthier Kids Healthier fi Research Electronic Data Capture Delete an arm Possible but you will lose da
21. programmatic or automated fashion Page 6 of 91 Murdoch Childrens ma Research Institute E DI a Healthier Kids Healthier Future Research Electronic Data Capture 1 4 Accessing REDCap 1 4 1 Login URL Go to this URL in your browser https redcap mcri edu au Which browser Good Firefox Chrome Opera Safari IE8 OK but slow Internet Explorer 6 7 REDCap Log In Murdoch Childrens Research Institute Healthier Vids Healthier Fitore Please log in with your user name and password Ifyou are having trouble logging in please contact Luke Stevens 9345 65521 Username Password 1 4 2 User Accounts Access to the REDCap application is controlled via individual user accounts created by the REDCap System Administrator Accounts can be created for anybody for RCH staff and external collaborators as well as for Murdoch Childrens staff but note that the ability to create new projects is restricted to users that hold a Murdoch Childrens appointment 1 4 3 Passwords When your account is created you will receive an email containing login details URL username anda temporary password You will be required to set your own password when you log in for the first time REDCap passwords must meet the following criteria e Length between 10 and 15 characters e Comprised of only letters numbers and underscores e Contains at least one lower case letter one upper case letter and one number You will also be a
22. stevens EE Requested by luke stevens Luke Stevens Production revision 1 09092011 11 41am Download data dictionary re EE i SC SEN e Requested by luke stevens Luke Stevens Production revision 2 10482011 1 26pm Download data dictionary EE EE ue Sete Production revision 3 current 0148 2012 8 57am Download data dictionary Ko EL Approved by luke stevens Luke Stevens Project Revision Statistics Time since project creation 394 3 days Time in development 106 1 days Time in production 200 2 days Time since last revision 156 5 days Average median time between revisions 43 9 days 39 days The Project Revision History tab gives you access to the details of each version of the data dictionary that has been live since your project has been in production You can download any of the data dictionary CSV files REDCap User Guide 3 00 2013 04 10 docx Page 42 of 91 Murdoch Childrens ma Research Institute E DC a D Healthier Kids Healthier Future Research Electronic Data Capture 2 6 Other Functionality You must have Project Design amp Setup permissions to perform actions on the Other Functionality page Zen Project Home ProjectSetup Other Functionality Project Revision History The Other Functionality tab provides some additional project tools e Move to inactive status production only Prevent access to all project functionality except Data Export File Repository Logging and User Rights e Move to production stat
23. survey forms or is longitudinal The Data Collection panel in the left hand menu of the project page reflects the project settings Note in each case an Edit instruments button is displayed whilst the project is in development 3 1 1 Data Entry Navigation Survey Manage Survey Participants Data Collection Manage your survey respondents and track responses Bi Manage Survey Participants Get a public survey link or build participant Record Status Dashboard list for inviting respondents View a single page summary of the status of all surveys and Record Status Dashboard data entry forms if applicable for all records View data collection status of all records Add Edit Records Create new records or edit wiew existing ones Add Edit Records Select a record and view data or create a new record either via a survey page or as regular data entry Data Collection Instruments Data Collection Instruments Form name gt Survey Title Select a record and view a specific form 3 1 2 Data Entry Navigation Data Entry Forms Non Longitudinal Record Status Dashboard View a single page summary of the status of all surveys and Record Status Dashboard data entry forms if applicable for all records E Add Edit Records Data Collection Add Edit Records Pata EE fann Select a record and view data or create a new record OPTIMIST SAE Data Collection Instruments lt Form name gt Select a record and view a
24. then you are ready to do some more testing No really Refer to Testing for some guidance and suggestions around testing database systems not just REDCap How Click the Move project to production button The confirmation dialog shown below is displayed Move Project To Production Status x re you sure you wish to leave the DEVELOPMENT stage Ifyou proceed the project will be moved to PRODUCTION status so that real data may be collected By leaving the checkbox checked below all current collected data calendar events and Uploaded documents will be deleted otherwise all will remain untouched as the projectis moved to production Ke Have you checked the Check For Identifiers page to ensure all identifier fields have been tagged Delete ALL data calendar events documents uploaded for records responses and if applicable survey responses Once in production you will not be able to edit the project fields in real time anymore However you can make edits in Draft Mode which will then need to be approved by a REDCap administrator before taking effect YES Move to Production Status Cancel AA Note that all development phase data in your project will be deleted when you perform the move to production unless you remove the tick from the Delete ALL data box Check For Identifiers Also note the Check for Identifiers step It is recommended that you perform the check for identifiers to ensure that all fields that contain participant id
25. to problems REDCap User Guide 3 00 2013 04 10 docx Page 39 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier Future Changes to Data Collection Forms Draft Mode E D Ca D Research Electronic Data Capture Whilst in development any changes you make are made immediately To protect you from some of the potential problems outlined above when your project is in production all changes are made in Draft Mode To make changes click Online Designer or Upload Data Dictionary on the Project Setup page of your production project The system asks you to confirm that you wish to enter draft mode Would you like to enter DRAFT MODE to begin drafting changes to the project Enter Draft kode Make the changes required using the online designer or the data dictionary or both Each page displays the Draft Mode summary shown below Since this project is currently in PRODUCTION changes will not be made in real time Tel me more Submit Changes for Review Number of fields to be added O Total resulting field count 10 l Number of fields to be deleted 0 I Existing field count 10 Remove all drafted changes Q view a detailed summary of all drafted changes Your options in this summary are e Remove all drafted changes scrap all changes and exit Draft Mode e View a detailed summary show a summary that highlights the changes you have drafted e Submit Changes for Review REDCap will assess the potential
26. tool that researchers can set up and use themselves and therefore contains a feature set that aligns well with the needs of many research projects Build online surveys and databases quickly and securely Create and design your project rapidly using secure web authentication from your browser No extra software is required Export data to common data analysis packages Export your data to Microsoft Excel PDF SAS Stata R or SPSS for analysis Scheduling Utilize a built in project calendar and scheduling module for organizing your events and appointments Send files to others securely Using Send It upload and send files to multiple recipients including existing project documents that are too large for email attachments or that contain sensitive data Advanced form features Auto validation calculated fields file uploading branching skip logic and survey stop actions REDCap User Guide 3 00 2013 04 10 docx Fast and flexible Conception to production level survey database in less than one day Ad Hoc Reporting Create custom queries for generating reports to view or download Contact list of survey respondents Build a list of email contacts create custom email invitations and track who responds Save your data collection instruments as a PDF to print Generate a PDF version of your forms and surveys for printing to collect data offline REDCap API Have external applications connect to REDCap remotely in a
27. will MOT delete their saved responses but will merely destroy the connection between them and their responses Remove Cancel Never do this 3 4 3 Pre Populating Survey Fields Survey fields can be pre populated by including field name value pairings in the survey URL For example previous redcap 1 https redcap mcri edu au surveys s 4QCRXf amp previous redcap 1 Introduction to REDCap Course Evaluation 1 Have you used REDCap prior to today s course Mo ves reset Contact the administrator for assistance if required REDCap User Guide 3 00 2013 04 10 docx Page 54 of 91 Research Institute Murdoch Childrens D E D Ca p Healthier Lids Healthier Future Research Electronic Data Capture 3 5 Navigation Within Record The way you navigate between forms varies according to whether your project has longitudinal data collection enabled see Longitudinal data collection Navigating Between Forms Non Longitudinal Data Collection Edit instruments Record Status Dashboard View data collection status oF all records amp Add Edit Records Create new records or edithview existing ones Study ID Select other record Data Collection Instruments r Demographics and Stuff One of Each 0 EpiData Files Query Tracking Main Crt Treatment Event Grid Longitudinal The Demographics form is selected for Study ID 1 To select another form for this record click for the a
28. your project data on a field by field basis It does not enable you to define your own summaries such as tabulations of two fields How the summary data is presented varies according to the field type e Categorical fields summarised in bar charts Reason family declined participation Refresh Plot View as Bar Chart v Total N 13 186 93 5 4 Missing Unique Countsfrequency Do not have the time 3 23 1 Not interested in taking part 4 30 8 No reason given 2 15 4 Other 4 30 8 Do not have the t Not interested in No reason given e Numeric fields summarised in scatter plots This can be of assistance in identifying outliers Click ona data point to navigate to the specific record Age in Full Years refresh Plot Missing Unique Min Max Mean 50 Median te 17 00 10 00 6 24 5 00 5 00 5 00 17 00 17 00 17 00 Lowest values 5 8 17 Highest values 5 8 17 Value 17 Click plot point to go to this record e Text fields you see simple totals for the number of records that have data and the number of records where the value is missing Full Name G N 4 5558 REDCap User Guide 3 00 2013 04 10 docx Page 78 of 91 Murdoch Childrens d Research Institute E DI a D Healthier Kids Healthier Future Research Electronic Data Capture 4 11 G Data Quality The Data Quality module enables you to run test
29. 1 utvre Healthier Kids Healthier fi Research Electronic Data Capture 2 4 7 Online Designer Survey related Options Survey settings The survey settings provide information to REDCap to control the behaviour of your surveys Click on the Survey settings button to open the Modify survey settings tab and set e Survey Status An on off switch for the selected survey form Can respondents access the survey e Survey Title The title of the survey as shown to survey participants Defaults to the project title but you can change that here e Question Numbering Indicate whether REDCap should number your questions automatically Auto numbering does not work if you include branching logic in your survey form because it would lead to gaps in the numbering sequence You can specify your own custom numbering if preferred e Question Display Format Set whether your survey questions should appear on a single page or whether section headings should be used to separate the survey into a series of smaller pages You can use a Descriptive Text field to provide sub headings within these smaller pages e Logo optional Select an image that will be displayed in the survey page header above the title If you would like more than one image displayed you will need to use image editing software to stitch them together into a single image before loading e Survey instructions Specify any introductory text and or instructions to be displayed at the be
30. Cap Listed in the table are some commonly used alternatives to REDCap along with some pros and cons Audit trail of data changes Permission controls Accessibility of web app Better multi form capabilities No file version management or backup headaches EpiData e Simple quick uncluttered data entry e Excellent field validation features Microsoft Access e Infinite scope for customising forms e Audit trail of data changes FileMaker Pro reports and relationships to project s e Permission controls exact requirements e Accessibility of web app e Mail merge e Much simpler and less error prone e Send email notifications Access with project design with no programming Outlook knowledge required e No file version management or backup headaches Survey Monkey e Some additional form design flexibility e Data hosted at MCRI suitable for e Close survey after target number of confidential data responses e Free to MCRI users e Participant list enables individual participant URLs e Track individual responses e Better export options CTMS EDC e Compliance with regulatory regimes e Simpler quicker project design E g WebSpirit such as FDA s 21 CFR part 11 e Online survey functionality e Integrated data query work flow e Upload integration functionality functionality e Project and site level data and reporting You are free to use the tools that best suit your needs The important things is to put some thought into what w
31. Cases 6 2 1 Modelling 1 n Relationships for Small n Wide Dataset Contact the REDCap System Administrator for more information 6 2 2 Modelling 1 n Relationships for Large n Linked Projects Contact the REDCap System Administrator for more information 6 2 3 Data Query Tracking Contact the REDCap System Administrator for more information 6 2 4 Operational Support Tracking Project Milestones Contact the REDCap System Administrator for more information 6 2 5 Multi Arm Setup for Enrolment and Randomised Phases Contact the REDCap System Administrator for more information 6 2 6 Contact Details Project Enquiry Form Embedded in Webpage Contact the REDCap System Administrator for more information 6 3 Advanced Features REDCap contains additional advanced features that are not covered elsewhere in this guide e Plugin architecture that enables development of customised functionality o Custom Reports define custom reports with SQL that can be viewed and downloaded o Record View a cross event cross form view of field data for a single record e Data Transfer Services e Randomisation e Dynamic drop down list options using SQL Contact the REDCap System Administrator if you are interested in learning more about these features REDCap User Guide 3 00 2013 04 10 docx Page 89 of 91 Murdoch Childrens Research Institute e E D Ca TM Healthier Kids Healthier Fotvre Research Electronic Data Capture 6 4 Alternatives to RED
32. Electronic Data Capture When Record Selected What you see next is determined by the project type and how the record was selected 1 Search selecting a record using the Data Search feature takes you directly to the event form for the data item you selected 2 Add Edit Records non longitudinal projects you will see the first of your data entry forms 3 Add Edit Records longitudinal projects you will see the Event Grid 3 2 5 Rename a Record Renaming a record is amending the record identifier e g study id value To rename 1 Navigate to the first form of the first event if longitudinal 2 You will see the record identifier field displayed twice once as a display of the current value and once in a text entry box that permits you to edit the value 1 Study ID To rename this record for the current arm ONLY modify the value immediately below Study ID 1 3 Edit the value and save the form see Form Buttons You cannot change the record identifier to that of an existing record To rename records a user must have been given the necessary permission on the User Rights page Access to this function should be restricted to a limited set of project users 3 2 6 Delete Records To delete a record 1 Navigating to any data entry form for the record 2 Click the Delete Record button that appears at the bottom of the form see Form Buttons 3 Confirm the deletion Be careful there is no Undo To delete record
33. Guide 3 00 2013 04 10 docx Page 83 of 91 Murdoch Childrens Murdoch Chile EDCap e r utol e Healthier Kids Healthier fi Research Electronic Data Capture 5 2 Testing The purpose of a database and the function of database software is to provide your data with structure and integrity that cannot be enforced using unstructured formats such as text files or spreadsheets The purpose of testing your database is to ensure that it has the structure and integrity checks that you expect and that it meets your requirements 5 2 1 General instructions e Testing a database means doing much more than simply verifying that it contains the desired fields you need to verify that each field has the appropriate properties data type allowed range allowed values and that cross field data validations act as you expect e Try to catch out the database Verify that the database not only does everything that you expect it to do but also that it does not do things that you expect it not to do 5 2 2 Specific instructions e For continuous fields such as dates and numbers that have range validations test around the boundaries by entering the minimum and maximum values which should succeed and then entering values just outside the valid range which should trigger warnings For example if height should be 50 250 cm ensure that 50 and 250 are accepted and that 49 and 251 trigger a warning message e Test that your branching log
34. I A D Healthier Kids Healthier Future Research Electronic Data Capture 1 5 6 My Projects The My Projects page gives a listing of all the REDCap projects to which you have access Access a project by clicking the appropriate name link My Projects Records Fields Type Status FaHCSIA Data Manager Approvals ER 15 i FaHCSsiA Data Manager Datasets 1 29 i FaHCSIA Data Manager Users 26 10 Si Luke s Sandbox 3 133 i ei Luke s Sandbox Scheduling Bi 14 Ei ei Luke s Survey Sandbox 19 10 ei OPTIMIST Query Tracking T 25 i F VicCHILD Data Access Requests D a i ei vicCHILD Data Repository E 156 Si ei VicCHILD Recruitment and Tracking 198 159 i Note the indication of the projects type and status in the right hand columns Project Type See Create New Project for more information on the three project types 1 Survey 2 Data entry forms 3 CH Survey data entry forms Project Status See Project Lifecycle for more information on the four project statuses 1 i Development project design setup and testing 2 bead Production active phase of the project collecting real data 3 Inactive project closed to new records 4 Archived project no longer required in the My Projects list Archived projects can be viewed and reactivated see Other Functionality by including them in the My Projects list To do this select the Show Archived Projects option at the bottom of the page CH Show Archived Project
35. Murdoch Childrens Research Institute H ealthier Kids Healthier Future REDC rch Electronic Data Ca re User Guide File REDCap User Guide 3 00 2013 04 10 docx Author Luke Stevens REDCap Version 5 2 Murdoch Childrens Research Institute Healthier Vids Healthier Future Contents EDCa Research Electronic Data Capture EE 1 1 REDCap Research Electronic Data Capture 5 1 1 About the IE DC SEE EE E A iaia 5 1 2 EP 5 1 3 FRU INN 6 1 4 ACCESSING RED ap esornnernernnnnennnennernnnnennnennurennsennnennenennsennnennevennnennuennenennsennnennenennsennuennenennnnnnuennesennnennnee 7 Ne EN EEE EN 7 BE rg e A 7 PN 7 TAA Access fo Individual REDCap Be E 8 1 5 HE EN Hr 9 EE TOEO PE rer ter en ere tere ee rere tt 9 52 My Proll E 9 5 e E EE 9 EE En RE 10 Loa e Helle 30050100 EE EE 10 LoG MT die 11 DPR RL PO GE 12 2 1 ENN NNN 12 2 2 rette gd ME 13 2 3 ee 14 ENN 14 252 Poe TNS vrvrv4v44r 4 14 2 4 Project Setup PE 6 OIE EEE EN EL NER EE 15 LNR 15 LA WNO e 15 2 4 3 Main project settings rrrnnrrnrnrrnnnrnnnrrrnnrnnnrnnnrnrnnrnnnrnnnennnnrnnnennnennnsenneennnennnannnnennnennnsennnsnnnennnaennnennee 16 2 4 4 Design your data collection instruments rrrrronnrrrnrnnnnnrrrrnnnnnrrnrnnnnnrrnrrnnneernnnnnneernnnnnnesrnnrnnnesrnsnneee 16 GE ED 17 2 4 6 Online Designer Make Changes to a Data Collection Form 19 2 4 7 Online Designer Survey related Options rrrrnnnrrrnnnnnnnrnnnnnnnnrrnnnnnnnrrnn
36. REDCap administrator and you assign her username to the Sydney Site group The collaborator can view records that she creates or that you assign to Sydney Site but not any records that are assigned to other groups or that are unassigned to any group See User Rights for more details REDCap User Guide 3 00 2013 04 10 docx Page 35 of 91 Murdoch Childrens Murdoch Chile EDCap i ph ier Futvre Healthier Kids Healthier fi Research Electronic Data Capture 2 4 14 Move your project to production status Why All of REDCap s functionality is available to projects during the development phase and after moving to production there are restrictions placed on certain aspects of project configuration see below Making Changes to a Production Project So why bother performing this step and changing the status of your project 1 Itisa clear indication to users that the data in the project is real potentially irreplaceable project data to be treated with due care and attention 2 The restrictions on project configuration are in place to protect the integrity of your real data Making certain types of change can result in data loss and so should not be made without fully understanding the ramifications When e Have you completed all of the setup steps described throughout Project Setup Development e Have you thoroughly tested the setup of your project using realistic data e If you can answer yes to both of these questions
37. Title A 4 Please complete the survey below Page 1 of 2 Section 1 Select an option a Select an item Low High O NIA reset value Save amp Return Later REDCap Software Version 4 9 1 2012 Yanderbit University Resize font Returning Note that for multi page surveys response data is saved as a partial response with each page transition Save amp Return Later The option for respondents to save their current progress and return later to complete their response can be activated on the Modify Survey Settings page See Survey settings An alphanumeric code is generated each time a survey is begun and this is displayed to the user when they select Save amp Return Later validation code needed to return Copy or write down the validation code below Without it you will not be ableto return and continue this survey Once you have the code click Close and follow the other instructions on this page Validation code d9gkxlz7 REDCap User Guide 3 00 2013 04 10 docx Close Page 59 of 91 Research Electronic Data Capture Murdoch Childrens d Research Institute E DI a D Healthier Kids Healthier Future The respondent can bookmark the page send themselves an email containing the return link or return to the original URL and click the Returning button in the top right corner of the screen The text amp __return 1 is appended to the participant s URL Returning c E g https redcap m
38. ability to define a list of participants REDCap generates a survey URL that is unique to each member of the list which enables you to track survey who is responding to your survey invitation and who is not without requiring that the survey form contain any identifying information Participant Identifier The ability to specify an identifier for each member of the participant list is optional This means that you can choose a tracking model that best suits your project 1 No identifier the Participant List shows who has responded but there is no link from the participant to a specific response The responses remain anonymous 2 With identifier the Participant List shows who has responded and you can navigate directly to the participant s response but there is no link from the participant to a specific response The responses remain anonymous This setting is available only when your project is in Development REDCap User Guide 3 00 2013 04 10 docx Page 51 of 91 To enable participant identifiers click the Enable button Identifiers can be disabled by clicking Disable Add Participants Murdoch Childrens e Research Institute E DC A ealthier Future Healthier Kids H Research Electronic Data Capture Participant List belongingio Initial survey Pre Screening Survey w Displaying D se of D Sa Add participants E4 Compose Survey Invitations Email Participant Identifier Enable Mo participants have b
39. at contains the discrepant value by clicking on the value Clicking exclude will mark a discrepant value as not to be included as a discrepancy in future executions of this rule REDCap User Guide 3 00 2013 04 10 docx Page 79 of 91 Murdoch Childrens e Research Institute E DC A D d i utore Healthier Kids Healthier fi Research Electronic Data Capture 4 11 3 Add a New Rule Add a new rule by entering a description of the rule and the calculation expression Then click Add Add Enter descriptive name for new rule Enter logic for new rule Leo Participants below age 16 e g age 181 How do use special functions For more information on calculation expressions see Calculated Fields but remember that data quality rule expressions must evaluate to True or False 4 12 ef API The REDCap API Application Programming Interface is an interface that allows external applications to connect to REDCap It enables remote retrieval or modification of data or settings within REDCap such as performing automated data imports into or exports from a specified REDCap project The REDCap API help page click REDCap API help page has more details on the capabilities of the REDCap API and how to use it Please contact the REDCap System Administrator for assistance if you believe that you the functionality of the REDCap API might be valuable for your project REDCap User Guide 3 00 2013 04 10 docx Page 80 of 91 Murdoch Child
40. ata EXCEL EXCEL cov esv K Labels Raw Send file DATA A DEV Pathway Mapper Send file DATA e e Pathway Mapper Send filer DATA R cs Oo o Send file sara BATA G Send file The Pathway Mapper files for SPSS and SAS are Windows batch files When you have downloaded the associated syntax and data files you can run double click the pathway mapper It will update the syntax file s file handle infile statement so that it includes the full file path to the location where the files are saved Using the Pathway Mapper is optional and not possible if you use Mac or Linux You can perform the same task by manually setting the path in the syntax file or by setting the current working directory to the appropriate location Send file loads the export files into REDCap s Send It application enabling you to send the files securely to anyone All exports are saved to the database and can be downloaded again using the File Repository REDCap User Guide 3 00 2013 04 10 docx Page 67 of 91 4 2 5 Export of Checkbox Fields Murdoch Childrens e Research Institute E DC a D 1 utvfe Healthier Kids Healthier fi Research Electronic Data Capture Checkbox groups are exported as separate fields named according to the field name plus a zero based index Below illustrates the export of a checkbox field named checkboxquestion that has three checkboxes The first checkbox is unticked value 0 check
41. ation on dates availability and cost is available from CEBU https www mcri edu au research core facilities clinical epidemiology biostatistics REDCap User Guide 3 00 2013 04 10 docx Page 91 of 91
42. ays a summary view The summary view highlights what will be done with each data point in your Black text New Data import file Note data can be imported into your project to create or update records You cannot delete data using the Data Import Tool blank values in an import file will not overwrite existing data values Red text Gata that will be overwritten Red box error Orange box warning REDCap User Guide 3 00 2013 04 10 docx Page 69 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier Futore EDCap Research Electronic Data Capture When you have reviewed the summary page complete the import and commit the data to the database by clicking Import Data Submit Event for longitudinal projects Do you wish to import the new data displayed above into the project Click the button below to Import the data Import Data 4 3 6 Importing Data for Longitudinal Projects When importing data into a longitudinal project you must include a column that specifies the unique event name for each record Find the values to use on the Define My Events page from Project Setup see Define My Events study_idjredcap_event_name ljenrolment arm 1 lfrandomisation arm 1 1jfollow up 1 arm 1 1ffollow up 2 arm 1 2Jenrolment arm 2 3Jenrolment arm 1 4fenrolment arm 2 5Sfenrolment arm 1 Sfrandomisation arm 1 Sfenrolment arm 2 4 3 7 Importing Data for Data Access Groups D redcap
43. boxes two and three are ticked value 1 x Y 1 Choice 0 checkboxquestion 0 checkboxquestion 1 checkboxquestion 2 Choice 1 d 4 3 0 1 iM Choice 2 4 2 6 Data Model for Longitudinal Projects With longitudinal projects you will find that your exported data contains multiple rows per project record one row per record per event for which data is exported as illustrated below 1 study id redcap event name dob randomisation date follow up date 2 1 Enrolment Arm 1 Arm 1 30 10 2001 3 1 Randomisation Arm 1 Arm 1 01 02 2012 4 1 Follow Up 1 Arm 1 Arm 1 14 02 2012 5 1 Follow Up 2 Arm 1 Arm 1 19 02 2012 It is done this way to handle situations where a field occurs on a form used in more than one event such as follow up date in the illustration above For your analyses you will typically need to manipulate the data so that it has all data for a record in a single row Your stats package will have tools for accomplishing this kind of task e g reshape in Stata After reshaping the data above will appear like this J L M N study id dob randomisation date follow up 1 date follow up 2 date 1 30 10 2001 01 02 2012 14 02 2012 19 02 2012 See Data Model for more discussion of REDCap s internal data model REDCap User Guide 3 00 2013 04 10 docx Page 68 of 91 Murdoch Childrens d Research Institute E ID A D Healthier Kids Healthier Fotvre Research Electronic Data Capture 4 3 E Data Impo
44. cord 4 Delete the dummy record For example if you want your first record to be numbered 1001 disable record auto numbering add a record with id 1000 enable record auto numbering create another new record id 1001 will be assigned then delete record 1000 Scheduling module Enable S Scheduling module longitudinal any Disable scheduling module ongitudinal only Applicable only when you have enabled longitudinal data collection in your project See Longitudinal data collection The scheduling module works in conjunction with the events you have created for your longitudinal project See Define your events It enables you to generate an event schedule for each individual project record typically a calendar of a participant s study visits See Scheduling for a description of how to use the Scheduling functionality Randomization module Enable e Randomization module It is currently not possible to enable the randomisation module Please contact the REDCap Administrator if you want to utilise web based randomisation in your project Designate an Email Field Enable eS Designate an email field to use for invitations to survey participants H Disable Designate an email field to use for invitations to survey participants z Field currently designated email Emel addressa Applicable only when you have enabled surveys in your project See Surveys You can select a field from your data entry forms t
45. cri edu au surveys s f006ae8 amp return 1 The respondent is then given the option to restart the survey or continue where they left off by entering the code Return codes are generated and saved event if the respondent closes the survey or there is a connection problem without selecting Save amp Return Later Forgotten lost or unknown return codes can be retrieved by project users by accessing the relevant survey response See Select Existing Record REDCap User Guide 3 00 2013 04 10 docx Page 60 of 91 Murdoch Childrens d Research Institute E ID d D Healthier Lids Healthier Future Research Electronic Data Capture 3 8 Scheduling The Scheduling module is optional for longitudinal projects It works in conjunction with the events you have created to enable you to generate an event schedule for each individual project record Typically this is a calendar of a participant s study visits The scheduling module is accessed via the Scheduling button in the left hand menu of any project page Data Collection Pa Scheduling Record Status Dashboard Add Edit Records Create a Schedule Create participant schedules on the Create Schedule tab Create Schedule View or Edit Schedule Add new Study ID OR choose existing unscheduled ze Start Date 06 28 2012 Generate Schedule Notes e You can create a new record here by entering a new record identifier in the text entry box be sure to select the correct arm if you
46. ct that a field may be associated with multiple events you get a result row for each record for each event as illustrated below Date of Birth Enrol Date Randomisation Date Second Dose Date Follow Up Date Study ID Event Name fenrol date randomisation date second _dose_date follow up date study id fredcap event name dob all Enrolment 2001 10 30 2011 12 14 1 Randomisation 2012 02 01 1 Follow Up 1 2017 07 14 1 Fallow Up 2 2012 02 19 B Enrolment 1994 09 15 2011 12 14 8 Enrolment 1995 12 06 2011 12 15 It severely restricts the usage of limiters because report records for events not associated with the field will never contain data for the field the limiter is applied to and will therefore be excluded from the report results For example say we wanted to view date data for project records witha follow up date gt 2012 02 15 We could define our report to show records with follow up date gt 2012 02 15 but then data from Enrolment and Randomisation events would no longer appear in the result set because there can never be a value for follow up date associated with those events The Report Builder module is scheduled for a major overhaul including a merge with functionality currently in the Data Export Tool during 2013 In the meantime please contact the REDCap System Administrator for information about how a custom reporting plug in may be able to help you REDCap User Guide 3 00 2013 04 10 docx Page 82
47. culated Fields Are and Are Not For 86 SE Dr ENN 86 5 5 Sea teil EE 86 5 6 SEVIS win HIML rd CSS E 87 ENN 88 6 1 R M 88 6 2 USE CASES geet E EE A E E EE EEe eg 89 6 2 1 Modelling 1 n Relationships for Small n Wide Dataset ccccccssscccccesseecceceeseceeeseeesecessaeeseeeees 89 6 2 2 Modelling 1 n Relationships for Large n Linked Prolects 89 E EC NTN 89 6 2 4 Operational Support Tracking Project Milestones 89 6 2 5 Multi Arm Setup for Enrolment and Randomised Phases rrranrrnnnnnnrnnnnnrrnnnnnrnnnnnernnnnnernnnnvernnnnenennn 89 6 2 6 Contact Details Project Enquiry Form Embedded in Webpage ssssssssseesessrrrrrrrrrrrrrrrereenrnrrren 89 6 3 MIT 89 6 4 MENSEN 90 6 5 MOE EEE On eee eee eee eee ee ee 91 EL TE 91 6 5 2 REDCap System Administrator 91 Or TE 91 REDCap User Guide 3 00 2013 04 10 docx Page 4 of 91 Murdoch Childrens e Research Institute E DC A D A 1 utore Healthier Kids Healthier fi Research Electronic Data Capture 1 REDCap Research Electronic Data Capture 1 1 About the REDCap System REDCap is a secure web based application for building and managing online surveys and databases The REDCap application is developed at Vanderbilt University and software and support are available at no charge to institutional partners members of the REDCap Consortium More information including up to date statistics on the use of REDCap across the Consortium can be found on the project s web
48. d a new field it will automatically be appended to the form on this page For an overview of the different field types available you may view the Field Types video 5 min Field Type Multiple Choice Drop down List Only One Answer k Field Label 2 The Add New Field dialog opens 3 Select enter field configuration information which is hopefully fairly self explanatory and Save Ensure that any field containing data that can potentially be used to identify an individual is tagged as an identifier REDCap User Guide 3 00 2013 04 10 docx Variable Name utilized during data export IT Enable auto naming of variable based upon its ONLY letters numbers and underscore Field Label Required No Yes Prompt if field is blank Identifier G No Yes Does the field contain identifying information e g name SSN address Choices one choice per line Custom Alignment Right Vertical RY e Align the position of the field on the page Field Note optional Small reminder text displayed underneath field Looking for Branching Logic Try clicking the Y icon For this field after clicking the Save or Cancel button below How do manually code the choices Save Cancel Page 19 of 91 Murdoch Childrens e Research Institute E DC A D A 1 utore Healthier Kids Healthier fi Research Electronic Data Capture See Form Design Considerations for tips on designing data collection forms
49. d to export data delete the record and recreate it in the correct arm and then import the record s data Projects where the arm is not known at the time records need to be created a project with an enrolment phase followed by a randomisation at a later date for example should be set up with an arm specifically for the initial phase as well as arms for the randomised treatment phase Following randomisation a record can be created in the appropriate randomised arm with a record id that matches the record in the initial arm Refer to Arm Setup for Screening Phase and Randomised Phase for an example REDCap User Guide 3 00 2013 04 10 docx Page 31 of 91 Murdoch Childrens d Research Institute E DI a D Healthier Kids Healthier Future Research Electronic Data Capture 2 4 11 Enable optional modules and customizations Auto numbering for records Enable Auto numbering for records 7 Disable Auto numbering for records 7 Toggle whether you want REDCap to create unique record identifiers e g study ID using a sequential number or require the data entry person to enter each new record identifier When using auto numbering you can have your sequence begin with a number other than 1 using the following strategy 1 With record auto numbering disabled create a dummy record with an identifier one less than your desired start number 2 Enable record auto numbering 3 Create a new record this will become your first re
50. doch Childrens Murdoch Chile EDCap e r utol e Healthier Kids Healthier fi Research Electronic Data Capture 5 3 Handling Missing Values There is no standard approach to missing value handling in REDCap data entry forms but that does not mean that it cannot be dome Project designers must consider their project s requirements and define a convention that their data entry staff can apply 5 3 1 Suggested Approach for Handling of Missing Data REDCap does not contain specific functionality for missing value handling such as EpiData s ability to define a valid range plus certain specific values as valid entries in a field REDCap s validation checks however are soft checks As such a warning is generated for out of range values but the form can still be saved This means that it is possible to define a convention for missing value and query codes that can be adhered to throughout the project Ensuring that the convention is specified in field notes will assist compliance Ask the REDCap System Administrator about a custom report that can display all fields that contain missing or query codes Summary e Define codes to be used for missing values and queries throughout your project for example 1 missing 2 query e These codes can be used in numeric integer or number fields event if a valid range is specified In that case out of range warnings will be generated but data entry personnel will know to expect the
51. dvanced Branching Logic Syntax box 4 Click Save ka See Branching Logic Delete a field 1 Click the Delete button REDCap User Guide 3 00 2013 04 10 docx Page 20 of 91 Murdoch Childrens d Research Institute E DI a D Healthier Kids Healthier Future Research Electronic Data Capture 2 Confirm the deletion The field will be permanently deleted There is no Undo Add a matrix of fields Where you have a series of categorical fields that share a common set of responses you can create a matrix of fields How MOTIVATED are you to Hot at all motivated A little Some A fair amount Very motivated D Improve vour body image O O raset Learn about managing your emotions ani stress reset Radio button or checkbox option labels are moved into a shared header section that saves some screen space and helps improve the appearance and usability your form 1 Click Add Matrix of Fields Add Matrix of Fields 2 The Add Matrix of Fields dialog opens Add Matrix of Fields x You may add or edit a matrix i e grid of project fields on this data collection instrument by completing the fields below By providing all necessary info below and clicking Save the new matrix of fields will be added to the form on this page A Field Label and Variable name must be provide for each field in the matrix and you must also set the Choices i e matrix column headers and answer format Single Answer vs Multi
52. eduling Report Close X 2 Print page Download report as 38 Microsoft Excel CSV 25 XML Staying Fit Scheduling Report Baseline Date Time Event Status Record Notes Baseline Visit Date r tri alvisdat 2011 12 08 Session 1 Due Date 20011 2011 12 08 2011 12 08 eligible randomised amp participating 2011 12 08 Session 1 Due Date 20012 2011 12 08 2011 12 08 eligible randomised amp participating 2011 12 08 Parents Baseline Measurement Due Date 20018 2011 12 08 2011 12 15 Session 2 Due Date 20011 2011 12 08 2011 12 08 eligible randomised amp participating 2011 12 15 Session 2 Due Date 20012 2011 12 06 2011 12 08 eligible randomised amp participating 2011 12 22 Session 3 Due Date 20011 2011 12 08 2011 12 08 eligible randomised amp participating 2011 12 22 Session 3 Due Date 20012 2011 12 08 2011 12 08 eligible randomised amp participating 2011 12 29 Session 4 Due Date 20011 2011 12 08 2011 12 08 eligible randomised amp participating 2011 12 29 Session 4 Due Date 20012 2011 12 08 2011 12 08 eligible randomised amp participating REDCap User Guide 3 00 2013 04 10 docx Page 65 of 91 Murdoch Childrens Murdoch Chile EDCap Healthier Kids Healthier Fotvre Research Electronic Data Capture 4 2 Data Export Tool Use the Data Export tool to download your project data in a variety of formats This module is scheduled to be upgraded and merged with the Report Bu
53. een added Participant List belongingto Initial survey Pre Screening Survey w Displaying ae of D La Add participants E4 Compose Survey Invitations Email Participant Identifier optional Disable Mo participants have been added There are two options for populate your participant list 1 Click Add Participants and enter e g copy and paste your list of email addresses and identifiers if enabled one per line lt email address gt email only with no identifier lt email address gt lt id gt comma separated email id when identifiers have been enabled 2 Designate an email field from your data collection forms Email data entered into this field will be used to populate the Participant List automatically Participant List Displaying of 9 Email ar meriedu au b rmcr edu au 1 luke ztevenstk nmcCr GOU au 21 luke stevens meriedu su Note Remove all participants Je Add participants Send Survey Invitations Export list Participant Identifier optional Link Sent Msg Responded d remove NOM Ga remove 0003 G remove e Participant Identifier values must be unique e Email addresses need not be unique You may add your own or a project email address for all records for example if you wish to tailor each request to each specific participant and send the request email yourself Send Survey Invitations Clicking Compose Survey Invitations enables you to send email invitatio
54. elds e Require a reason when making changes to existing records o With this option selected the user must enter some text as a reason for change each time a form is saved except when the record is initially created o Users can find this intrusive for longitudinal or multi form projects as the dialog box appears even when entering new data on a form that is not the first form i e when the record is created REDCap User Guide 3 00 2013 04 10 docx Page 33 of 91 Murdoch Childrens e Research Institute E DC A ealthier Fotore Healthier ids H Research Electronic Data Capture 2 4 12 Set up project bookmarks optional This optional task enables configuration of links to other REDCap screens or projects or to external web pages To create these links select Add or edit bookmarks on the Project Setup page The bookmarks appear in a Project Bookmarks section in the left hand menu panel if Data Quality Link Link Label Link URL Destination Link Type User Access Si Ab E Report Builder Opens new Append record Append project Delet window Inte ts URL IDtourL all users e o o o x 1 REDCap Training Project title REDCap Training REDCap Project v Selected users Project Bookmarks REDCap Training Help amp Information Notes REDCap User Guide 3 00 2013 04 10 docx Simple Link wl Di Alueers Enter the label for the link as it is Enter the web address URL for the link
55. endar format using the Calendar module REDCap User Guide 3 00 2013 04 10 docx Page 62 of 91 Murdoch Childrens d Research Institute FDC a D Healthier Kids Healthier Future Research Electronic Data Capture 3 9 Double Data Entry Double data entry is a tried and tested strategy for validating data entered manually Ideally all records would be entered twice by different data entry persons but if this is not practical double entry and checking of just a sample can be a worthwhile compromise REDCap contains specific functionality for managing double data entry but there is a requirement that specific users are allocated to entry roles 1 and 2 This is often too restrictive for projects that have several data entry staff that might fulfil different roles at different times The recommended method is for each record to be entered as normal once then for a duplicate record to be entered as a new record but with a suffix appended to the record identifier for example study id 1001 1002 1003 1001 duplicate 1002 duplicate 1003 duplicate Validation of the data entry is performed using the Data Comparison Tool and source data e g paper CRF Each pair of records is viewed in the tool which highlights any instances where a field value differs between the pair Data can be corrected and the duplicate records dropped from data exports prior to analysis 3 10 Deleting Test Data At any stage during the development phase of a
56. entifiers or indeed may contain any information that could potentially be used to identify a participant are marked as identifying fields This helps to protect confidential data from access by users that are not permitted to view it See Data Export REDCap User Guide 3 00 2013 04 10 docx Page 36 of 91 Murdoch Childrens Research Institute Healthier Kids H EDCap Research Electronic Data Capture ealthier Future 2 5 In Production 2 5 1 Differences from Development A quick summary of what changes when your project is moved from development into production 1 The green tick icon is displayed against the project in the My Projects listing 2 Nomore erase all data option see Other Functionality 3 Certain project configuration alterations are restricted see below Making Changes 4 Changes to data collection form fields no longer occurs in real time see below Making Changes 5 Versions of the data dictionary are maintained and are available for download from the Project Revision History tab 2 5 2 Making Changes to a Production Project What You Can Change e Project Setup O Project settings and customisations It is possible to alter your selections for these project level settings see Main project settings Enable optional modules and customizations However whilst amending the project title might well be fine changing the type or structure of the project e g implementing surveys
57. es to which a notification email will be sent upon completion of every completed survey response The email addresses listed are the primary email address of each user that has been granted access to the project See User Rights Automated Invitations Email invitations may be sent to participants manually using the Participant List see Survey Invitations Invite Participants Alternatively you can configure invitations to be sent automatically by REDCap upon certain criteria being met using the Automated Invitations option e Click Automated Invitations e If your project is longitudinal select the event e The Define Conditions for Automated Survey Invitations dialog is displayed gt Define Conditions for Automated Survey Invitations Instructions In this pop up you may define your conditions for automated survey invitations that will be sent out for the survey and event if longitudinal project listed in the Info box below Automated survey invitations may be understood as a way to have invitations sent to your survey participants but rather than sending or scheduling them manually via the Participant List the invitations can be scheduled to be sent automatically i e without person sending the invitation based upon specific conditions such as ifthe participant completes another survey in your project or if certain data values for record are fulfilled Using the settings below you may compose your survey invitation messa
58. f 91 Murdoch Childrens Research Institute Healthier Kids Healthier Future e Note the link to the data entry forms that are associated with the study event Click the link to go to the form for data entry EDCap Research Electronic Data Capture e The Event Status field has five settings 1 Due Date 2 Scheduled i 3 Confirmed 4 Cancelled 5 NoShow o The coloured event status indicator changes as shown according to the status of the event REDCap ascribes no particular significance to the status of an event which means that you can use these status flags in any way that suits you The wording of the label does not bind you to any specific meaning 4 1 2 Scheduling Report Day Week Month Agenda dch Print Calendar D enn 0 pr December 2011 v i Scheduling Report The Scheduling Report is an MCRI customisation that enables you to view and download in CSV format a report showing details of each event in the period selected on the Calendar screen To run a Scheduling Report click the Scheduling Report button to the top right of the calendar The Scheduling Report can also include fields from your data entry forms You might for example want to include participant name and contact details in the report to assist the project team in contacting participants that are due to attend their next study visit during the next week Contact the administrator with the field names you would like included in the Sch
59. form exists for the project non longitudinal or for the current event longitudinal Cancel Cancels all updates and closes the form no changes are saved View returns to record selection page for non longitudinal projects or the Event Grid for longitudinal projects Delete Record Shown only to users with the appropriate permissions Deletes the record Be careful there is no Undo Lock and E signature Lock this record for this form F L tk If locked no user will be able to edit this record on this form until someone with Lock Unlock privileges unlocks it GI E signature hat is this The option to lock the current data entry form is displayed to users that have Lock Unlock permission A locked form cannot have any edits made The E signature option is displayed to users that have the e signature permission on forms for which the e signature option is enabled The user enters their username and password to effect a signature See Record Locking Customisation and User Rights for more information REDCap User Guide 3 00 2013 04 10 docx Page 58 of 91 Murdoch Childrens Research Institute Healthier Vids Healthier Future 3 7 Survey Data Entry Survey Data Entry Form EDCap Research Electronic Data Capture Survey data entry pages appear as plain data entry forms without any extraneous display such as menus You can add your own project branding to survey pages see Survey settings Survey
60. form text Date of Event Data dictionary in Notepad E REDCapUserGuide DataDictionary 2012 06 22 1 csv Notepad File Edit Format View Help variable Field Name Form Name a Header study id demographics text study ID ee first name demographics Bemograp Jos Information text First Name a133333 last name demogr ap ics text Last Name ayya5555 dob demographics text Date of Birth 1 Hate My 153033 sex demo raphics dropdown Gender OG Female 1 Malen NN NN Street City State LP a aoe tee oa phone_number demographics text Phone number phone eyentdate visit form text Date of Event Field Type Field Label Choices When editing the data dictionary there are certain things to bear in mind about what is and what is not permitted REDCap User Guide 3 00 2013 04 10 docx Page 27 of 91 Murdoch Childrens e Research Institute E DC a D Healthier Kids Healthier Future Research Electronic Data Capture You can You cannot e Add new rows i e add new fields and matrix e Add remove rename or rearrange columns groups e Have any blank rows e Delete rows i e remove fields e Mix up the fields from different forms forms e Change form name although some changes to fields must appear together in blocks of adjacent how names are formatted e g ALL CAPS must rows be done using the Online Designer e Move fields to a different form e Re order fields in a form e Re
61. formation from CSV data such as leading zeros and specific date formatting dl E temp csv Notepad Dia fed Pariah ariel s temp csy tt File Edit Format View Help Home Insert Page Layout Formulas recid date of birth phone number OOOO1 1990 03 22 0412341234 OOOO 1985 10 30 0312341234 recid C 1 fdate of birth phone number 2 1 22 03 1990 412341234 3 2 30 10 1985 312341234 REDCap User Guide 3 00 2013 04 10 docx Page 16 of 91 Murdoch Childrens d Research Institute EDCa p Healthier Kids Healthier Futore Research Electronic Data Capture 2 4 5 Online Designer The Data Collection Instruments view of the Online Designer lists the instruments that exist in a project and provides functions for manipulating them at the instrument level as opposed to the manipulation of items within an instrument Project Setup Online Designer e Upload Data Dictionary Add new instrument Create a new instrument From scratch Data Collection Instruments Download a new instrument From the REDCap Shared Library 4 i view Enabled as i i Instrument name Fields PDF Survey Instrument actions Survey related options Randomisation Data 3 T Enable Rename Delete eDiary ei T vr F Rename SS Delete amp Survey settings Motifications Automated Invitations Shared Library The Shared Library is a repository of data collection instruments that can be downloaded and used
62. ge and then specify the conditions that must be met in order to send schedule the invitation You will also need to provide the time at which the invitation will be sent Tell me more Info Survey title eDiary Event Day 2 ear Conditions Specify conditions for sending invitations C when the following survey is completed select survey C When the following logic becomes true i Compose email message Fram Luke Stevens luke stevens rmeriedu au select any project user to be the Gender e og enrollment arm 1 age 30 and enrollment arm 1 gender 1 How do I use special functions To All participants who meet the conditions defined Subject LH When to send invitations after conditions are met Send immediately Send on next at time Send after lapse oftime days hours minutes Send at exact date time Activated HOTE The survey link will be automatically included in the email Activate these automated invitations In order for automated survey invitations to be message sent using these specified conditions tt must be setto Active You may make them Mot Active and vice versa at any point in the future You may use HTML formatting in the email message sb bold u underline lt i gt italics lt a href gt link etc Active O Not Active Save Cancel The Instructions text including that shown when clicking Tell me more is fairly complete but to s
63. ginning of the survey You can use the HTML button tm that appears below the text entry box to use HTML and CSS to apply richer formatting and styling to the instruction text See Styling with HTML and CSS e Survey Expiration Specify a date and time after which the survey becomes inaccessible e Allow Save amp Return Later With this option selected respondents may choose to save their current progress and return to complete the survey later The respondent is shown a return code that they must make a note of and enter to recommence the survey data entry A respondent s return code can be accessed by project users that have permission to access survey responses The return code is displayed in the header of the respondents data entry form see Select an Existing Record to see how to do this e Redirect to a URL Specify a web page to which survey respondents will be redirected upon completing the survey e Survey Acknowledgement Specify a thank you and acknowledgement message to be displayed upon completion of the survey You can use the HTML button tm that appears below the text entry box to use HTML and CSS to apply richer formatting and styling to the instruction text See Styling with HTML and CSS REDCap User Guide 3 00 2013 04 10 docx Page 24 of 91 Murdoch Childrens d Research Institute E DI A D Healthier Kids Healthier Future Research Electronic Data Capture Notifications Select email address
64. hat REDCap will use to build the Participant List and when sending automated survey invitations REDCap User Guide 3 00 2013 04 10 docx Page 32 of 91 Murdoch Childrens Murdoch Chile EDCap e r utore Healthier Kids Healthier fi Research Electronic Data Capture Additional customizations Various additional customisations are available and the Make optional customizations to your project dialog provides comprehensive information about usage for each In summary e Define a secondary unique field o Afield in addition to the primary record identifier for which REDCap will ensure the uniqueness of all values o Values will also be included alongside the primary record identifier in the record selection lists o It is not possible to specify that the combination of two or more fields be unique e Order fields by another record o Select a field other than the primary record identifier by which to sort records in the record selection lists e Seta custom record label o Specify other fields data from which is included alongside the record identifier in the record selection lists o Very useful See Linked Projects for an example e Enable the data history widget o Leave this ticked e Display the Today Now button for all date and time fields o Itis common to have option ticked but the feature is used less often than you might think except in testing o This is a project level setting it is not possible to set this for individual fi
65. ic is working properly skipping questions on pregnancy for male participants for example Check that required fields are marked as such REDCap does permit you to leave required fields blank but will warn you when you try to save the record 5 2 3 Testing Changes to Projects in Production When your project is in production changes to your data entry forms are made in Draft Mode See Making Changes to a Production Project for more information When making changes in draft mode the current versions of your data collection forms remain active in the system This is a problem if you are making any non trivial alteration because you are unable to test the draft changes to ensure that it functions as you expect You have two options to work around this issue 1 Create a practice project and set it up with the new fields you require along with any dependencies This method is particularly suited to testing calculation and branching logic expressions 2 Create a copy of the project including an import of the current data Make the changes in this copy and test thoroughly with the real data Depending on the type and extent of the changes it may even be more practical to move the copied project into production with refreshed live data and archive the original now out of date project This method is particularly suited to changes implementing new forms and or event schedules REDCap User Guide 3 00 2013 04 10 docx Page 84 of 91 Mur
66. ified Records above With record auto numbering switched off see Auto numbering for records records are created by entering the new record identifier into the text entry box The first data entry form will open and show the new record identifier The new record and its identifier is not saved until you save the data entry form If you project has multiple arms you must select the appropriate arm before creating the record See Creating a New Record Arms Data Import See Data Import for more information about importing data Data import files must contain a record identifier column e g study id and the record identifier value e g 1001 must be present in each data row REDCap User Guide 3 00 2013 04 10 docx Page 46 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier patate REDCap Research Electronic Data Capture 3 2 3 Creating a New Record Arms You must select the arm appropriate to your new record before creating the record in the same manner as described above Total records 0 Choose an existing Recrutment Source ID Am TVIHSP se Selectrecord ze Enter a new or existing Recruntment Source ID Am 1 VIHSP ze Arm 2 SCOUT Arm 3 CHIVOS For longitudinal type projects where multiple Arms are defined see Defining Arms each arm functions essentially as a distinct project Record identifiers are unique only within an arm you can have a record identified with study id 1001 in both A
67. ilder during 2012 4 2 1 Export Type The initial Data Export page displays three options 1 Simple Data Export for a one click download of all data in the project 2 Advanced Data Export for selecting a subset of fields to download and selecting de identification options 3 Other Export Options for a download of all data entry forms with data in PDF format 4 2 2 Advanced Export The advanced data export option enables you to select specific fields to include in the export including shortcuts for e Select Deselect all fields from all forms e Select Deselect all fields from a specific forms e Select Deselect an individual field Currently it is not possible to filter records the exported dataset will contain all records that have data saved for any fields selected 4 2 3 De Identification The de identification options shown are pretty self explanatory In summary e Known identifiers obfuscate record identifiers and or ensure all fields that are flagged as identifiers in the online designer or data dictionary are excluded from the export e Free form text text entry fields with no validation and particularly Notes type fields can have identifying information entered into them You can opt to exclude such fields from the export e Date and datetime fields can be excluded or date shifted whereby all dates for each record are shifted by a random but consistent number of days record 1 dates all 23 days record 2 dates all 201
68. ill be best as early in the project as possible CEBU s Data Management web pages https www mcri edu au research core facilities clinical epidemiology biostatistics data management has a Project Data Management Plan document template that can function as a checklist of data management issues to consider of which the selection of appropriate database software is but one REDCap User Guide 3 00 2013 04 10 docx Page 90 of 91 Murdoch Childrens d Research Institute E DI el D Healthier Kids Healthier Future Research Electronic Data Capture 6 5 More Help 6 5 1 This Guide The author welcomes any and all queries comments and suggestions regarding the content and presentation of this user guide Criticisms should be sent to noreply redcapguide mcri edu au Document History REDCap User Guide 2 00 2012 08 07 docx 07 Aug 2012 4 13 6 5 2 REDCap System Administrator For more information about accessing REDCap or for help and advice on REDCap usage contact the REDCap administrator Luke Stevens Data Management Coordinator Clinical Epidemiology and Biostatistics Unit CEBU Murdoch Childrens Research Institute The Royal Children s Hospital Flemington Road Parkville Victoria 3052 Australia T 61 0 3 9345 6552 F 61 0 3 9345 6000 E luke stevens mcri edu au W http www rch org au dmo http intranet mcri edu au page id 11954 6 5 3 Training An introductory training course has been developed Inform
69. ing and forms is fine o Change Form order Generally unproblematic but to make a different form the first form you must use the data dictionary because the record id field must remain the first field of the first form i e row 2 of the CSV file o Change Form fields Fields may be added edited or deleted Deleting fields will of course result in data loss if data has been saved for the fields but also be careful when changing field type Certain field type changes may also result in data loss see below o Adda new form New forms can be created either with new fields or using a subset of fields from a different form o Delete a form amp Moving all fields from one form onto another form is fine but deleting fields will result in data loss if any data has been saved for those fields REDCap User Guide 3 00 2013 04 10 docx Page 38 of 91 Murdoch Childrens Research Institute e H r utol e Healthier Kids Healthier fi Research Electronic Data Capture REDCap o Adda field Adding new fields to forms is fine o Delete a field Deleting a field is fine provided that you understand that any data has been saved for the field will be lost o Edita field Some types of edit are unproblematic but others may have repercussions Change field name E Changing the name of a field is effectively the same as deleting the original and creating a new similar field Any data saved under the original name will be l
70. ject files 4 6 1 User Files The User Files menu tab is where you view all files that have been uploaded for a project User Files Ca Data Export Files Upload New File Filter by file type Action E Project protocol P File name My Drotocol doc fe Date uploaded 06 29 2012 vi p File size 10 KB gi Notes e The four Actions are Download file Edit label o Remove file Send the file to anyone using Send It O O O O e All files will be visible to and all actions can be performed by any user that is given access to the File Repository module 4 6 2 Data Export Files The Data Export Files menu tab gives users with Data Export permissions access to the history of data exports 4 6 3 Upload New File Uploading a new file is very straightforward select the Upload New File menu tab select the file to upload and give it a label then click Upload File Adding new file Document C Documents and Setti Browse Project protocol Name Label Upload File REDCap User Guide 3 00 2013 04 10 docx Page 73 of 91 Murdoch Childrens e Research Institute po E DCa D e r utol e Healthier Kids Healthier fi Research Electronic Data Capture 4 7 amp User Rights 4 7 1 Creating Users All REDCap users must obtain their own individual REDCap user account The REDCap System Administrator will create new user accounts upon request External Non MCRI Users Accounts can be created for anybody
71. l dates view edit copy delete 3 Packs to send view edt copy delete REDCap User Guide 3 00 2013 04 10 docx Page 81 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier tore The My Reports table on the Report Builder page provides buttons for report operations o Edit the Edit view mirrors the report creation view and enables you to amend the fields included in the report o Copy anew copy is created and shown in the Edit view You must define a new name Delete Delete the report Be careful there is no Undo o View View the report in your browser e Download as CSV or XML e The record identifier field if included functions as a link directly to the record EDCap Research Electronic Data Capture O Download report as 38 Microsoft Excel LV W8 XML Number of results returned 5 Gel Print page Exit this report Total number of records queried 10 records total available data across designated Events Ol Study ID Event Name Date of Birth Disease State Enrol Date study 1d fredcap event name dob disease state enrol date d Enrolment 2001 10 30 bad 2011 12 14 2 Enrolment 1994 09 15 iffy 2011 12 14 3 Enrolment 1995 12 06 2011 12 15 5 Enrolment 2005 03 10 WOrse 2011 12 14 P Enrolment 2003 07 25 Mild 2012 02 01 4 13 3 Reports in Longitudinal Projects The current report builder is very limited when it comes to building report in longitudinal projects Due to the fa
72. l to re import the record s data 7 View the newly imported record to ensure that the data has been imported as you expect 8 Delete the original record from the incorrect arm To perform these tasks user s require Create Record and Delete Record permissions and permission to access the Data Export and Data Import modules See User Rights REDCap User Guide 3 00 2013 04 10 docx Page 47 of 91 Murdoch Childrens Murdoch Chile EDCap e r utol e Healthier Kids Healthier fi Research Electronic Data Capture Switching Arms Progression Through Study Projects where the arm is not known at the time a record is created should be set up with an arm specifically for the initial phase as well as arms for any subsequent phase s Create the record in the initial arm then later create a record in the appropriate subsequent arm with a record id that matches the record in the initial arm REDCap warns you of the duplicate identifier but in this case you expect to see this message you have mistyped the identifier if you don t Refer to Arm Setup for Screening Phase and Randomised Phase for an example project with an enrolment phase followed by a later randomisation 3 2 4 Select Existing Record Select Records can be selected either directly from the drop down lists labelled Incomplete Unverified and Complete or by typing the record identifier into the text entry box See Form Data entry for more on the Incomplete vs Unverified vs Com
73. lation and branching logic expressions 2 Create a copy of the project including an import of the current data Make the changes in this copy and test thoroughly with the real data Depending on the type and extent of the changes it may even be more practical to move the copied project into production with refreshed live data and archive the original now out of date project This method is particularly suited to changes implementing new forms and or event schedules REDCap User Guide 3 00 2013 04 10 docx Page 41 of 91 Murdoch Childrens ma Research Institute E DI a D Healthier Kids Healthier Future Research Electronic Data Capture 2 5 3 Project Revision History f Project Home Project Setup 2 Other Functionality Project Revision History The tables below list information about when major changes and revisions were made to the project The firsttable below displays when the project was created and if the project is in production lists the time it was moved to production as well as any revisions made to the project fields while in production You may also download any of the Data Dictionaries from past revisions The table atthe bottom displays general statistics with regard to the times of project changes and revisions Project Revision History Created project 0525 2011 1 56pm Created by luke stevens Luke Stevens Moved to production 09 08 2011 4 30pm Download data dictionary Moved to production by luke stevens Luke
74. ldrens d Research Institute E D A D Healthier Lids Healthier Futvre Research Electronic Data Capture 3 4 Survey Invitations Invite Participants The Manage Survey Participants link in the left hand Data Collection menu takes you to the Invite Participants page and options for providing access to your survey for your intended participants Data Collection Bi Manage Survey Participants Get public survey link or build participant list For inviting respondents 3 4 1 Public Survey Link Public Survey Link g Participant List gt Survey Invitation Log A public survey is a survey that is accessed via a single generic URL Records are created by responses to the survey so it is required that the first data collection instrument be enabled as a survey The generic public survey URL can be included in emails web pages or elsewhere Respondents accessing this URL do so anonymously so you may require each respondent to provide relevant details that can be used to identify them in any associated follow up Public Survey URL Attos redcap mcriedu aulsurveys s f00bae There is the option to obtain a shorter more easily typed link by clicking the Get shorter survey link link The link generated when accessed will redirect the user s browser to the regular public survey URL 3 4 2 Participant List amp Public Survey Link amp Participant List Survey Invitation Log A powerful feature of REDCap surveys is the
75. lly from their data entry forms following import REDCap User Guide 3 00 2013 04 10 docx Page 70 of 91 Murdoch Childrens d Research Institute E DI A D Healthier Kids Healthier Fotvre Research Electronic Data Capture 4 4 L Data Comparison Tool The Data Comparison Tool enables you to select two records including the event for longitudinal projects to compare any data side by side Fields are highlighted where data values differ between the two records See also Double Data Entry L5 Data Comparison Tool This page may be used for comparing two records currently in the project Select record from each of the lists below and hit the Compare button comparison table vill then be displayed showing the differences between the two records Study ID 1 Enrolment se 2 Enrolment w deb Print page Differences were found between the two records The table below compares the two records named 1 and A Only the fields that have differing values are listed below Ifyou need to correct or change the value of one ofthe records below simply click on the data displayed in red and it will take you to that form for that particular record Study ID Label eld name Form Name 1 Enrolment 2 Enrolment Date of Birth paot Enrolment Details 7001 10 30 1994 09 15 Disease State folsease state Enrolment Details bad iffy REDCap User Guide 3 00 2013 04 10 docx Page 71 of 91 Murdoch Childrens d Research Institute E ID A D Heal
76. m and can cancel the warning and proceed e Such numeric codes can be used in text and notes fields equally well as in numeric fields e Date and datetime fields require valid dates date times 9999 09 09 missing 8888 08 08 query for example e The missing and query codes should be included as valid responses in all categorical fields O No 1 Yes 1 Missing 2 Query for example Checkbox groups provide more of a challenge as each individual check box is by nature a binary response it is not possible to include extra options to ticked unticked A suggested work around is to add an additional field for check box group data present with a 1 Valid 1 Missing 2 Query response Branching logic can be used to hide the check box group unless the response is 1 Note that sometimes there is simply no distinction between a check box group with missing data and a check box group where none of the options correspond to a desired response e Use the Field Note option to add reminders of the missing and query codes to the data entry forms Doing that is a straightforward copy and paste job in the data dictionary Contact the administrator to include a Missing and Query Codes custom report in your project REDCap User Guide 3 00 2013 04 10 docx Page 85 of 91 Murdoch Childrens ma Research Institute E DI a D Healthier Lids Healthier Futvre Research Electronic Data Capture 5 4 Calculated
77. mpletion data form Human Cancer Tissue Biobank Contains five data entry forms for collecting and tracking information for cancer tissue Contains nine data entry forms beginning vith a demography form for collecting data Longitudinal Database 1 arm longitudinally over eight different events Contains nine data entry forms beginning vith a demography form for collecting data on two different arms Drug and Drug Bl with each arm containing eight different events Create Project Creating a new project is as simple as selecting Create New Project and completing the form with the relevant details All of the settings specified here can be altered later from the Project Setup page See Project Setup Longitudinal Database 2 arms Title The project s title displayed in the My Projects list and in the page header of project pages Purpose of this project Indicate the purpose of the project Note that Research is not the only option REDCap can be used to support other activities such as query tracking and research group administration See Use Cases Start project from scratch or begin with a template Pretty much self explanatory e Create an empty project creates a project with nothing yet configured and no data entry forms e Usea template a project will be created by copying configuration settings and data entry forms from the template project that you select from the list REDCap User Guide 3 00 2013 04 10 docx Page 12
78. n Links providing navigation options around the REDCap application e Log out e REDCap image return to My Projects list e My Projects e Project Home this page e Project Setup see Project Setup Also indicated is the current status of the project 2 Data Collection Links for record operations e Create anew record Select and view an existing record Navigate between events and forms for an existing record Create and view participant schedules 3 Applications The applications are REDCap modules that provide functionality for managing your project and the data it contains See Applications REDCap User Guide 3 00 2013 04 10 docx Page 13 of 91 Murdoch Childrens e Research Institute E DC A D D a 1 uT vi e Healthier Kids Healthier fi Research Electronic Data Capture 4 Help amp Information Access REDCap s help and training materials 5 Project Tabs Access to REDCap s main project configuration screens 6 Quick Tasks Shortcuts to selected applications plus the Copy Project option 7 Dashboard A brief summary of project level information 2 3 Project Lifecycle 2 3 1 Project Status A REDCap project can exist in one of four status categories at a given time 1 2 3 2 Development A project in the design setup and testing phase No real data is entered Production Real data is being collected Alterations to project configuration and setup are possible but should be inf
79. nnnnnernnnnnnesrnnnnnnesrnnrnnnesrnsnneee 24 LAS DNTV 27 2 4 9 Online Designer Data Dictionary Equivalence ccccccccceceeeeeeeeeeeceeeceeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 29 2 4 10 Define your events and designate instruments for them Longitudinal only rrrrrrrnnnnnnnnrrr 30 2 4 11 Enable optional modules and CUSTOMIZATIONS cseesccccesssecceccesseccecceeecceesaueeeessaueeeessaaasees 32 2 4 12 Set up project bookmarks optional 34 2 4 13 User Rights and Permissions rrannrrrnnnnnnnrrnnnnnnnrrnnnnnnnrrnnnnnnnsrnnnnnnnsrnnnnnnesennnnnnssnnnnnnssrnnnnnnessnnsnnsee 35 REDCap User Guide 3 00 2013 04 10 docx Page 1 of 91 Murdoch Childrens Research Institute EDCap Healthier Kids Healthier Future Research Electronic Data Capture 2 4 14 Move your project to production status 2 5 Je 2 01010 go EN E E E E E 37 25 1 Differences irom Developmen EE 37 2 5 2 Making Changes to a Production Project cccccccsssscccsssssssccsssssssccscosssscescesssscensesssscensesssssensesssss 37 253 Project Revsnes 42 2 6 Other FUNCTIONGIILY EE 43 3 BE Mg EE ET EE EE EE ET 44 3 1 Data Entry Navigation rarrnnernnerrnnernnnrnnnrrnnnrnnnrnnnsnsnnrnnnrnnnennnnrnnnsnnnsnnnnrnnnennnsnnnnvnnesnnnsnnnnennnsnnnsnnnnennnsnner 44 Sel Data EAN Navigation SUIV EY Lassen eee erdan 44 3 1 2 Data Entry Navigation Data Entry Forms Non Longttugdimall 44 3 1 3 Data Entry Navigation Data Entry Forms ILongttudinalt
80. nnnnnnnerrnrnnneerrnrnnnesernnnnnsssennnn 70 4 3 7 Importing Data for Data Access Groups rrrrnnrnrrnrnnnnnrrnrnnnnrrrnrnnnnnrrnrnnnnsennnnnnnesnnnnnnnsnnnrnnnesnnnnnneesennnn 70 4 4 Data Comparison TOO EE 71 4 5 Kor To EEE REE ENE RE 72 4 6 SEN DOTO EEE EEE EEE EE EE EE euaancae 73 VERNE JJ 73 DENN PG 73 1255 NNN 73 4 7 Ve E 74 AA Gi 120 SE ETE EEE 74 AJ AGG E RETTEN 74 4 7 3 Edit User Permissions EEN 74 4 7 4 Data Access NPR 75 4 8 Record Locking SAN 77 4 9 E Signature and Locking Management srsiscccsssascausassescusoussatenoseesnetecensensteciesiuesceaseesreseseetacenceusvasscdedegarece 77 4 10 Graphical Data View amp EC 78 4 11 BO EE 79 4 11 1 Sg 79 4 11 2 DISCFE 01 0 EE 79 4 11 3 Add NN 80 Gu E EEE EE NE NN 80 4 13 RT NNN 81 4 13 1 create NNN 81 4 13 2 a eg EE EE EE 81 4 13 3 Reports in Longitudinal Project 82 SPEND 83 5 1 Form Design Considerations ss ssssessssessseressserssrressrressrressrerssreessrerssrressresssreessreessrressreessrresseeesseene 83 5 2 TER 84 LNR 84 NNN 84 5 2 3 Testing Changes to Projects in Production rrrrnnnnnnnrrnnnnnnnrrnnnnnnnnrnnnnnnnernnnnnnnsrnnrnnnesernnnnnessennnnneseee 84 5 3 Handling Missing EE 85 REDCap User Guide 3 00 2013 04 10 docx Page 3 of 91 Murdoch Childrens e Research Institute E DC cl ealthier Fotore Healthier ids H Research Electronic Data Capture 5 3 1 Suggested Approach for Handling of Missing Data 5 4 Calculated Ge EE 86 5 4 1 What Cal
81. not using Windows operating system such as Mac or Linux please see the Additional Instructions 1 Now double click on the sps file which will open SPSS When the file is loaded and displayed choose Run gt All from the top menu options This action will launch the script that will automatically read in all data and manipulate data fields with labels option values etc Additional instructions SAS Statistical Software Instructions Download and save all 3 files on the right to common location First double click on the Pathway Mapper bat file which will run quickly and invisibly If you are not using Windows operating system such as Mac or Linux please see the Aaaitiona instructions 3 Now double click on the 5sas file which will open SAS When the file is loaded and displayed choose Run for Run gt Subit from the top menu options This action will launch the script that will automatically read in all data and manipulate data fields with labels option values etc Additional instructions R Statistical Software Instructions Use command read csvi filename to read in data file STATA Analysis and Statistical Software Instructions Download both files to common location and double click on do file This action will launch the script that will automatically read in all data and manipulate data fields with labels option values etc REDCa Research Electronic Data Capture p Download Syntax amp D
82. ns to members of your participant list REDCap User Guide 3 00 2013 04 10 docx Page 52 of 91 A 1 vtvre Healthier Kids Healthier fi Research Electronic Data Capture Murdoch Childrens e Research Institute E DC A D b Email a Survey Invitation to Participants Info e Participant List Actions checkfuncheck participants ze Survey title e Diary kr those who have not responded Event Randomisation EG Ss Email Participant Identifier Scheduled Sent When should the emails be sent EE Immediately bigemail com At specified time The time must be forthe time zone System Localtime in which the current time is 04 09 2013 11 14 E Compose email message From luke steyens meri edyg au k To All emails selected from Participant List Subject NOTE The survey link will be automatically included in the email message ou may Use HTML formatting inthe email message lt b gt bold lt u gt underline lt i gt ttalics lt a href link etc Send Emails Cancel e Indicate whether the message s is are to be sent immediately or at a specified time e Select the email address that you want the message s to be sent from You can add additional email addresses to your REDCap account on the My Profile page A verification process is enforced to ensure that you have access to all of the email account s e Set the message subject and body the participant s unique URL will automatically appended to the mes
83. ntains the specification of all fields in your data collection forms the form metadata In other words the data dictionary is your project s code book Download the Current Data Dictionary The current data dictionary can be downloaded using the link in the Design your data collection instruments section of the Project Setup page and also from the Upload Data Dictionary tab accessible by clicking the Upload Data Dictionary button Project Setup Online Designer Upload Data Dictionary Edit the Data Dictionary Always download the current version of the data dictionary before making new updates Changes made using the online designer or by other users will be lost if you make changes in and upload an out of date data dictionary The data dictionary is in CSV format which is plain text with values delimited with commas see note Excel is generally the tool of choice for editing CSV files but you may use any spreadsheet program or text editor Data dictionary in Excel B C D E F Variable Field Name IForm Name Section Header Field Type Field Label Choices Calculations 2 study id demographics text Study ID 3 first name demographics Demographics Information text First Name 4 last name demographics text Last Name 5 dob demographics text Date of Birth D sex demographics dropdown Gender 0 Female 1 Male 7 address demographics notes Street City State ZIP 8 phone number demographics text Phone number 5 eventdate visit
84. of 91 Murdoch Childrens Murdoch Chile EDCap 1 utore Healthier Kids Healthier fi Research Electronic Data Capture 5 Project Design 5 1 Form Design Considerations Listed here are some random thoughts for consideration when designing data collection forms Participant Identifying Data Think very carefully about exactly what confidential participant identifying data is required in your project It is recommended that identifying information be kept separate from other project data which can be done in descending order of security by e Storing offline in encrypted password protected format Creating an entirely separate REDCap project Ensuring all identifying fields see Check For Identifiers are on separate forms to other data and that access to these forms is restricted to the minimum set of users Yes No and True False Field Type Use of REDCap s yes no and true false field types is not recommended Use a radio group or drop down list instead so that values and value labels are completely transparent to anyone that looks at your project You will also maintain the flexibility to add new values such as missing and query codes and alter labelling later if required e g yes gt Yes give details Drop down list or radio group Resolving this question comes down partly to personal preference but consider also who and how the data entry forms are used As a suggestion e Radio gro
85. or your participants and designating which of your data entry forms are relevant to each event See Define your events and designate instruments for them When disabled each data entry form is associated once and only once with each record Surveys Enable Gi Use surveys in this project Disable Use surveys in this project Click Enable Disable to toggle the ability to use some of your data entry forms as online surveys See Online designer for more information on configuring survey forms 2 4 4 Design your data collection instruments The term instrument is synonymous with form in referring to a discrete page on which data is entered and viewed in fields In this context the terms field and variable are also essentially synonymous REDCap provides two methods for creating and editing data collection instruments using the online designer and via upload of a data dictionary file that is composed in CSV format typically using Microsoft Excel Note on CSV Files A CSV file is simple plain text with one record per line and columns delimited with a comma i e each individual value in each record is separated by a comma On Windows computers CSV files are set to open using Excel by default and Excel will generally use the commas to separate the values into columns but a CSV file is NOT an Excel file Beware of Excel s not so helpful automatic data formatting it can cause you to lose format in
86. order forms but ensure that the record id field remains as the top row the first field of the first form Saving the Data Dictionary After making changes in the data dictionary ensure that it is saved in CSV format i e with the file extension csv Files with other extensions e g xISx txt cannot be uploaded Save o Fe My Recent ny Documents Documents v My Computer J my Network Places Documents gi Computer a My Network Places ez save as ype csv Comma delimited 5 cw Tools z Upload Data Dictionary Browse to the file you saved and click Upload File REDCap will load your file and perform a number of validation checks that ensure your settings are valid for example e Check that the file is a valid CSV file containing the expected column headers e Ensure all required settings are present e g field name form name field label e Ensure settings are valid e g no spaces in field names choices specified in the correct format e Ensure type and validation settings are consistent e g you cannot have a drop down list field with a validation type of date REDCap User Guide 3 00 2013 04 10 docx Page 28 of 91 Murdoch Childrens e Research Institute E DC A D R 1 vtvre Healthier Kids Healthier fi Research Electronic Data Capture 2 4 9 Online Designer Data Dictionary Equivalence Why are there two methods that are essentially equivalent There are different situations that suit the
87. ost Change label required identifier field note Changes to these aspects of field setup are unproblematic Change range min max branching logic Changes to these aspects of field setup are fine although may lead to warnings when opening or saving forms if existing data conflicts with the new field setup for example e an existing value is now outside the valid range e new branching logic is attempting to hide fields that have data saved for them Change field type Some type changes are fine but some may result in data loss Use common sense Changing anything to a text field is fine but you can t necessarily change text data to be numeric data appropriate for display as a specific selection in a radio button group field Change field validation type Here again use common sense You can change from integer to number for example but not necessarily from number to integer Date to text i e no validation is fine text to date will mean text data that does not correspond to a valid date time value in yyyy mm dd hh mm ss format cannot be displayed Change field encoding values value labels Adding new values and labels to a categorical field is fine Recoding is dangerous If you re assign a new label to an existing value code all data stored with that code now shows with the new label See Data Model for a description of how REDCap stores data that will help illustrate why some of these changes can lead
88. ple Answers for the entire matrix View a matrix example or Read more about matrix fields on the Help amp FAQ Matrix Header Text optional Matrix Rows E Enable auto naming of variable based upon its Field Label Each row represents a different field with its own label and variable name Variable Name Question ONLY letters numbers and Number Field Label underscores of Required Fi x Add another row Matrix Column Choices Other Matrix Info Choices one choice per line Answer Format Single Answer Radio Buttons Matrix group name ONLY letters numbers and underscores What is a matrix group name How do manually code the choices Save Cancel 3 Enter the configuration information for your matrix e Matrix Header Text a section header to appear above the matrix Matrix Rows these are the fields that are incorporated within the matrix Matrix Column Choices the response values and labels shared by each field in the matrix Answer Format radio buttons or check boxes Matrix Group Name a unique reference for the matrix REDCap User Guide 3 00 2013 04 10 docx Page 21 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier Future Matrix Header Text optional How MOTIVATED are you to Matrix Rows Each row represents a different field with ts own label and variable name Field Label Improve your body image Learn about managing your emotions and stress Add another row Matrix Column
89. plete form status indicators but note here that records are assigned to these record selection check boxes according to the status of the last form Not all forms need to be marked Complete in order for the record to appear in the Complete list With each keystroke of your typing records with identifiers that match are shown in a list Click a list item to select that record Total records 306 Choose an existing Study ID Selectrecord Enter a new or existing Study ID 708 7080 7081 Search The Data Search section of the record selection page enables you to search for records based on the value saved for the field you select Only non categorical fields appear in the list as they are most likely to contain useful identifiers Data Search Choose a field to search ET date recruited Date recruited by fieldwork teami ze Search query Begin typing to search the project data then click an 2011 1 2 re searching L a eee oe 2011 12 06 in Study ID 4006 for event Recruitment and registration 2011 12 20 in Study ID 4007 for event Recruitment and registration 2011 12 21 in Study ID 4008 for event Recruitment and registration With each keystroke of your typing records with saved data matching your entry are shown in a list Click an item in the list to select that record REDCap User Guide 3 00 2013 04 10 docx Page 48 of 91 Murdoch Childrens e Research Institute E DC A ealthier Future Healthier ids H Research
90. ppropriate form e The coloured form status indicator dot e The form name To select another record click e Add Edit Records e Select other record The Event Grid displays a grid of events and forms for the selected record here 1002 with the coloured form status indicator dots highlighting the current status of each data collection form see Form Status Indicator for more information on form status Data Collection study ID 1002 Pa Scheduling Giele Record Status Dashboard Dote Etat Instrument Recruitment Three E Add Edit Records and month Questionnaire Study registration check in and consent completion 1 GI 31 4 Study ID 1002 Select other record Participant Details Applications Participant Preferences oe Caenia Three month check in gj Data Export Tool Communication Pre And Post Interview C 4 Data Import Tool Meeting Details Re Data Comparison Tool Se ERE E Logging elf Completion Option e File Repository Informed Consent Documents amp User Rights Questionnaire Processing Record Locking Custamization Git Card P gt ift Card Processsin CG E signature and Locking Mgmt P Graphical Data view amp Stats study Completion Information View a form for the current record by clicking the appropriate form status indicator dot To select another record click under Data Collection e Add Edit Records e Select other record REDCap User Guide 3 00 2013 04 10 docx Page 55 of 91
91. project you can delete all test data records survey responses schedules using the Erase all data button on the Other Functionality page YOU may erase all currently collected data in the project which includes all calendar events and Erase all data SSS Uploaded documents REDCap User Guide 3 00 2013 04 10 docx Page 63 of 91 Murdoch Childrens Research Institute E DI el Healthier ids Healthier de Research Electronic Data Capture 4 Applications o REDCap s Applications may also be referred to as Modules 4 1 Calendar The Calendar module integrates with REDCap s scheduling functionality to provide a calendar based view of participant events Day Week Month Agenda Geh Print Calendar i Scheduling Report KK December 2011 ze PP Hey 5 ET Up 7 gegen Up e Select the Day Week or Month to view the events for that period e Agenda shows alist of the events for the period in date order e The New button will add a new ad hoc event to the calendar but you cannot associate data entry forms with ad hoc events 4 1 1 Calendar Events e Click on an event to view and make edits to the calendar event Close x View Edit Calendar Event Study ID T view schedule Data Entry Forms Event Name Randomisation Arm 2 Arm 2 P Randomisation Status Due Date change status Date 12 01 2011 Thursday Time HH MM Notes Delete from Calendar REDCap User Guide 3 00 2013 04 10 docx Page 64 o
92. r project has multiple arms see Creating a New Record Arms e Start Date is the baseline date for the schedule the date from which each event s offset days is calculated e Currently it is not possible to alter the month day year format of the date display Use the date picker El to avoid confusion e Currently it is not possible to automate the generation of schedules or use a form field as the default start date A projected schedule is generated and displayed allowing you to adjust event dates and times avoiding weekend visits for example The schedule is not saved until you click Create Schedule REDCap User Guide 3 00 2013 04 10 docx Page 61 of 91 Murdoch Childrens e Research Institute E DC A D Healthier Kids Healthier nee Research Electronic Data Capture e Date f Day of Week Event Name A 06 28 2012 Thursday Enrolment A 06 29 2012 Friday Randomisation A 07 05 2012 Thursday Follow Up 1 A O7n 20013 Thursday Follow Up 2 Create Schedule View or Edit Schedule Create Schedule View or Edit Schedule Select the relevant record to view the associated schedule e Edit at edit the date time status or notes for the schedule event e Delete remove the schedule event Be careful there is no Undo e View s Open the schedule event in a dialog box Also permits editing Do not delete event records unless you really mean to Schedule events across all records in your project may be viewed in a cal
93. rens d Research Institute E ID A D Healthier Kids Healthier Future Research Electronic Data Capture 4 13 amp Report Builder Use the Report Builder tool to select a subset of fields for which to view and download data in a tabular format You can also define simple filters to restrict the records that are included in the report This module is scheduled to be upgraded and merged with the Data Export Tool during 2013 4 13 1 Create a New Report You create new reports directly on the Report Builder page Create a New Report Name of Report R Limiters optional Field Name Label Operator value Field 1 study id Study ID a WM lt wine Field 3 sex Gender of Participant Female ze Field 4 v Order the Results optional 4 Field 3 ageinyears Age in Full Years 4 First by ageinvears Age in Full Years na Ascending order Then by vi Ascending order Notes e Unfortunately there is no way to re order fields e It is not possible to apply more than one limiter to a field e g 5 lt age lt 7 e All limiters are applied with AND it is not possible to have for example sex Female OR age lt 18 e Reports are listed in their own section of the left hand menu and are available directly from any project page Reports 1 Recruitment All Calls 2 Requested call dates 3 Packs to send 4 13 2 Manage Reports My Reports 1 Recruitment All Calls view edit copy delete 2 1 Requested cal
94. requent and minor Inactive The project is essentially complete Most functionality is disabled including access to individual records but data can still be exported Archived As for inactive projects functionality is limited Moreover the project is no longer shown in the My Projects list unless the Show Archived Projects option is selected Project Status Transitions Transitions of project status may be accomplished only by users that have Project Design and Setup permissions See User Rights A project need not necessarily progress through these categories in sequence Indeed some projects such as Practice projects may never reach production others may be archived directly once the Production phase is complete The diagram below illustrates the allowed transitions He Development gt Production gt Inactive Created Return to Development only if archived from Development gt Archived gt REDCap User Guide 3 00 2013 04 10 docx Page 14 of 91 Murdoch Childrens d Research Institute GG i I a D Healthier Kids Healthier Future Research Electronic Data Capture 2 4 Project Setup Development You must have Project Design amp Setup permissions to perform actions on the Project Setup page 2 4 1 Navigation A REDCap project is configured using the work flow tasks on the Project Setup tab of the project view ft Project Home
95. rer neers seen on the left hand ment nysite com m e g http Jaws mysite com mypage html Add o O Fi Create a bookmark by completing the information required in the table row and click Add Bookmarks can be re ordered by clicking and dragging a bookmark record Edit buttons Lo appear when you hover your mouse pointer over a bookmark s Link Label and Link URL Destination values Use the delete button K to remove a bookmark Link Type o REDCap Project choose from the list of REDCap projects that you have permission to access o Simple Link a simple URL to for example and external web page o Advanced Link as with the Simple Link a URL to say an external web page but REDCap sends additional information e g user and project info to the target website as a means of verifying the identity of the REDCap user on that external site User Access control which users of the current project can see the bookmark Select either All users or select specific users individually by selecting Selected users Append record info to URL when selecting the bookmark from a record data screen pass through information about the record being viewed on the URL For example http othersite com record 1001 amp event randomisation_arm_1 amp pid 493 Append project ID to URL pass through the project id on the URL For example http othersite com pid 493 Page 34 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier P
96. rm 1 and Arm 2 for example It is not possible to ensure that a record identifier is unique within the project although REDCap does provide a warning when creating a new record with a record identifier that matches one from another arm NOTICE Please note that Study ID T also exists on another arm Records are assigned to an Arm when they are created and it is not possible to later edit the arm to which a record is assigned There are ways to handle the need for a record to switch to another arm however depending on the reason why the switch is required Switching Arms Correcting an Incorrect Arm Assignment A switch of arm can be achieved indirectly via an export import shuffle 1 Using the Data Export module perform the Export all project data task and download the data in Raw CSV format 2 Locate the data row or rows that relate to the record to be switched to a different arm There will be more than one row if data exists for more than one event rows are uniquely identified by the combination of record identifier e g study id and event reference e g enrolment arm 1 3 Delete all rows that correspond to other records 4 Correct the event reference e g change enrolment arm 1toenrolment arm 2 5 Save the file in CSV format Ensure that all dates remain in yyyy mm dd format and any leading zeros in numeric fields are preserved Excel can be unhelpful here see Note on CSV Files 6 Use the Data Import too
97. rt Tool The Data Import Tool page gives instructions on how to import data into your project 4 3 1 Import Template First download an import template file CSV format The template contains column headings labelled with the field names from your data dictionary plus the form status indicator fields Your template can be formatted with records in rows or records in columns Records in rows is overwhelmingly more common 4 3 2 Importing to Checkbox Fields Checkbox groups are treated as separate fields named according to the field name specified plus a zero based index Below illustrates the import template for a checkbox field named checkboxquestion that has three checkboxes Following import the first checkbox will be unticked value 0 and checkboxes two and three will be ticked value 1 x Y 2 Choice 0 checkboxquestion 0 checkboxquestion 1 checkboxquestion 232 EE JCE 0 1 LB ehoice 2 4 3 3 Importing to Date and DateTime Fields Date values must be formatted as yyyy mm dd D E Date time values must be formatted as yyyy mm dd HH MM SS dob enrol date time 2001 10 30 2011 12 14 12 30 These are ISO standard formats and unambiguous unlike dd mm yyyy and mm dd yyyy 4 3 4 Upload File Browse to your import file and click Upload your CSY file mg e L mmes Upload File 4 3 5 Upload Summary REDCap does not import the data from the file directly First it KEY for Data Display Table below parses your file and displ
98. s REDCap User Guide 3 00 2013 04 10 docx Page 11 of 91 Murdoch Childrens m Research Institute E DI A D Healthier ids Healthier ame Research Electronic Data Capture 2 A REDCap Project You can think of a REDCap project as being analogous to a project database file from Microsoft Access the terms project and database are essentially synonymous but see Linked Projects for how REDCap projects can be linked together to model more complex study domains specifically one to many relationships 2 1 Create New Project Home My Projects e Create New Project DN Training Resources amp Help amp FAG Send t Control Center Create a new REDCap Project YOU may begin the creation of new RED Cap project on your own by completing the form below and clicking the Create Project button at the bottom Project title Title to be displayed on project webpage Purpose of this project Select One How wil it be used Start project from scratch Create an empty project blank slate or begin with a template Use a template choose one below 7 Choose a project template Add templates super users only Template title sorted by titled Template description Basic Demography Contains single data collection instrument to capture basic demographic information Classic Database Contains six data entry forms including forms for demography and baseline data three monthly DEE EC EE data forms and concludes with a co
99. s 2 4 13 User Rights and Permissions EDCap Research Electronic Data Capture User Rights functionality enables you to give other REDCap users access to your REDCap project if you wish User Rights See User Rights in the Applications section for more information In summary the User Rights page enables you to e Add and remove access to your project for other REDCap users e Control which Applications each user can access for your project e Control the record operations that each user is permitted to perform o Create records o Rename records i e edit a record id o Delete records e Control the level of access each user is permitted to each specific data collection form o No access o Read only access o Full edit access Data Access Groups The Data Access Groups tab can be accessed from the Project Setup page using the Data Access Groups button or from the User Rights page by selecting the Data Access Groups tab A Data Access Group is an arbitrary entity that can be thought of as analogous to a study site Individual users can be assigned to a single Data Access Group as can project records Records that a group user creates are automatically assigned to that group A user in a Data Access Group has access only to records that are also assigned to that Data Access Group For example you as the project owner create a Data Access Group called Sydney Site Your collaborator has had a REDCap account created for them by the
100. s a user must have been given the necessary permission on the User Rights page Access to this function should be restricted to a limited set of project users REDCap User Guide 3 00 2013 04 10 docx Page 49 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier Future 3 3 Record Status Dashboard EDCap Research Electronic Data Capture The Record Status Dashboard gives an overview of the status of each form in each event for each record Displaying record Study ID Follow Enrolment Up Details Follow Enrolment Randomisation Up 1 CArin 1 Randomization Arm 1 Arm 1 Arm 1 4rm1 Ami C e C ie p e ie ie e 4 through 1o x of 10 records Follow Up Fallow Up 2 Arm 1 Arm 17 Enrolment Details Enrolment Randomisation Arm A Randomisation Arm 2 Arm 2 Arm Ai oe ie CI ie e ie o ie ie ie e Second Follow Dose Up 2nd Follow Dose Up Arm A mm Arm 21 Arm 21 e 00000000 io The dashboard displays up to 100 records When your project contains more than 100 records you can move between pages using the drop down list The status of a form is indicated by a coloured icon Incomplete C Unverified Complete Partial Survey Response D Completed Survey Response See Form Status Indicator for more information on form status flags REDCap User Guide 3 00 2013 04 10 docx Page 50 of 91 Murdoch Chi
101. s may also have metadata REDCap has a metadata table that contains information on other characteristics of each attribute i e form field such as the data type label validation type etc e Value Each attribute may have at most a single value In REDCap the value corresponding to an attribute is simply a data point saved in a field All values are stored as text Data type information is stored as metadata of each attribute REDCap uses this metadata to determine how values need to be rendered and validated The illustration shows a few records of dummy data from the REDCap data table project id event id record field name value a Se study id 1 9 se first name sdfsdf 4 Bee last_name sdibsdbs 4 SEN WW pain A 4 SEH ie demographics and stuff complete 2 IS 35 125 dob 2010 09 01 12 Se 125 enrolment date 2010 09 03 12 Si 25 days since birth 2 The structure of this table helps to illustrate the points made under Data Export Data Model for Longitudinal Projects and Reports in Longitudinal Projects as you can see that you need the combination of project_id event_id record and field_name to specify a unique data point See http en wikipedia org wiki Entity E2 80 93attribute E2 80 93value model for a more in depth discussion of the EAV model REDCap User Guide 3 00 2013 04 10 docx Page 88 of 91 Murdoch Childrens e Research Institute E DI el D Healthier Kids Healthier Futore Research Electronic Data Capture 6 2 Use
102. s on your project data to check for discrepancies There are some rules that are included by default in each project you may also create your own A data quality rule is a calculation expression that must evaluate to True or False When a rule is executed on your project data any records for which the expression evaluates False can be viewed and potentially corrected The Data Quality page includes detailed instructions 4 11 1 Execute Rules Execute rules one at a time using Execute or all together using Execute All Rules The Clear button refreshes the view to the state before any rules have been executed Data Quality Rules Execute All Rules Rule Rule Hame Rule Logic Show discrepancy only if Tatal melena Discrepancies Ke Ke rule a Missing values Execute 4 11 2 Discrepancies Rules that identify discrepancies i e where your project contains data for which the calculation expression returns False are highlighted in red dd Field validation errors iout of range 2 wie a Outliers for numerical fields 0 es E numbers integers sliders cale fields Click view to see the records that fail the test Rule Field validation errors out of range e Discrepancies found 2 Record Sorted by DAG Discrepant fields with their values Status Exclude 5 EG de Out of range exclude min 18 max 65 1 integer with range 17 Group 21 min 18 max 65 Se ne Bee Close E Navigate to the record form th
103. s page https redcap mcri edu au index php action help BranchingLogic It describes Basic formatting of branching expressions i e enclose field names in square brackets and choice field values in single or double quotes e g gender 1 Branching logic for checkbox values e Branching logic for cross event and cross form field values REDCap User Guide 3 00 2013 04 10 docx Page 86 of 91 Murdoch Childrens Research Institute e E DC A p r utvfe Healthier Kids Healthier fi Research Electronic Data Capture 5 6 Styling with HTML and CSS Additional styling can be added to certain elements in your project using HTML tags with CSS styles Examples include Field labels Section headings and descriptive text fields Survey welcome and thank you messages Survey invitation emails This guide will not become a web programming manual you can find good references for HTML and CSS at w3schools com and Google is forever your friend Nevertheless some examples of the types of formatting that can be applied are included below First a section header then two field labels Demographics Information Demographics Information lt br gt Confidential lt div style width 100 color FFF background color FOO padding 5px position relative top 5px left 5px gt Confidential lt div gt Full Name lt div class green notranslate gt Full Name lt div gt Date of Birth Date of Birth lt p st
104. sage body e Select the desired recipients by ticking the relevant checkbox The Actions drop down list gives you shortcuts to ticking o Check All Uncheck All Check Sent Check Not Sent Check Scheduled Check Not Scheduled Check Not Scheduled and Not Sent O O O O e There is no limit to the number of times an invitations may be sent and re sent to a participant Track Survey Responses e A participant s unique URL is shown in your browser s status bar when you hover your mouse pointer over their link icon e Click the link icon to open the participant s survey form You may complete and submit the survey yourself on behalf of the participant if conducting their survey CATI style by telephone for instance REDCap User Guide 3 00 2013 04 10 docx Page 53 of 91 Murdoch Childrens d Research Institute E ID d D Healthier Kids Healthier Future Research Electronic Data Capture e With identifiers enabled you may click the response indicator icon ES for a partial response G for a complete response to view the response data e Donot never under no circumstances click remove 2m0v for participants that have registered a response either partial D or complete Gy You will lose the link between the survey response and the ID in the Participant List It is not recoverable REMOYE PARTICIPANT A Are YOU Sure vou Wish to remove the participant from the list H Up have already completed the survey this
105. site http www project redcap org Development of the system is very active The development team currently aim to make minor releases containing bug fixes and minor improvements on a weekly basis with releases of new functionality every month 1 2 REDCap at Murdoch Childrens Murdoch Childrens has been a member of the REDCap Consortium since August 2010 At April 2013 the system contains 80000 records across 260 projects with 250 active users These numbers have roughly doubled since June 1012 The REDCap application database and web server are hosted at Murdoch Childrens which means that all data is secure within MCRI s IT infrastructure and that the system is an appropriate repository for research data Use of the REDCap system is governed by an End User Licence Agreement between Murdoch Childrens and Vanderbilt University This agreement enables all Murdoch Childrens researchers to utilise the system for their research activities free of charge The only stipulation is that use of REDCap should be cited in any publications or presentations arising from research projects that make use of the application See http www project redcap org cite php for suitable boilerplate text REDCap User Guide 3 00 2013 04 10 docx Page 5 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier tore 1 3 Feature summary EDCap Research Electronic Data Capture REDCap has been developed specifically as a
106. sked to set a challenge question and answer that can be used to assist you should you forget your password If all else fails contact the REDCap administrator to obtain a new temporary password Do not write down your password Your login details should be kept private and not be shared REDCap User Guide 3 00 2013 04 10 docx Page 7 of 91 Murdoch Childrens e Research Institute E DC a D 1 utvfe Healthier Kids Healthier fi Research Electronic Data Capture 1 4 4 Access to Individual REDCap Projects Access to individual projects is coordinated by the project owner i e the user that created the project via the project s User Rights module The project owner may delegate this task to other users by granting them permission to access the User Rights module Do not ask the REDCap administrator to grant a user access to your project REDCap User Guide 3 00 2013 04 10 docx Page 8 of 91 Murdoch Childrens Murdoch Chile EDCap r but e Healthier Kids Healthier fi Research Electronic Data Capture 1 5 Home screen The Home screen is the front page of the application the first page you will see when you log in REDCap Home My Projects F Create New Project H Training Resources Help amp FAG 4 Send It luke stevens hly Profile Log out Welcome to REDC ap Note the following features 1 5 1 Log out As with any web based application it is recommended that you always log out using the Log out button af
107. specific form 3 1 3 Data Entry Navigation Data Entry Forms Longitudinal Data Collecti 7 Edit inst rit seme MU CE eke Displayed only if Scheduling is enabled under Enable optional modules and customizations Pa Scheduling EES Generate schedules for the calendar using your defined events Record Status Dashboard View a single page summary of the status of all surveys and Record status Dashboard data entry forms if applicable for all records and events Mie data collection status of all records EH Add Edit Records D Add Edit Records Create new records or editfview existing ones f Select a record and view data or create a new record REDCap User Guide 3 00 2013 04 10 docx Page 44 of 91 Murdoch Childrens e Research Institute E DC A D A 1 utore Healthier Kids Healthier fi Research Electronic Data Capture 3 2 Record Operations 3 2 1 Record Identifier Defined As in any database your project records must be uniquely identifiable REDCap projects must all define a record identifier field as the first field on the first form study id in the example shown below B C D E F Variable Field Name IForm Name Section Header FieldType Field Label Choices Calculations 2 study id demographics text Study ID 3 first name demographics Demographics Information text First Name 4 last name demographics text Last Name 5 dob demographics text Date of Birth D sex demographics dropdown Gender 0 Female
108. ta on the records assigned to the deleted arm Adda new event E New events can be added but be aware that the new event will NOT be added to existing schedules Nor is there a way that it can be added Editing an event Alterations to event name and offsets can be made Alterations to the offset days are NOT reflected in existing schedules Delete an event E Possible but you will lose all data associated with the event Designate an additional form to an event Is fine The newly designated form becomes available for the event to all records in the arm Remove a form from an event Possible but you will lose all data for the event form combination The prospect of data loss is rightly scary but if the alteration is important enough it can be possible to make changes such as those described above whilst maintaining your data It is always possible to download your data Data Export and re import it Data Import into the project post change Some manipulation of the data may be required so that it matches the format that the project requires after the setup change has been made e Data Collection Forms Changes to data collection forms are a ubiquitous feature of real projects See Draft Mode fora description of the change process When drafting changes there are no changes that are technically off limits but there are some types of change that can lead to problems Here is a summary o Change Form name Renam
109. taining a unique download URL along with a follow up email containing a password required for downloading the file 4 The file will be removed from the server after the specified expiration period has elapsed 1 5 4 Help amp FAQ The Help amp FAQ page contains a number of questions and answers relevant to general use of the system Make it your first point of reference if you get stuck particularly for help with branching logic or calculated field expressions 1 5 5 Training Resources Vanderbilt provides several training videos and example projects that you can access freely from the Training Resources page Video Streaming Performance Due to the bandwidth limitations of the local network s connection to the internet there can be some problems with intermittent pausing of video playback To mitigate this use the alternative viewing method option available via a link below the video player If the video above will not load try the alternate viewing method This option enables you to pause the playback and allow the video to continue buffering Click play to resume the video once it has buffered sufficiently for playback to reach the end without stopping You can only guess at how long this is but the point is that you do not need to wait until the video has buffered right to the end before resuming playback REDCap User Guide 3 00 2013 04 10 docx Page 10 of 91 Murdoch Childrens d Research Institute E D
110. ter completing your tasks Your session will time out after 60 minutes of inactivity requiring you to log in again to continue 1 5 2 My Profile Go to My Profile to change your name email address or password You can add additional email addresses to your REDCap account that you can use when for example sending survey invitations A verification process is enforced to ensure that you have access to all of the email accounts you enter 1 5 3 Send It Send It is a secure data transfer application that allows you to upload a file up to 64 MB in size and then allow multiple recipients to download the file in a secure manner Using Send It enables you to send files that are too large for email attachments or that contain sensitive data that preclude the use of applications that store unencrypted files on an external server e g aarnet s CloudStor https cloudstor aarnet edu au filesender or Dropbox Using Send It 1 Complete and submit the form specifying recipients email addresses message subject and body text the file to upload and an expiry period 2 The file will be uploaded to the REDCap server The data is therefore maintained entirely within MCRI until it is downloaded by the intended recipient s REDCap User Guide 3 00 2013 04 10 docx Page 9 of 91 Murdoch Childrens m Research Institute E DI A D Healthier Kids Healthier atore Research Electronic Data Capture 3 Each recipient will receive an email con
111. the table Click or tab away from the field and the new name is saved automatically Data Access Groups elbourne REDCap User Guide 3 00 2013 04 10 docx Page 75 of 91 Murdoch Childrens d Research Institute E DI d D Healthier Kids Healthier ture Research Electronic Data Capture Delete a Data Access Group Click x to delete a group Delete group You must remove all users from the Data Access Group before it can be deleted Assign User to a Data Access Group Assign user luket w to Melbourne v Select the user and group and click Assign The user will be assigned or re assigned to the group Note that it is not possible for a user to belong to more than one Data Access Group Remove User from a Data Access Group Assign user juke w io No Assignment ze Select the user then select No Assignment as the group Click Assign and the user will be removed from all Data Access Groups REDCap User Guide 3 00 2013 04 10 docx Page 76 of 91 Murdoch Childrens ma Research Institute E D A D Healthier Kids Healthier Futore Research Electronic Data Capture 48 4 Customization Module for E signatures and Record Locking Functionality Record locking and e signatures are optional features that can help you gain greater control over the status of the data in your project Records that are locked cannot be updated unless the lock is first removed by a user with record Lock Unlock permissions Locked records can be elec
112. thier Kids Healthier Future Research Electronic Data Capture 4 5 Logging The Logging module is where you can view audit trail information i e a log of data changes in your project You can view and reconstruct a history of record creations updates and deletions and review the activity of your project s users E Logging Download entire logging record to Microsoft Excel cS This module lists all changes made to this project including data exports data changes and the creation or deletion of users Filter by event Filter by user name Fler lane tool Displaying events by most recent List of Data Changes OR Fields Exported 11 08am 06 26 2012 luke stevens Created Record randomisation complete 0 5 Randomisation study id 5 Hl et 1 Arm 1 Time Date User name Action Notes e Note the different filter options to help you narrow the scope of log records included in the view e You may Download the entire logging record just be aware that this may take a little time for large and mature projects Unfortunately it is currently not possible to change the month day year date format REDCap User Guide 3 00 2013 04 10 docx Page 72 of 91 Murdoch Childrens mv Research Institute E DI a D Healthier Kids Healthier Future Research Electronic Data Capture 4 6 File Repository The File Repository is not a document management system but can be a useful and convenient place for storing and sharing pro
113. tionary Quick link Download the current Data Dictionary User Rights 8 g Create an exact duplicate of this project which copies over all data collection instruments any amp Record Locking Customization Copy this project j surveys that exist as well as the option to copy all users and reports to the new project E signature and Locking Mgmt SEET Create groups of users to limit user access to certain records responses in which only users within 18 Graphical Data View amp Stats H a given Data Access Group can access records created by users within that group Gef Data Quality si API i Report Builder Project Dashboard 7 Help amp Information The tables below provide general dashboard information such as a list of all users with access to this project general project amp Help amp FAG 4 statistics and upcoming calendar events if any amp Video Tutorials Suggest a New Feature amp Current Users _ Project Statistics If you are experiencing problems please User Expires Records in project 0 Contact your REDCap administrator Wem Most recent activity 06 20 2012 12 28pm never Luke Stevens Space usage for docs OMB Project status A Development Upcoming Calendar Events next 7 days Time Date Description No upcoming events The REDCap Consortium Citing REDCap REDCap Software Version 4 9 1 2012 Vanderhit University Murdoch Childrens Research Institute 1 Navigatio
114. tronically signed A signature becomes invalid the record is later unlocked The Customization Module enables configuration of your preferences for locking and e signatures By default they are switched off but you can enable locking and or e signatures for specific forms Display the Also display Lock oe for Data Collection Instrument Suel Lock Record Custom Text Edit Remove is option on Custom Text instrument instrument Enrolment Details L Save See Lock and E signature for locking and signing a record 4 9 E signature and Locking Management The E signature and Locking Management page gives you various views over the Lock Sign status of your data entry forms Download the table below as Microsoft Excel 05 Actions SHOW ALL ROWS Showtimestamp fuser Hide timestamp fuser Show locked Show notlocked Show e signed Show note signed fexcludes MA Show both locked and e signed Show neither locked nor e signed fexcludes MA Show locked but not e siqgned fexcludes MiA All Records Record Event Name Form Name Locked E signed al Enrolment Enrolment Details final ol Vien record 1 Randomisation Randomisation Gi Vie record REDCap User Guide 3 00 2013 04 10 docx Page 77 of 91 Murdoch Childrens m Research Institute E DI A D Healthier ids Healthier ane Research Electronic Data Capture 4 10 Graphical Data View amp Descriptive Stats The Graphical View amp Stats page provides simple summary views of
115. tute E ID d D Healthier Lids Healthier Future Research Electronic Data Capture In general users should be given access only to the modules that they require and no more This is known as the Principle of least privilege and acts both to increase the security of your project and to aid usability by removing unnecessary clutter from a user s view e Note the Expiry Date field gives you the option of permitting access for a specific period of time The Data Entry Rights section is self explanatory e The Principle of least privilege applies here too At the bottom of the page are three buttons o Save Changes o Cancel o Delete User 4 7 4 Data Access Groups The configuration of project Data Access Groups is performed on the Data Access Groups menu tab which includes instructions for creating DAGs and assigning users Create a Data Access Groups Enter the name of the new group into the text box and click Add Group Number of records in i E Delete Data Access Groups Users in group Unique group name 3 group auto generated group Melbourne luket 1 melbourne p Sydney 1 sydney pod luke stevens Not assigned to a group Can wiew AlL ecos 10 Type new group name Add Group The new group will be added to the table The table also indicates the users that are assigned to each group and the Unique group name used in data imports and exports Rename a Data Access Group Rename a Data Access Group by clicking its name in
116. ummarise REDCap User Guide 3 00 2013 04 10 docx Page 25 of 91 Murdoch Childrens d Research Institute E ID d D Healthier Kids Healthier Future Research Electronic Data Capture e Info Displays the event and survey that you have selected e Compose email message Specify the subject line and bodytext for the email that REDCap will send The participant s URL will be appended to the message Unfortunately you cannot personalise the message with participant data e Conditions Indicate the conditions that when met will indicate to REDCap that an invitation is to be sent Ensure that you include the event reference alongside any field reference if your project is longitudinal as in the example shown in the dialog e When to send Specify when REDCap should send the invitation after the trigger condition has been met Note that an invitation will still be triggered even if by the time the invitation is sent the participant data has changed such that the trigger would not be met e lt Activated Toggle the automated sending of invitations on and off Note that you can still send invitations manually via the participant list irrespective of the Automated Invitations settings REDCap User Guide 3 00 2013 04 10 docx Page 26 of 91 Murdoch Childrens Research Institute E DI a Healthier Kids Healthier Future Research Electronic Data Capture 2 4 8 Data Dictionary o The REDCap data dictionary is a CSV file that co
117. ups are best for survey forms or on data entry forms for infrequent data entry users because all potential choices are displayed on the form e Drop down lists are preferred for data entry forms because you can tab to through fields and select options using keyboard input e g y n if your labels are Yes No or numeric keypad e g 1 0 if your labels are 1 Yes 0 No There can also be an argument for using radio buttons where data entry users are inexperienced i e mouse heavy selecting an option from a radio group is one click with a mouse rather than the three clicks or press select release for a drop down list But experienced computer data entry users are likely to prefer the mouse free usage afforded by drop down lists Section Sub Headings REDCap s Descriptive Text fields can be used as sub headings This is particularly of use in surveys that are set to use section headings as page breaks Missing Values and Query Codes When data is entered into REDCap from a paper data source e g CRF it is essential that the data entry person has the ability to record when data is missing where it should not be or indicate that there is some query about the data to be entered perhaps what is written on the paper is indecipherable for example This requires that ALL fields on your form have scope for the entry of appropriate missing and query codes See Handling Missing Values for suggestions on how to do this REDCap User
118. us Move to production status archived only Return the project to its pre archival state e Copy the project Make an exact duplicate of the project including configuration forms fields and users Data will NOT be copied and you will be prompted for a different project title e Delete the project development only Removes the project entirely All data will be deleted Be careful there is no Undo e Erase all data development only Clears out all data from your development project including participant records form data and scheduling and calendar data e Archive the project Prevent access to all project functionality except Data Export File Repository Logging and User Rights Also removes the project from the My Projects list unless the Show Archived Projects option is selected REDCap User Guide 3 00 2013 04 10 docx Page 43 of 91 Murdoch Childrens e Research Institute E DC a D r ut vre Healthier ids Healthier fi Research Electronic Data Capture 3 Data Entry This section contains information on creating and managing data records creating searching editing and deleting records along with other tasks associated with managing records in your project such as survey invitations and participant schedules 3 1 Data Entry Navigation Navigation to record and data entry pages varies slightly according to the project type and the collection format for the data entry forms i e whether a project contains
119. use of one method over the other Use the Online Designer Use the Data Dictionary e forsmall changes like adding or editing a single e when you have many fields to add edit or field remove e to apply specific formatting to form names e to utilise Excel features such as auto fill and e to gain familiarity with branching logic copy paste to quickly specify similar settings to expressions using the drag n drop builder multiple fields e tinkering with and testing a calculation e to keep a record of the current state as a backup e when you feel like it that you may want to roll back to e when you feel like it These are merely considerations to keep in mind feel free to use whichever method you are most comfortable with And again always download the current version of the data dictionary before making changes Making changes in and uploading an out of date data dictionary will cause more recent changes to be lost REDCap User Guide 3 00 2013 04 10 docx Page 29 of 91 Murdoch Childrens Murdoch Chile EDCap Healthier Kids Healthier Fotvre Research Electronic Data Capture 2 4 10 Define your events and designate instruments for them Longitudinal only To make your project longitudinal go to Modify project settings on the Project Setup page see Modify project settings When your project is configured as longitudinal you can define a series of events and associate data collection forms with those events A typical scenario
120. used if SE select record you do not save the form and may change if another user creates anew record whilst you have the data entry form Add new record open Show Unverified Records above REDCap User Guide 3 00 2013 04 10 docx Page 45 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier ane EDCap Research Electronic Data Capture Record Auto Numbering Survey Project Total records 19 Total survey responses 15 Last survey response 06 04 2012 11 29am Partial Responses 7 Select response Ke Complete Responses 12 Select response Ke Add new survey response Add new record Show all responses in single drop down above All survey only projects have auto numbered records because there is no necessity for survey forms to include any identifiers There are two options for logged in users creating records 1 Add new survey response opens the survey form in a new window enabling the user to create an anonymous response exactly as if a respondent was completing the survey 2 Add new record create the new record on a data entry style form The record creation is associated in the log with the user that created it The What s the difference button displays some similar explanatory text Manual Entry of Record Identifier Total records 9 Incomplete Records 8 selectrecord ze Complete Records 1 Selectrecord Enter a new or existing Study ID Show Unver
121. wn block and can be moved edited deleted or have new fields added between them See Online Designer Make Changes to a Data Collection Form REDCap User Guide 3 00 2013 04 10 docx Page 18 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier Future 2 4 6 Online Designer Make Changes to a Data Collection Form EDCa Research Electronic Data Capture o To view and edit the fields variables that a form contains click on the form name The view changes to the form edit view where each field appears in its own block and can be moved edited deleted or have new fields added between them Current instrument Partieipant Details Preview instrument Add Field Add Mats of Fields FVaramle study id PURPA Study ID must provide value Add Field Add hdatrix of Fields Demographics Information Add Field Add Matt of Fields F Re Ka CS p Farahle first name First Name 1 Missing 2 Query Add Fjeld Add Matrix of Fields ra Da Ka pe Variable last name Last Name 1 Missing 2 Query Add Field Add Matrix of Fields JPR Date of Birth arable dob Today 01 01 1111 Missing O2 O02 2222 Query Add Field Add Matt of Fields Add New Field x Add a new field 1 Click Add Field Here 499 Field Here You may add a new project field to this data collection instrument by completing the fields below and clicking the Save button at the bottom When you ad
122. yle font weight normal gt Here is a selection of text styles lt p gt Here is a selection of teit styles small and red lt p style color HF00 font size 75 gt small and red lt p gt bold large and green lt p style color 0FO font weight bold font size 150 gt bold large and green lt p gt blue monospace lt p style color 00F font family monospace gt blue normal in white box monospace lt p gt lt p style display block padding 5px border 1px 4000 solid background color FFF gt normal in a white box lt p gt REDCap User Guide 3 00 2013 04 10 docx Page 87 of 91 Murdoch Childrens Research Institute Healthier Kids Healthier Future 6 Further Considerations EDCap Research Electronic Data Capture 6 1 Data Model The REDCap application database is a relational database with the application domain modelled with linked tables in a conventional normalised form that will be familiar to anyone that has used Microsoft Access REDCap project record data however is stored in a single table using what is known as an entity attribute value model EAV e Entity The item being described for REDCap this is a combination of the record identifier and the event identifier e Attribute Attributes are properties of the entities REDCap form fields can contain data relating to a specific project record event entity thus each field name is an attribute of the record event entity Attribute

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