REDCap Hands-On Lab

1. REDCap Hands-On Lab Fred McClurgNeil Nuehring University of Iowa Institute for Clinical and Translational Science (ICTS) https://icts.uiowa.edu/confluence/download/attachments/53149797/REDCap_Lab_Boot_Camp.pdf

2. ICTS REDCap at U of Iowa 1 https://redcap.icts.uiowa.edu Any U of Iowa researcher with a valid hawkid and password can login and use REDCap

3. Basic User Information Form 2 If you have not logged into REDCap previously, enter your first name, last name and U of I email address. You will receive an email requesting to validate your email address. Upon confirmation, you will obtain access.

4. Creating a New Project 3 Click the “Create New Project” tab: 4 Enter Project Title: (fmcclurg)

5. Creating a New Project Select the Project Purpose: 5 Project Purpose Categories:

6. Creating a New Project If the project involves research, please complete the Principal Investigator’s contact data. This information is very important. It allows us to: Track research performed Provide metrics regarding resulting publications Justify to management for continuation of service

7. What Kind of Project? 6 Select Project Type:

8. What Kind of Project? 7 Confirmation Notice: The PI information can be updated at any time via: Project Setup -> Modify project title, purpose, etc.

9. Data Entry Options Via Project Setup tab, you can enable longitudinal data collection or surveys: Select Collection Format:

10. Data Entry Collection Format • Classic Data Collection • Data collection will be performed once per subject • Longitudinal/Repeating Collection • For collecting the same data multiple times per subject • Also has optional scheduling capabilities via project calendar

11. Accessing Online Designer 8

12. Data Collection Instruments Add, modify, rename, delete, and change the order of existing forms 9

13. Navigation Pane and Work Area Center Work Area Navigation Pane

14. Hiding the Navigation Pane Clicking on bar again restores navigation pane Hover on the bar until the cursor changes Clicking on bar hides navigation pane

15. Study ID: A Record Handle The Study ID stores the unique identifier (e.g. MRN, SSN, email address, etc.) for each record (similar to arow in a spreadsheet). It becomes the handleby which data is associated with a specificparticipant.

16. Study ID: Requirements • Should not be deleted • Must be first field in the first form • Variable can be renamed but only before data collection begins • Study ID values must be unique

17. Online Designer Operations Online Designer enables easy, interactive creation of form fields. The icons identify what operations can be performed on each field.

18. 10 Copying a Field The copy option duplicates all the field characteristics except the variable name

19. Copy Verification Dialog 11 Upon pressing the copy icon, thedialog above is displayed toverify the operation.

20. 12 Editing a Field The edit option enables the modification of all the attributes of a field.

21. Defining Field Type and Label 13 14

22. Field Types A description regarding most of the REDCap Field Types are listed on the ICTS Wiki page.

23. Defining the Field Attributes • Variable Name • Data column handle • Validation • Field type constraint • Required • Mandatory field • Identifier • Mark identified data • Custom Alignment • Response arrangement • Field Note • Additional field text

24. Variable Name: A Data Handle The handle associated with data. Similar to a spreadsheet column name. Follow the rules for a variable. 15

25. Variable Name: Requirements • Should be descriptive (not a1, b2, etc.). The name is how the analysis data is referenced. • Must begin with an alpha character (e.g. A-Z). • May contain only the characters A-Z, 0-9, and the underscore (no spaces, punctuation, special characters or symbols). • Should be less than 26 characters (due to risk of truncation in a statistical analysis package). • Must be unique across all forms.

26. Text Field Validation Restrict text input in order to catch data entry errors before form submission (strongly recommended).

27. Text Field Validation Types Improves data integrity by verifying field value upon input. Helps prevent invalid entry prior to form submission.

28. Invalid Text Field Dialog If a text field with validation defined contains invalid data, a warning dialog is displayed.

29. Invalid Text Field Indicator Invalid text is indicated by displaying the string in bold font along with a red underline in the text box of a validated text field.

30. Required Field 16 Inform user that field is required.

31. Required Field Form Display Required fields are indicated with the string:* must provide valueThe label is displayed in a red font below the field label on the input form.

32. Required Field Dialog If a field is left blank, a warning dialog is displayed before saving.

33. Identifier Field Fields that reveal information regarding the patient’s identity may need to be marked as an “Identifier”. These fields can then be excluded so “de-identified” data can be exported for analysis. Examples include: first and last name, email, or any other information that can be traced to a specific individual.

34. Custom Alignment Custom Alignment controls the position and orientation of the responses on the data entry form.

35. Field Note 17 The field note allows you to place text below the form control in order to provide additional information or instruction to the participant.

36. Adding a Field 18 Inserting a New Field

37. Adding a Matrix of Fields Inserting a New Field Matrix

38. Matrix of Fields Results Edit Field Matrix Dialog Resulting Field Matrix

39. Inserting a New Field 19 • Select Field Type • Enter Field Label (question or data value prompt) • Specify Variable Name

40. Insert a Second Field 20

41. Choices (Radio, Drop Down, Check) An integer value is assigned to each item

42. Same Choices, Different Field Types Changing the field type results in different form controls • Radio Buttons • Drop-down List • Checkboxes

43. Creating a Conditional Field Branching logic can be used to show (or hide) fields that meet a certain condition 21

44. Using Advanced Branching Logic Conditional fields can be created by specifying the variable and value of the field that makes the condition true

45. Creating a Conditional Field 22 Alternatively, the Drag-N-Drop Logic Builder makes defining the condition easier

46. Starting Data Collection 23 The Data Collection section in the navigation pane, lists the forms (also called instruments) that help organize data retrieved by the project. In order to create a new record, the form that contains the Study ID must be entered first.

47. Entering a New Study ID • A new record is created when a non-existing identifier is entered on the first page to the data collection interface. Press “Enter” or “Tab” key to submit the data. • If the record already exists, that Study IDisretrieved. 24

48. Using an Existing Study ID An existing Study ID can also be selected from the appropriate dropdown list on the first page of the data collection interface.

49. Generating Reports Report Builder allows you to create simple reports.

50. Displaying Reports The reports can be used to display the data and navigate to specific records.