Frequently Asked Questions | REDCap

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Frequently Asked Questions (FAQs)

These step by step instructions can help guide you through REDCap’s many features.

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Project Design

How do I create a new project?

How can I modify multiple fields at once?
How do I insert an image?
How do I insert a video?
How do I customize the appearance of REDCap?
How do I use field embedding?
How do I put multiple fields in one row?

What is a custom dashboard? How do I create one?

When should I move to production?
Can I keep data entered during development?

How do I set up longitudinal events?

Should I use a longitudinal design or repeating events?
How do I set up repeating events?
How do I set up a repeating form?

How do I transfer my project from one REDCap system to another?

Can I include multiple language translations in my project?

Data Security and Protection

How do I prevent identifiers from being included in outgoing emails?

What are the user right options?
How do I manage user rights?
What are roles? How do I use them?

What are Data Access Groups? How do I make one?

Production Changes

How do I make design changes in production?
How do I rename fields?

Can I change the codes in a multiple-choice question?

How do I delete form data?
How do I delete a project?

Can I rename a record after it has been created?
How do I delete a record?

Surveys

How do I activate the survey function?

How do I display a survey queue?

How do I attach a survey PDF to an alert or notification?
How do I find the survey return code?
How do I automatically send a survey?

How do I prevent identifiers from being included in outgoing emails?

How do I enter data into an incomplete survey?
How do I find and resend an outgoing email sent from my REDCap project?

Features - Basic

How do I reference data that aren’t in fields on a form?

What are action tags?

How do I use checkbox fields in branching logic?

How do I perform calculations?
How do I calculate a date?
How do I calculate age based on a date?
How do I calculate the interval between two dates?
How do I perform a calculation on text fields?
Why am I seeing an error on my calculated field?

How do I set up a custom record label?

What is piping and how do I use it?

Features - Advanced

How do I set up an alert or notification?

What is REDCap API?
How do I set up an API to export data to SAS?
How do I set up an API to export data to R?
How do I request an API Token?

eConsent

What is REDCap’s eConsent framework?

How do I build an eConsent?
How do I upload a PDF of a translated consent?
eConsent New Build Self Evaluation Checklist

How do I administer eConsent?

How do I create a new version of my eConsent?

Data Import, Export, and Reports

How do I import data?

How do I export large datasets?

How can I create a report for multiple events?

Troubleshooting

Why is my REDCap project so slow?

I added a new form to production. Why can’t I see my new instrument?