FAQ

Q: How do I delete a record?

Deleting a record should not be undertaken lightly.  It may require notification of the IRB or PI, depending on the situation.  Best practice guidelines are to document the record id, what is being...

Q: How do I remove a question from a form or survey?

If a question, or set of questions, will not be used in the future, it is generally better to hide the question(s), rather than delete them.  If the question is deleted, that also deletes that data...

Q: How do I remove an answer?

Sometimes it is necessary to hide one or more of the possible answers (also known as "retire a choice" or "retire an option").  This prevents an answer from being used in the future, but does not...

Q: How do I check for critical issues when editing a Production project?

A critical issue is a change to your project that will cause data to be deleted or radically altered.  This includes deleting a field or incorrectly editing a field.  In this example, a user made the...

Q: How do I edit the answers to a radio button, drop-down list or checkbox question?

REDCap saves the raw value (also called the choice number: 1,2,3,4), not the label, when saving the data for a field.  That means if you change the label, or renumber labels, you can profoundly change...

Q: How do I edit a Production Project?

REDCap projects in production can be edited but the process is slightly different from editing in development mode.  When in production, the user must first enter Draft Mode by clicking the "Enter...

Q: What is Production? Why (and how) do I move my project to Production status?
Development vs. Production

The REDcap application assumes that any data entered in development mode is test data. While in development mode, REDCap does NOT track changes to a project's design and...

See also: Production
Q: How do I manage External Accounts I've requested? (The Sponsor Dashboard)

The study team member who requested an external user's account will be listed as the external user's sponsor, which grants them some additional abilities/responsibilities. On the My Projects page in...

Q: What permissions may a User be granted in REDCap?

This table has been adapted from the built-in REDCap Help & FAQ. A few BIDMC/BILH tips have been added.

User Right Access Notes Potential to Access Protected Health Info (PHI)?
Data Entry...
See also: Users
Q: How do I use Roles to manage Users?

A role is a group of users that have the same permissions.  Using roles makes managing user access faster and more organized; it is a recommended best practice.  When you add a user to a role, they...

See also: Users