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To Add a User Those with admin privileges may grant other users access to the project. Before adding a new user to the project, please ensure these individuals have been added to the appropriate IRB protocol and have completed CITI training, if applicable. Once this is complete, log in to REDCap and...

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 automatically assume the permissions of the role. If you remove a user from a role, they initially...

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 the meaning of an answer for all existing records. Do not change a raw value/label pair in...

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 from all existing records. A better method is to hide legacy question(s). There are several methods...

The list below is an abridged version of the REDCap Change Log Summary for the LTS 14.5.x branch, focusing on the end user impact at BILH. 1. Improvements to the Online Designer: New icons! The standard icons for Edit, Branching Logic, Copy Move, and Delete have been given an update. Copy field...

The list below is an abridged version of the REDCap Change Log Summary for the LTS 15.0.x branch, focusing on the end user impact at BILH. 1. Randomization: Randomization has gone through a number of improvements with this version of REDCap. Note: Thanks to Luke Stevens (Murdoch Children's Research...

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 Draft Mode" button at the top of the Designer page to start making changes. Changes made in Draft Mode...

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 deleted and the reason for the delete in a Word document, which can be uploaded to the project's File...

Calculations in REDCap are generally performed only when a form containing the calculation (whether a calculated field, a @CALCDATE or @CALCTEXT) is opened for that record. Use Rule H to update the calculations in all records without you having to open each record individually. This is important...

Removing a user only impacts their access to the project; it will not delete/remove any records they have created or other work they have done in the project. If a user has left a study, we encourage removing them from User Rights so that only the current users are listed. A user can always be re...