REDCap Training

Internal Resources

REDCAP
REDCap Training

Reminder: Please complete the following training before July 5th 2022 - - "REDCap: Best Practices for Maintaining HIPAA Compliance and Protecting Personal Health Information (PHI)" This training is now required for new users at the time of account creation, and for existing users before close of business July 5th 2022. The training takes only 5-10 minutes to complete and covers practical ways to make sure any PHI entered into the tool is secure, access is limited, and inappropriate exporting is prevented. If you have any questions at all, please reach out directly to psom-ocrops@pobox.upenn.edu or lauraee@upenn.edu

Once your account is created, OCR STRONGLY recommends you watch all REDCap Training videos before building your first project.

OCR hosts several REDCap training courses which can be found in Workday After logging in (using your PennKey and password), search “REDCap” in the “Find Learning” dashboard. Additional trainings (both instructor-led and eLearning) will be added soon.

Training

Managing Clinical Data using REDCap

REDCap is a secure web application for building and managing online surveys and databases. The application is specifically geared to support online and offline data capture for research studies and operations. This session will focus on basics and fundamentals for using REDCap.

Topics Covered:

Designing a REDCap Survey
Reviewing Basic Functions
Configuring Project Settings
Using Branching Logic / Piping
Assigning "User Rights"
Exporting Data Collection

Managing Clinical Data using REDCap: Intermediate Training (Part 1)

REDCap is a great option for Penn Medicine clinical research teams to build and manage online surveys and databases. This training builds on the basics and fundamentals covered in the "Managing Clinical Data using REDCap" course.

Part 1 focuses on creating REDCap projects that use the system's functionality to adhere to data management best practices and HIPAA compliance. Part 2 will do the same, but focuses more on survey creation and distribution as well as safely exporting data and creating reports.

Some topics covered in Part 1

Navigating the "Create a new REDCap Project" screen
1. "Project Purpose" options
2. Using Project Folders to organize your projects
3. Creation options (Empty vs. Upload XML vs. Template)
4. Templates
Using the Online designer
1. Edit Field box options
  1. Text box validation options
  2. When to use Required fields
  3. When to use Identifier fields
  4. Using Action Tags
2. Using the below field types
  1. Calculated fields
  2. Signature
  3. File Upload
  4. Slider/VAS
Using Matrix groups
Enhancing your project's appearance
1. Descriptive fields
2. Begin New Section fields
3. Piping
4. Field Embedding
5. Using HTML and the Rich Text Editor
Optional Modules and Additional Customizations
1. Record IDs (Using auto-numbering or not)
2. Using Custom Record labels
3. Designating Secondary Unique Fields
4. Ordering records by another field
Field Comment Log vs. Data Resolution Workflow (REDCap's querying functionality)
Creating appropriate project User Rights and User Roles

Managing Clinical Data using REDCap: Intermediate Training (Part 2)

Some topics covered in Part 2

DE Forms vs. Surveys
Setting up Survey Settings
1. Survey Status & Custom message
2. Survey Design options
3. Survey-specific email invitations
4. Survey Stop Actions
5. Question numbering
6. Display format: one page vs. multiple
Survey distribution
1. Public vs. "private"
2. Short Survey Links
3. Custom Survey Links
4. Using the Participant Lists to distribute surveys
  1. Adding Subject emails
  2. Composing Survey invitations
5. Survey Invitation Log
Safely exporting project data to maintain HIPAA compliance
Reports