Institute for Clinical and Translational Science (ICTS)

Fred McClurgNeil Nuehring

New Features and Improvements in

REDCap 6.1.4

New Features OverviewSurvey Access Codes:

Access Code Short Code QR Code

Survey Login

Survey Settings (Hide/Show “1 of x pages”)

Data Export, Reports, and Stats New Report Builder

Report User Access Report Fields Report Filters

Easier Data Export

Questions

New Survey Access Codesand QR Codes

Survey Access Code & Short Code

Addresses Requirement: When survey URL is published on paper When respondent is nearby using a mobile

How it works:Participant navigates to bookmarked URL:

https://redcap.icts.uiowa.edu/redcap/surveys

Participant enters alphanumeric code in text: Permanent access: 9 character access code One hour access: 5 character short code

Survey Access Code & QR Code

Manage Survey Participants: Public Survey Link Tab

Survey Access Code & QR Code

Manage Survey Participants: Participant List Tab

Survey Access Code Page

“Survey Access Code” is not the same as the “Return Code”

“Survey Access Code” is not case sensitive

Survey Access Code & QR Code Dialog

Addresses Requirement: When survey URL is published on paper When respondent is nearby using a mobile

How it works:Alternative to Survey Access CodeQR Codes available for all survey linksRespondent with QR Code Scanner can quickly

navigate to survey on device without typing

Survey QR Code

New Survey Login

Survey Login

Addresses Requirement:o Provides additional security for starting surveys o Improved login when “Save & Return Later” option enabled

How it works: Participant enters one, two, or three project fields used for login

credentials

Survey Login: Setup & Fields

To set up Survey Login:1. Select “Enabled” on the “Enable Survey Login?”

option2. Specify one, two, or three login fields for the user to

complete

Survey Login: Customizations

For Survey Login customizations:1. Select number of fields required for login2. Specify which survey (or all surveys except public) has login

capability3. Enter an error message that is displayed upon unsuccessful login

Survey Login: Security Settings

For Security Settings:1. Enter number of failed login attempts2. Enter lock out time after failed login

Survey Login Dialog

Survey Login setting displays a login screen which requires a login before being granted access to the survey.

Survey remains active for 20 minutes after successful login.

Modify Completed Survey

Modify Completed Survey

Addresses Requirement:o Allow respondents to update survey data (e.g. contact information)

How to Enable: Edit Instruments Survey Settings

Modify Completed SurveyAddresses Requirement:

o Allow respondents to update survey data (e.g. contact information)

How it works: Found on Survey Settings page via “Save & Return Later” section Enable Return Code when completing partially completed surveys (existing) Check Return Code when returning to completed surveys for editing (new) Respondents can to return to completed survey for editing

Modify Completed Survey

Addresses Requirement:oAllow respondents to update survey data (e.g. contact

information)

How to Enable: Or enable Survey Login instead of return code when

returning to completed surveys (new)

New Survey Settings

Display or Hide “1 page of x”

Addresses Requirement:o Due to branching logic, “1 page of x” may have been misleading

How it works: Option “Question Display Format” section via Survey Settings

page Enable/Disable display page number on multiple page surveys

Public Survey Easier to Type

Addresses Requirement:o Public Survey hash was difficult to type

Improvement: Public Surveys now have more human-

readable hash Hash characters are now less likely to be

mistyped

Data Exports, Reportsand Stats

Data Exports, Reports, and StatsAddresses Requirement:

o Capability lacking in Report Builder

Improvements: Single module replaces Report Builder, Reports, Data Export Tool, and Graphical

Data View & Stats page Zip file export of uploaded files Each report has user access settings to restrict access to Specific Users, User

Roles, or Data Access Groups Limiters in reports are now called “filters” Filters do not have to be included as a field in the report AND/OR logic is available Report columns can be reordered using drag-n-drop Survey timestamp fields can be displayed Data from specific events (longitudinal projects) can be displayed Three sorting fields

Data Exports, Reports, and Stats

Create New or Edit Existing Report

Grant all users access to view report

Report Step 1: User Access

Or grant a set of users access to view report

• Define fields• Type or select

drop-down• Delete fields• Reorder fields• Add all fields from

instrument• Include DAG group

Report Step 2: Fields to Include

A filter allows you define a criteria in order to narrow the data displayed

Report Step 3: Filters

Logic using “AND” and “OR” can be applied to a filter

Report Step 3: Simple Logic Filter

Advanced Logic filter using “AND” and “OR” can be specified

Report Step 3: Advanced Logic Filter

Advanced Report Logic

Or using advanced logic:( [first_name] = "" ) OR( [last_name] = "")

Filter to display empty fields is now possible:

A filter can be defined to display only values from an Event or a Data Access Group (DAG)

Report Step 3: Event or DAG Filters

Three fields can be selected to specify a sort order.

Report Step 4: Order Results (sort)

View Report

Export Data

Stats & Graphs

Questions?

icts-jira-rc@uiowa.edu