The following is a list of resources for getting answers to questions about 1) how something works in REDCap, and 2) how REDCap is managed at OHSU. T

In REDCap  

Access these resources when you are logged into REDCap.

• Help & FAQ 

• REDCap Training Videos

From OCTRI

Explore this online site to learn more.

• REDCap Help Wiki

• OCTRI Videos for REDCap Training

Email Help

The REDCap Team provides email help: 1) to process routine requests for new projects, production launches, production form changes, etc., 2) to communicate and answer questions about operations, 3) to solve problems using core functionality covered in Basics and Survey trainings, and 4) to support self-directed training and instructions for standard functionality.

Email help is not available for projects using the Self-Service support track.

Email Operations

• Address: redcap@ohsu.edu

• Availability: Email is monitored during business hours and business days.

• Response Window: Response within 2 business days of receipt of your email.

Tips for Emailing the REDCap Team

• Include the exact name of your project.

• Include pertinent details to help the REDCap Team investigate the issue, such as: record id(s), form name(s), variable name(s) for fields, survey title(s), event name(s), etc.

• Include the text of or screen shot of system messages, such log in failures, branching logic errors, 

Drop-In Sessions

The REDCap Teams holds 2 weekly drop-in sessions to provide in person help to customers building and managing projects: 1) to solve problems they encounter using core functionality to build or manage a project, 2) to help set up surveys and survey distribution, as well as conduct the required pre-production survey reviews, 3) to support self-directed training and instructions for standard functionality, 4) to provide feedback on and help with making production change as outlined in the production changes page, and 5) to act as sounding board for design decisions.

Drop-in help is not available for projects using the Self-Service support track.

Drop-In Operations

• When: Monday's: 2pm to 3pm & Thursday's: 11am to 12pm

• Where: All drop-in sessions are held using videoconferencing software. A link to the drop-in session is emailed to an attendee up completing the registration form.
• Register: Sign up for drop-in
• Who is eligible for drop in: The project point person. Drop-in are not intended for more than one person (i.e. the point person) from a project to meet with the REDCap Team member for help. Please reach out ahead of time if you are handing off the project point person responsibilities and would like to attend drop-in with another team member, or if the PI or Data steward would like to attend and observe the drop-in session.

Drop-in Session Management

• When attendees join the videoconference meeting they will be placed into a "waiting room."
• Attendees should stay connected to the meeting in the "waiting room," until you are admitted to the session.
• Attendees are expected to join meeting with a device that will allow the attendee to see screens, maintain a clear audio connection, and from their remote or OHSU work site.
• The REDCap Team manages drop-in on a first come, first served basis, and the waiting room act as our drop-in queue.
  • Pre-production survey reviews prioritized.
  • Time allotted per person depends on the number of attendees.
• We admit attendees into the session, one at a time, to answer questions and provide help.
• Typically, we will screen share.
• We use Zoom for our drop-in sessions, which is not approved for PHI. We will not be able to screen share for production projects where PHI could be accessed.

Tips for a Productive Drop-in Sessions

• The REDCap Team responds in real time to the project build, identifying issue as they are presented and answering questions that arise. To get the most out of drop-in, we recommend attendees take notes.

• For advice regarding set up and design, managing production changes, approaches to data collection or data monitoring, at drop-in sessions, the REDCap Team is available to act as a sounding board and to provide feedback regarding the point person's proposed solution. Longer discussions on these topics would involve custom support.

• Survey Project Tips
  Before attending their first drop-in session, we request survey project builders complete the following activities:

  • Enable as a survey(s) all the form(s) intended to be completed as surveys by their participants.

  • For every form enabled as a survey, test the form's survey settings by completing the form as a survey.

Custom Support

Custom support is for help above and beyond what the RECap Team can provide over email or at a drop-in session. There are charges for custom support. The exact costs are determined on a case by case basis per project and depends on the level of the support and scope of the work. Reach out to the REDCap Team if you are interested in custom support. Review the Costs & Charges page for more information about our rates.

Custom support is not available for persons building and managing projects using the Self-Service support track.

The general areas of focus for custom support as as follows:

Supplemental instruction for standard functionality

Supplemental instruction is for customers building and managing projects who are seeking or would benefit from a REDCap Admin's help in applying the materials covered in trainings (Basics, Survey or self-directed) to the context of their study or seeking coaching in using standard functionality features. Training requirements apply. 

Consultation for project design & project management

Consultations are for customers seeking advice or guidance on 1) how to set their project up to meet specific requirements of their study, and 2) how to apply best practices for collecting data and managing the project throughout its lifecycle.

Design & build collaboration

Design and build services are for for project teams seeking an expert to collaborate with their project builder to complete project set up activities, such as applying form optimizations or customizations, assisting with setting up data management and project management features, such as Alerts & Notifications or Data Quality rules, or implementing creative solutions using out of the box features to meet the needs of nonstandard data collection or survey projects. Training requirements apply for the builder.

Design and build collaboration is only available for projects using the Self-Service support track.