- Created by Julie Mitchell, last modified by Nate Ariki on Jul 31, 2025
Welcome to OCTRI's REDCap Help wiki. Learn how to get started with REDCap at OHSU, get help building and managing your REDCap project, and expand your REDCap skills.
REDCap was created to put researchers in control of their work. No programming or technical experience is needed to stand up a data collection project. At OHSU, personnel build and manage their own projects with guidance and help from the REDCap Team.
For information about the kind of help and guidance the REDCap Team provides, please review our model of support.
Regarding specific REDCap functionality, the material in this wiki is meant to supplement the help material integrated into REDCap. If you are interested in learning more about a specific REDCap feature, first check REDCap for a video, check the REDCap FAQ, and review the documentation in REDCap.
For more information, email the REDCap Team at redcap@ohsu.edu.
You can find the following kinds of information in this wiki:
- REDCap Operations at OHSU
- Tips and best practices for building and managing REDCap projects
- Instructions and guidance to supplement help material embedded in the REDCap software for using various features, such as Automated Survey Invitations or the the Randomization module
Share your suggestions and feedback or ask questions by emailing the REDCap Team at redcap@ohsu.edu.
Get Started
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Most Common Charges
- Accounts for external collaborators
- Additional help for implementing certain kinds of e-consent
- Setting up a project to use the study team's Twilio account to send survey invitations
- Custom support for coaching new project point persons to accelerate their learning
For more details, refer to the costs & charges page.
Build & Manage Projects
Setting Up a Project
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Managing a Project
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Getting Help with a Project
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Stay Up to Date & Learn More
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E-Consent Regulatory & Operational Considerations
Studies approved under an external IRB need to inform the IRB of record of OHSU's REDCap e-consent implementation standards.
Multi-site studies cannot host e-consents for non-OHSU sites.
Some e-consents include additional technical complexity that requires additional help for which there are charges.
For more details, contact the REDCap Team.
Blog Posts
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Blog: Upgrade to 15.5.3 Complete
created by
Jul 17, 2025
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Blog: Upgrade to 15.4.5 Complete
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Jul 02, 2025
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Blog: Upgrade to 15.4.4 Complete
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Jun 24, 2025
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Blog: Upgrade to 15.4.3 Complete
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Jun 18, 2025
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Blog: Model of Support Update: Renaming Supported Service to Standard Service
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Jun 12, 2025
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Blog: Upgrade to 15.4.2 Complete
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Jun 04, 2025
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Blog: Upgrade to 15.3.3 Complete
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May 15, 2025
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Blog: Sending Survey Invitations Securely with REDCap
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May 13, 2025
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Blog: Upgrade to 15.3.0 Complete
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Apr 22, 2025
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Blog: Bug in @CALCDATE Function
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Apr 15, 2025
Search the Help Wiki
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Help Wiki Table of Contents
101: Getting Started with REDCap at OHSU
Consent / E-Consent
- 1 - Regulatory Considerations for E-Consent
- 2 - E-Consent Building and Project Set Up
- 3 - Training the Study Team to Use E-Consent
- 4 - Monitoring an E-Consent Project
- 5 - E-Consent Revisions in Production
Core Operations for Projects
- Close or Complete a Project
- Create a New Project
- Move a Project to Production
- Production Changes
- Types of Projects Supported
Managing Users & User Operations
- External Non-OHSU Users
- Problem Solving for User Access, User Permissions and User Management
- Project Level User Management
- System Level User Management
- User Permissions and the Principle of Least Privilege
Project Building & Project Management
- Copy Project or Project Entities
- Downloading Data & Metadata
- Form Building
- Longitudinal vs Repeating Form/Events
- Project Point Person
- Testing and Optimizations: Forms & Fields
- Training Projects for Project Teams
REDCap Operations at OHSU
- Citing REDCap
- Costs & Charges
- Downtime
- How to Get Help
- Login
- Model of Support
- Out of Office Help Operations
- REDCap Team
- Regulatory & IRB
- Requirements for Using REDCap
- Software Set Up and Administration
- Training & Learning Resources
Special Project Features
Survey Projects
- Add Survey Functionality to a Form (Base Survey Settings)
- Automated Survey Invitations
- Grouping Surveys Together
- In-Person Survey Completion by Participants
- Pre-Production Survey Review
- Regulatory Considerations for Survey Projects
- Supporting Survey Participants
- Surveys that Need to Be Taken More than Once
- Testing a Survey
- Tips for Building and Managing Survey Projects
Upgrade Notes
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