Support Tracks

_{The purpose of the supplemental project intake is to make 1) distribute the Builders Agreement and Terms of Services forms, 2) uncover any barriers for study teams selecting the self-service support track, and 3) collect additional information for non-research projects for billing purposes and to determine if help above and beyond drop-in help may be needed. For self-service and non-research projects, completing the supplement intake is required before the REDCap Team can approve a new project request.}

_{We provide 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.}

_{We hold 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, and 4) to act as sounding board for design decisions.}

We offer Survey support for funded research to bolster and streamline help solving problems and making design decisions for customers building and managing projects using REDCap for survey collection or multi-site data collection. Investigator Initiated Research studies are eligible and priority is given to OCTRI funded projects and projects that align with OCTRI's mission. Residents and student (e.g. medical, dental, pharmacy, nursing, used towards degree completion...) lead projects are NOT eligible.

_{We provide supplemental instruction for customers building and managing projects and who are seeking 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.} 

We provide consultations 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.

We provide design and build services to collaborate with the project builder to complete project set up activities, such applying form optimizations or customizations, to assist with setting up data management and project management features, such as Alerts & Notifications or Data Quality rules, or implement creative solutions using out of the box features to meet the needs of nonstandard data collection or survey projects.