REDCap Frequently Asked Questions

How do I request a new REDCap project?
Are there fees associated with using REDCap?
How do get trained in using REDCap?
How do I cite the use of REDCap in my publications?
How do I specify the use of REDCap in my IRB or grant application?
Can I use UNC's REDCap for electronic consent (eConsent)?
Can I use UNC's REDCap for FDA-regulated studies?
What is production mode in REDCap?
Can I make changes to my project in production?
If I make a change, will my data update automatically?
How do I add new users to my project?
What are my options for user permissions?
When do user permissions expire?
Why aren't my forms showing up on my longitudinal project?


How do I request a new REDCap project?

If you are ready to begin a new project, submit a REDCap Service Request.

If you are not familiar with REDCap and want to learn more, check out the introductory videos at projectredcap.org.


Are there fees associated with using REDCap?

Currently, we only charge for consultant time in supporting your project. Therefore, you control your costs by the amount of assistance you request. This assistance includes direct work on the project, troubleshooting, guidance, training for your team , meetings, answering questions, etc.

There may be instances where a problem arises with your project that requires consultant support (without you having requested assistance). Our team of REDCap administrators can assist. The current rate is $75 per hour.

If you require an hour or less of consultation time throughout the entire life of the project, we will waive the first hour. The first hour is generally needed to create the project from our template and add a few initial users for development. This hour also includes a review by our staff before moving the project from development mode into production mode.

Custom Code and External Module Requests: External modules and custom code must go through an internal approval process within TraCS. Please allow approximately 30 days for review. API Configuration and Support: $75.00/hr; Custom Programming: $75.00/hr. NOTE: The REDCap team does not provide active support for external plugins for individual projects, unless it is something that is approved to be made available to all users and projects. If an external plugin breaks as a result of our routine maintenance, we cannot provide in-depth troubleshooting to try and fix it. What the REDCap team will do is report the issue to the code developers for remediation.


How do I get trained in using REDCap?

NC TraCS is currently developing a REDCap self-paced, training platform (TBA). To practice using REDCap, we offer UNC and UNC Health employees access to the REDCap Learn environment: (learn.redcap.unc.edu). Once registered and logged in, you can create a sandbox project in order to try using REDCap. Anything created in the sandbox can be transferred to a live REDCap project when ready.


How do I cite the use of REDCap in my publications?

Please cite both the NC TraCS Institute and the REDCap development team in any publications. View the REDCap grant document to learn more.


How do I specify the use of REDCap in my IRB or grant application?

A standard REDCap description is available for inclusion in IRB and grant applications. View the REDCap grant document to learn more.


Can I use UNC's REDCap for electronic consent (eConsent)?

REDCap is being provided as an electronic consent (eConsent) solution for research studies that are not FDA-regulated. REDCap can also be used to document assent for research studies that are not FDA-regulated. For all other needs for electronic consent or electronic signatures for research studies that ARE FDA-regulated, users should use DocuSign for Human Subjects Research. If you do intend to use REDCap for electronic consent or assent and your study meets the requirements, the eConsent module must be enabled on the survey instrument. In addition, your IRB application must state you will be using REDCap to obtain consent and/or assent.


Can I use UNC's REDCap for FDA-regulated studies?

REDCap at UNC has not been validated for Part 11 compliance and cannot be used for FDA regulated studies. At this time, there is no electronic data capture system at UNC that has been validated for FDA 21 CFR Part 11 compliance for broad institutional use. For electronic signature needs, DocuSign is the provided solution by UNC to support FDA regulated studies and has been fully validated to meet FDA 21 CFR Part 11 requirements. If you are uncertain as to whether your study falls into this category, please contact the This email address is being protected from spambots. You need JavaScript enabled to view it. or the This email address is being protected from spambots. You need JavaScript enabled to view it. for help.


What is production mode in REDCap?

Production mode is where you begin to collect actual data for your project. Normally, all test data created during development will be deleted when moving to production. (It is much easier to find and resolve issues before your project goes into production mode.)


Can I make changes to my project in production?

Once in production mode, changes must be reviewed and approved by our staff before they take effect.
Exception: REDCap will automatically approve the addition of new fields, as long as that is the only change made. It is best to add new fields separately from other changes so they are approved automatically. Once you have added the fields, make any other changes that are needed. You can continue to use the forms "as is" while waiting for approval of the changes.


If I make a change, will my data update automatically?

REDCap does not update any existing data should you make a change in the coding or meaning of a question. Coding changes are permitted, but you will need to plan on how to update the existing data. You can do the update manually subject by subject, or you can import corrected data to replace the existing data. You should export your data before making such changes to existing data.


How do I add new users to my project?

Please submit a REDCap Service Request for "user change."

When requesting a new user, you'll need to specify:

  1. ONYEN for UNC staff, faculty, and affiliates (or name and email address if ONYEN is not known)
  2. if non-UNC staff - the user's name and email address
  3. permissions requested (include the role or name of someone else that has the intended permissions)
  4. Site/Center (if this is a multi-center project using data access groups)

User access is for one year initially and can be renewed as needed.


What are my options for user permissions?

TraCS Standard Roles include:

  • Principal Investigator: Project design and setup, view/edit data, export full data set, add/edit reports, stats and charts, survey distribution tools, calendar, data import, logging, file repository, data comparison tool, data quality, create records, record locking/unlocking, edit survey responses, and request new users be added to, removed, or have their access edited within a project
  • Project Lead: Project design and setup, view/edit data, export full data set, add/edit reports, stats and charts, survey distribution tools, calendar, data import, logging, file repository, data comparison tool, data quality, create records, record locking/unlocking, edit survey responses, and request new users be added to, removed, or have their access edited within a project
  • Data Manager: Project design and setup, view/edit data, export full data set, add/edit reports, stats and charts, survey distribution tools, calendar, data import, logging, file repository, data comparison tool, data quality, create records, record locking/unlocking, edit survey responses
  • Co-Investigator: Project design and setup, view/edit data, export full data set, add/edit reports, stats and charts, survey distribution tools, calendar, data import, logging, file repository, data comparison tool, data quality, create records, record locking/unlocking, edit survey responses
  • Biostatistician: Project design and setup (access data dictionary), enter/edit data, edit survey responses, create records, export full data set, add/edit/organize reports, stats and charts, calendar, data import tool, data comparison tool, logging, file repository, record locking, data quality
  • Study Coordinator: Enter/edit data, create records, export de-identified data, survey distribution tools, calendar, add/edit/organize reports, file repository
  • Data Entry: Enter/edit data, create records, no access to data export
  • Data Monitor: Read only access, no access to data export

Custom permission roles are also available. Learn more about custom permissions and module access rights.


When do user permissions expire?

Permissions are automatically set to expire one year from the date of addition. During the month access is scheduled to expire, the PI and their delegate will receive notification emails with a link to renew access. The PI must renew the delegate's access, as the delegate cannot renew their own access. TraCS staff will renew access for the PI.

If a user leaves before the expiration, be sure to submit a request to remove access.

Note: We generally create a separate data access group (DAG) for each site so that users at a particular site will be able to see/access the subjects assigned to, or created by, that site.


Why aren't my forms showing up on my longitudinal project?

When adding new forms to a longitudinal (repeating visits) project, the new forms will not be visible until they are assigned to an event. In production mode, a TraCS administrator will make that assignment for you. Additionally, any new events or changes to events in production mode will need to be made by a TraCS admin.

For assistance, submit a request. After completing your contact information, select "Make a request or ask a question"; then select "Add a new instrument(s) to my project". Fill out the table accordingly and submit.

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