Institute for Clinical and Translational Science (ICTS) Fred McClurg Neil Nuehring Evan Hammes New Features and Improvements in REDCap 6.1.x

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:  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 & 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 Code  QR Codes available for most survey links  Respondent with QR Code Scanner can quickly navigate to survey on device without typing Survey QR Code

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?” option 2.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 login 2.Specify which survey (or all surveys) has login capability 3.Enter an error message that is displayed upon unsuccessful login.

Survey Login Security Settings For Security Settings: 1.Enter number of failed login attempts 2.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 Addresses Requirement: o Allow respondents to update survey data (e.g. contact information) How it works:  Enabled on Survey Settings page via “Save & Return Later” section  Use Return Code when completing partially completed surveys  Use Return Code or Survey Login when returning to completed surveys  Respondents can to return to completed survey for editing

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 human- readable hash  Hash characters are now less likely to be mistyped

Data Exports, Reports, and Stats Addresses 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: User Access Or grant a set of users access to view report

Define fields Type or select from drop-down Delete fields Reorder fields Add all fields from instrument Include DAG group Report: Fields to Include

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

Logic using “AND” and “OR” can be applied to a filter Report: Filters using logic

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

Addresses Requirement: o Previously minimal logic in report filtering Improvements:  contains(): Does text contain another string?  not_contain(): Does text not contain another string?  starts_with(): Does text start with another string?  ends_with(): Does text end with another string? New Filter Functions

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: Filters using an Event or DAG

Three fields can be selected to specify a sort order. Report: Order the Results (sort)

View Report

Export Data

Stats & Graphs

Questions?