1. 2/10/15 Terri Shkuda Research Informatics redcap@hmc.psu.edu

2.  Survey Access codes ◦ QR code can link to a survey using a mobile device that has a QR Scan app.  Invitation reminders ◦ Reminder to complete a survey can be scheduled for up to 5 reminders according to a time designated such as elapsed time, specific date/time or recurring.  Confirmation email to participants with an optional attachment to the email. ◦ For public surveys, the confirmation can be sent by requesting the participant to enter their email address.

3.  Login field ◦ You can improve security by requesting that the participant enter a security code(s) from up to 3 fields that have been captured in the record for the participant. The participant would need to know the value of those fields and respond correctly. It also provides for the ability to lock out after a number of failed attempts.  Modify completed survey responses by participant. ◦ Using the Save & Return Later with the option of returning with the Survey Login fields instead of the Save & Return later code.  Hide page numbers and Previous Page button

4.  Signature type field ◦ Ability to capture drawn signatures (or hand-drawn images) using a mouse, pen or finger and will be displayed inline on the form as well as displayed on the PDF.  Auto calculations ◦ REDCap will now perform calculations on fields that are triggered by values being imported without having to visit and save the form. ◦ New DQ rule to fix calculations that have incorrect values based on changes or prior data imports.

5. Project Management  Establish a standard for variables including a common option choice vocabulary: ◦ 97, Missing ◦ 98, Unknown ◦ 99, Refused to answer/Preferred not to answer  Create a common data element list with values for your department.  Create data quality rules.  Lock forms after verification.  Ask for a data dictionary review by PHS.  Download your data dictionary in Development mode on a regular basis.

6. Design  Preferred field types ◦ Text field with validation (format and ranges) ◦ Categorical  Keep all date fields of the same format for the project.  Identify text fields with a common list of values and convert to categorical.  Group fields on the same form that are collected together.  Field notes: supply units, formats Testing  Pilot the survey ◦ If the same answer is given for a field for all records, leave it out. ◦ You might pick up on confusing questions.  Test all data entry flow especially branching logic