Page tree
Skip to end of metadata
Go to start of metadata


Compare with Current View Page History

« Previous Version 10 Next »




  • Activating External Modules (mentioned that they've been configured....and not change variable names because it may interfere with the EM functionality.)
  • Activate ASI
  • Make sure to select this field so that participants receive a copy (which causes the ASI to send email)
  • Go back and add researcher signature
  • How to access the PDF from researcher point of view
  • What it looks like when the participant receives a copy of the signature/process they must take (clicking link then downloading file etc.)

Create a new REDCap project using a template

  1. Go to: and after entering your credentials, click ‘New Project.’

  2. Enter project relevant information.
    1. Enter the Project Title based on the IRB information.
    2. Select Research from the ‘Purpose of this project’ drop-down menu

  3. Select ‘Use a template’ from the Start project from scratch or begin with template? options.

  4. Select IRB: Consent to Participate in Research and click ‘Create Project.’

Modify the consent form text based on the project.


    1. Warning: Do not modify the fields and variables inside the instruments 'Participant Email' and 'Participant PDF Consent form' since they interfere with external modules functionalities.

  3. The consent temple contains 14 fields. Modify the text in red located in each field.


  4. Click the Full-Screen icon on the editor bars.

  5. Replace red text with study specific language and change the text color to black.


  7. The form contain fields for the Researcher's name, signature and date. These fields are hidden while the participant is taking the survey and are meant to be completed after the participant completes the survey.

  8.  Warning: The field 'Send signed consent copy to participant' cannot be modified since it affects the Automated Survey Invitations tool that sends the completed copy of the consent to the participant. 

  9. Modify the consent question fields that will be used to determine if the participant read the consent.
    1. Caution: DO NOT modify the shazam_1 field or the correct_answer_total field. These fields are used for branching logic and external modules.
    2. Click the edit pencil on Question 1.

  10.  Replace the field label with the a question based on the consent form.

  11. On the Choices section, replace the answers. Input wrong answers in choice 1 and choice 2. Input the correct answer in choice 3. 
    1. Do not change the variable name since it affects branching logic and external modules.

  12. Repeat steps 10 and 11 on Questions 2 and 3.
    1. Notice that the choices are in different order. Remember that in choice 3 you need to input the right answer for the external module and branching logic to work correctly.

  13. Feel free to modify the incorrect_answer and correct_answer fields text, but do not change the branching logic and the variable names since they affect the branching logic.

Activate the External Modules

The External Modules are already pre-configured on the template. Reminder: Do not change variable names that can affect the behavior of the external modules. The modules needed for the template to work properly are: Paper Trail, REDCap CSS Injector, Survey UI Tweaks and Shazam.

  1. |Click on External Modules located on Applications

  2. Click 'Enable a Module.'

  3. Search the module ' Paper Trail' and click Enable.

  4. Repeat step 2 and 3 to find the and enable the additional modules, 'REDCap CSS Injector', 'Survey UI Tweaks' and 'Shazam'

  5. You should see all 3 modules in the Currently Enabled Modules list.
    1. Reminder: Do not make modifications to the external modules since they are already configured to work with the instruments. 

      For more information about external modules contact the REDCap Admins.

Activate the Automated Survey Invitations (ASI)

  1. Click on the 'Automated Invitations' button that belongs to the instrument 'Participant PDF Consent form.'

  2. You can associate another email with the account like an office or lab email address. 

  3. The text in the paragraph is an example of what the participants will get when they receive the email asking them to access their copy of the consent. Feel feel to modify the text accordingly but do not remove [survey-link] or [survey-url]. The survey link and URL brackets are used to provide participants access to their survey.

  4. Do not change the branching logic in 'Step Two' since it affects the conditions needed to send the automated email to the participant.

  5. Click Active to activate the ASI and then click Save. 

  6. The ASI is now active.

Add Users and Define User Rights based on Project Roles


  1. Under ‘Applications’ on the right-hand side, select ‘User Rights’.

  2. Add users to the project based on their roles.
    1. Type the user’s NETID or name in the ‘Assign new user’ text box. A drop-down menu will provide options to select the correct user. Users need to log in to REDCap at least once before they can be added to the project.


Change a REDCap Project Status to Production




  2. After completing each of the seven steps, click ‘I am done!’



    3. Click Yes, ‘Move Project to production’.




  • No labels