Institute for Clinical and Translational Science (ICTS) Fred McClurg Neil Nuehring New Features and Improvements in REDCap 6.1.4

New Features Overview Survey Access Codes:  Access Code  Short Code  QR Code Survey Login Survey Settings (Hide/Show “1 of x pages”) Data Export, Reports, and Stats  New Report Builder  Report User Access  Report Fields  Report Filters  Easier Data Export Questions

New Survey Access Codes and QR Codes

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” is not case sensitive

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 all survey links  Respondent with QR Code Scanner can quickly navigate to survey on device without typing Survey QR Code

New Survey Login

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 except public) 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 to Enable:  Edit Instruments  Survey Settings

Modify Completed Survey Addresses Requirement: o Allow respondents to update survey data (e.g. contact information) How it works:  Found on Survey Settings page via “Save & Return Later” section  Enable Return Code when completing partially completed surveys (existing)  Check Return Code when returning to completed surveys for editing (new)  Respondents can to return to completed survey for editing

Modify Completed Survey Addresses Requirement: o Allow respondents to update survey data (e.g. contact information) How to Enable:  Or enable Survey Login instead of return code when returning to completed surveys (new)

New Survey Settings

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

Data Exports, Reports and Stats

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 Step 1: User Access Or grant a set of users access to view report

Define fields Type or select drop-down Delete fields Reorder fields Add all fields from instrument Include DAG group Report Step 2: Fields to Include

A filter allows you define a criteria in order to narrow the data displayed Report Step 3: Filters

Logic using “AND” and “OR” can be applied to a filter Report Step 3: Simple Logic Filter

Advanced Logic filter using “AND” and “OR” can be specified Report Step 3: Advanced Logic Filter

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 Step 3: Event or DAG Filters

Three fields can be selected to specify a sort order. Report Step 4: Order Results (sort)

View Report

Export Data

Stats & Graphs

Questions?