Microsoft Word - REDCap Tutorial_Copying

  REDCapSupport:[email protected]

VersionDate:4/2019

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CopyingProjectsandFormsinREDCap

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Whentocopyyourprojectorforms

Mostly,userscanconsidertocopyaprojectoraforminordertomakeabackupandkeeptheoriginal

productionprojectsafeandunchangedbeforemakingcriticalchan ges,ortoreproducesomedatacollection 

process.Copyingaprojectcanbedonein‘OtherFunctionality’bythefull‐accessaccount

userwith

correspondingprojectleveluserrights.Also,intheDataDictionarymodulebydownloadinganduploadingthe

datadictionaryaprojectcanbereproduced.ForcopyingonlyaforminOnlineDesigner,theinstrumentzipfile

canbedownloaded.

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Thefollowingareexamplesofinstancesthatmayrequirecopying

aprojectorform:

 Criticalprojectsetups(e.g.definingevents,linking/delinkingeventstoforms,surveysetups,IDsetup)or

dataentryformmodifications(e.g.addingordeletingfieldsandforms,branchinglogic)needtobemade

onaprojectthatisalreadyinproductionmode.Someofchangesare

notallowedinproductionanddraft

mode,butonlysuperuser (admin) can  doit.Ineedtochange manythings in my data entry form and

don’tliketowaitadmin’sapprovalforeachchangerequest.So,I’llcopythe projectandmakethechanges

inthecopieddevelopmentproject

withsometests.Whenitfinallylooksready,I’llupdatetheformsand

projectsetupsatonceintheoriginalproject,orusethecopiedprojectinsteadofmyoriginalprojectafter

movingittoproduction.

 IwanttoreuseotherREDCapprojectandformsmycollaborator madeand

bringittomynewproject.

 Thereareformsinonepr oject,bu tIneedtosplitthemintoseparateprojectswhetherornotIwilllater

mergethem.Forthis,I needtocopyselectedformsanduploaditonanewblankproject.

 Ihavemultiplesurvey

formsandeachofthemshouldbesentoutusingpublicsurveylink.Sinceonlythe

firstsurveyformisusedforthepubliclink,Iwouldliketosplitthesurveyformsintoseparateprojects.

 Iwanttotestmyproductionprojectbyentering  some recordsbeforemaking

somechangesbutdon’t

wanttoshowittomyproductionprojectassomeotheruserspullthedatafortrackingreportsanytime.

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Differentwaysofcopyingprojectsorforms:

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1) CopythewholeprojectinOtherFunctionality

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 First,youmustbeaFull‐AccessuserinourCCTSREDCapsystemtocopytheproject.IfyouhaveAccess‐

Onlyaccountwithnoaccesstocreateanewproject,youcan’tcopyaproject.Ifyouneedtoupgrade

youruseraccounttofull‐accesslevel,pleasesubmi t

therequestthroughCCTSservicerequestpage.

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 Whenyouhaveafull‐accessaccount,checkyouruserrighthastheaccesstoProjectSetupintheproject

thatyouliketocopy.OnlyuserswhohaveaccesstoProjectSetupcancopytheproject.(seethescreen

shotbelow)

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GotoUserRights: 

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  REDCapSupport:[email protected]

VersionDate:4/2019

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3) CreateasameprojectusingDataDictionary

ClickProjectSetupDataDictionaryandyoucandownloadoruploadthedatadictionary.Afteryou

downloadadatadictionaryfromtheREDCapprojectyouhaveaccess,orsomeonegivesyouthedata

dictionaryfile(.csv),youcanuploadittoa

neworexistingprojecttohavethesameproje ct.Remember

adatadictionaryonlycontainsforms/fieldsbutnoentereddataandnoprojectsetups suchas

longitudinaleventsdefinition,reports,userrights,etc.

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Note:AllScreenshotsarefromREDCapversion8.9.2

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