REDCap

Follow the steps below to get started using REDCap:

1. Navigate to https://redcap.miami.edu to create a REDCap account and complete the requested information. You will receive an e-mail within a few minutes confirming your account was created. Reminder: You will need a Cane ID to complete the REDCap account request form.  To register for a Cane ID, please click here. 
2. Log in to REDCap’s URL in step 1 to view the Training Resources and the Help & FAQ sections. Here you will find videos and interactive demos of sample projects.
3. To request a new project navigate to the Request New Project tab. Complete and submit all required information.
4. After requesting a new project, you will be immediately redirected to a Decision Tree Survey form where additional information is required to determine its eligibility to be implemented in REDCap. Upon completion of the Decision Tree Survey, you will receive an auto created ServiceNow ticket for your request.
5. Communication updates or follow up questions from the REDCap Administrator will take place via the ServiceNow ticket.  You will receive a ServiceNow generated email every time a status update or question is added to the ticket.  Once the REDCap Administrator approves your project, you will receive a ServiceNow email of your project’s creation. Once it is created, you may begin creating your survey and/or data collection instruments.
6. When you are ready to start collecting real data, request to move your project from development to production in your study’s Project Setup page. The system will present the options to keep test data or delete test data to start from scratch when the project moves to Production

For requests regarding REDCap, please submit your request via ServiceNow General Support. Please ensure to include REDCap in the details of your request to ensure proper routing to our team.

ServiceNow General Support

Anyone who needs access to REDCap must have an active CaneID, including UMiami personnel and external collaborators. Please visit CaneID to register or for additional assistance with your account. Once a CaneID is obtained, navigate to https://redcap.miami.edu, log in using your CaneID credentials and complete the presented form. Once confirmed, your account will be created immediately.

register for a CaneID please visit: 
https://idm.miami.edu/caneid/registration?execution=e1s1.

Once a CaneID is obtained, to access REDCap, please navigate to https://redcap.miami.edu, log in using your CaneID credentials, then complete and submit the presented form below. A REDCap account will be provisioned immediately.

Although the University of Miami’s REDCap application is a web-based, secure, and HIPAA compliant system, there are three categories of studies that are not REDCap eligible:

🚫 Research that requires 21 CFR Part 11 compliance

🚫 Research that involves an investigational new drug or device

🚫 Research that is tracked for billing compliance

If your project falls into any of the above, then Velos eResearch is the application you should use. Please see the Clinical Research Participant Enrollment and Tracking Policy (PDF) for more information.

If your Research does not require 21 CFR Part 11 compliance or involve an investigational new drug or device, but requires tracking for billing compliance, you may still use REDCap as a supplemental system to Velos as long as all participants are registered in Velos for billing compliance purposes.

REDCap has a few quick video tutorials available that will provide more details on the application. To view them, click on the “Training Videos” link near the top of the page, after logging into REDCap. If you don’t see the link, navigate to here after logging in: https://redcap.miami.edu/index.php?action=training

As of 2024, the REDCap project is 15 years old and used by over 7000 institutions. There are many free and accessible resources online. Additionally, University of Miami hosts several trainings offered by the Biostatistics Collaboration and Consulting Core (BCCC) and the Biomedical Data Services at the Louis Calder Memorial Library. 

Biomedical Data Services: https://sp.library.miami.edu/subjects/biomedicaldata#tab-8

BCCC: https://www.publichealth.med.miami.edu/divisions/biostatistics/biostatistics-core/index.html

Training videos from the University of Arizona: https://cb2.uahs.arizona.edu/services-tools/surveys-clinical-databases-redcap/redcap-video-tutorials

To gain access to a project, please contact your project administrator/PI so that they can add you to the project.  If you are the administrator seeking access and your project is not an e-Consent project associated to a research study with FDA oversight, please complete the REDCap Form - User Right here.

REDCap Form - User Rights

Team members with a project administrative role have the ability to manage all aspects of a project including the addition and removal of team members.  The only exception where Administrative rights are not permitted is for e-Consent projects associated to research studies with FDA oversight.  The administration of the study team members for these projects is managed by the REDCap Administrator.

To request Administrative rights for non-FDA e-Consent projects or to request team members to be added or removed for FDA e-Consent projects, please submit the User Matrix ServiceNow Form.  

REDCap Form - User Rights

New project requests are initiated within the REDCap application by following the steps below:

1. Log into REDCap at REDCap.miami.edu

2. Click on the + New Project link (near the top of the site) for each project that you would like to request.

3. Complete the form and when you click on the blue “Create Project” button, the Decision Tree Survey will display in a pop up window to complete additional information regarding your project.

4. Complete the Decision Tree Survey and when you click Submit, a system generated email will be sent to the ServiceNow ticketing system, which will auto create a ServiceNow ticket for the fulfillment of your project request. All communications for your project request from the REDCap administrator will be performed via the auto generated ServiceNow ticket. You will receive an email with the ticket.

The Decision Treey Survey (DTS) is required for all projects.  The DTS determines the eligibility of your project to be implemented in REDCap. This is a required step for your project to be eligible for REDCap, and all questions must be answered.  Upon completing and submitting the DTS, an email is sent to the ServiceNow ticketing system and you will receive an autogenerated new project ticket for your submission.  All communications regarding your project request will be via this ticket until fulfillment of you request is complete.

1. Navigate to My Projects to locate your project.
2. Click the “Designer” link under the “Project Home and Setup” section.
3. Click on the name of the instrument that you wish to modify.
4. While in the instrument, follow the respective steps for the desired action

To add a variable:

Click on the "Add Field" button, just above or below the area/section that you'd like to insert the new variable/field:

To modify a variable:

Click on the pencil icon for the field you wish to modify.

Edit within the "Edit Field" pop up window

Click on the Save button on the bottom right to commit the changes.

To delete a variable:

Click on the red "X" corresponding to the item that you wish to remove:

Click on the Delete button on the "Delete Field" button of the pop-up window to confirm.

Navigate to My Projects to locate your project in REDCap.

Click on the “Alerts & Notifications” link under the Applications section on the left.

Click on the green "Add New Alert" button on the right

Complete the Create New Aler form and click on the green “Save” button at the bottom to save / add the new alert.

You must have Administrator rights to alter privileges for other users, i.e. edit team members on projects. As best practice, this access is usually granted via the role of PI or system administrator. There are exceptions to granting Administrator rights to a project.