REDCap was created to put researchers in control of their work. No programming or technical experience is needed to stand up a data collection project. At OHSU, personnel build and manage their own projects. This page outlines how to get started with requesting a new project.

Builders create their own projects to collect data for their studies or data collection initiatives using one the following 2 methods:

  1. Request a new project, which is the most common method.
  2. Copy an existing project to create a new project.



Topics Covered



Before You Start 

  • Review the types of projects that are allowed in OHSU's REDCap.
  • Review the model of support for using REDCap.
  • For research projects, there are two support tracks, Supported Service and Self-Service. The support tracks dictate the features available for use in a project and kind of help the project team has access to. As part of the request process the project team will be asked to select a support track.
    • For all research projects, we recommend Supported Service, which offers the broadest use of and support for the application, and requires the person requesting the project to first complete our Basics training
    • The Self-Service track is designed for study teams with REDCap building experience, who don't need the the REDCap Team's help, and are not setting up e-consent or other advanced features.
  • For non-research projects, the person requesting the project is required to first complete our Basics training. There is also an annual $300 for project hosting, data storage, and email and drop-in help.

Operations & Requirements

  • All requests to create projects are reviewed by OCTRI and approved by the REDCap Team.
  • Additional documentation is required for reviewing requests via completing OCTRI's Resource Request form.
  • The personnel requesting the project is expected to act as the project point person.
  • Research Projects
    • IRB approval is NOT required to request and create a project.

Time Frame for Approving New Project

Although, the REDCap Team is committed to respond to all email requests within two business days of receiving an email notification from the system or a message from a customer, other factors, outlined below, impact the total time it takes for the REDCap Team to approve a request for a new project.

  • Requestor completing the Resource Request form and responding to the Navigator Team to the REDCap Team regarding any follow-up issues. 
  • For research project intending to use the Self-Service support track and non-research projects, project personnel completing the supplemental intake and agreements.

Model of Support Key

Supported Service for Research

Self Service for Research

Supported Service for Non-Research

Summary of Creation Process


Supported Service

Self-Service

1

Builder requests project 

2

OCTRI processes request 

3

REDCap Team approves project to be created 

Builder completes supplemental intake & builder & PI sign agreements 

4

Builder & PI sign agreements via supplemental intake

REDCap Team approves project to be created


Supported Service for Non-Research

1

Builder requests project 

2

OCTRI processes request 

3

Builder completes supplemental intake & builder & Data Steward sign agreements 

4

REDCap Team approves project to be created


Support Track

New Project Process

Copy Project Process

Complete Basics Training for Project Builders 

Log into REDCap.

Go to the New Project tab.

Navigate to the project you want to make a copy of.

Complete and submit Create a New Project Form.

Go to the Project Setup tab.

  • Go to Other Functionality tab(img C1).
  • Scroll down the page and click on Copy the project button(img C2).
  • Complete and submit Make a Copy of Project form(img C3).
    • Enter a unique Project title.
    • Uncheck the box for Users and their user rights
    • Do no check the box to All records/responses.

C1: Project Setup > Other functionality tab

C2: Copy project button on Other Functionality Tab

C3: Copy project form

Review the message(img N1) REDCap loads and follow the instructions for one of the following new project use cases

Use Case 1 - New Project for a New Study: Complete OCTRI's Resource Request form(img N2) that is linked to in the message. 

OR

Use Case 2 - Additional Project (for a study already approved to use REDCap): Email redcap@ohsu.edu to describe the use case for an additional project for a study that already has REDCap projects. Include the IRB number in your email.

N1: Message that loads when New Project form submitted

N2: Resource Request form

Respond to the email notice requesting documentation to approve your request to copy a project.

OCTRI and the REDCap team reviews the request and follows up with you if there are questions.

OCTRI Navigator sends an email that the request for REDCap project services is approved.

REDCap Team sends emails to the builder/requestor and PI (for research) or Data Steward (for non-research) with links to complete the supplemental intake and sign builder and project owner agreements.

As part of the supplemental intake builder/requestor submits billing information or submits contact information for person who can submit billing information

REDCap Team and REDCap system send emails to the requestor that the REDCap project request was approved, the new project has been created, and the requestor has been added to the new project.