Project Point Person Topics
It's not unusual for a project to transition between multiple point-persons over its lifespan. In the handoff from one point-person to the next, it's important that the study team be able to continue managing the project successfully. Here are some tips and considerations for making the transition as smooth as possible. The new point-person will need to meet the Basics training requirement to assume point-person duties. If the project includes Survey functionality, the new point person will need to complete both Basics and Survey training before taking over the project. If the new point person has completed all required trainings, you may email redcap@ohsu.edu to request that the point person be changed. Ideally, a one-on-one meeting between the departing builder and the person who will be taking over. A direct discussion can be a great way to pass knowledge of problem areas, or aspects of the project that require maintenance or just keeping an eye on. Of course, it's not always possible for this kind of discussion to take place. It becomes more important than ever to document the functionality of the project in a manual of operations (MOP). This could be in something as simple as a Word .doc saved in a location available to team members, or within the project itself using a Project Dashboard. The best time to assemble the MOP is when the build has been finalized, and the specifics about the build are fresh in mind. Any subsequent changes to the project should trigger an update to the MOP. The knowledge transfer would cover: Although, user management might seem like a set-it-and-forget-it task, it is critical for protocol compliance, and a part of project maintenance for the life of the study. Any time someone leaves the study team is a good time to go into User Rights and audit project access. Any users listed who have left the team, or are no longer listed on the protocol should be removed. Assess if responsibilities have changed for team members still working on the project, and adjust rights accordingly. Sponsorship for External User Accounts Additionally, if the the point person is sponsor for any external user accounts, he/she/ they should reach out to REDCap Team to transfer sponsorship to the new point person.Requirements
Expectations
Transferring Point Person to Another User
REDCap training requirements
Knowledge transfer
Revisit user management