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Training for Project Builders

Training is required for OHSU or eligible Portland VA personnel requesting and building projects. Training is not required and there is not a general orientation to REDCap or training for other users.

  • Basics Training

    • Required for personnel requesting and building REDCap projects.
  • Survey Training Class

    • Required for personnel building projects to send out surveys and collect responses through REDCap.
    • Completing Basics training is pre-requisite.
  • E-Consent Training

    • Required for personnel using REDCap for e-consent.
    • Completing Survey training is a pre-requisite.
  • Training is for OHSU and OCTRI partner personnel building projects.

    • Training and support is not provided for other external collaborators to build projects in OHSU's REDCap.


Visit Training & Learning Resources page for more information.


Accounts for Personnel using REDCap

The following is an overview the pertinent user requirements for personnel using OHSU's REDCap. Please find more details in the section on User Management and User Operations.

Only individual user accounts are allowed in REDCap. Per OHSU security directives, accounts cannot be shared and shared accounts cannot be added to projects.

Training is not required and there is not a general orientation to REDCap or training for users other than those listed above for the project builder.

  • OHSU Personnel

    • OHSU users log into REDCap and set up their accounts without intervention from the REDCap Team.
    • This is a manual process managed by the OHSU user.
      • OHSU personnel log into and use REDCap with their OHSU username.
      • The first time OHSU personnel log into REDCap, they will be prompted to set up their profile.
      • OHSU personnel are required to use REDCap with their OHSU email address.
  • External Users

    • Accounts for external collaborators are added to REDCap at the request of project/study team
      • There is a link to the form for requesting external users accounts on each project's User Rights page.
      • OCTRI partners & external collaborators are required to use REDCap with their institutional or organizational email address.
      • Accounts are created for the exclusive use of the external collaborator and sharing the account would be a violate OHSU security policies.
  • Accounts cannot be shared and shared accounts cannot be added to REDCap as users.

Training and support is not provided for external collaborators to build projects in OHSU's REDCap.

Visit Managing Users & User Operations page for more information.


Types of Data Collection Allowed

The following types of data collection are supported in OHSU's REDCap.

  • OHSU Research Studies

    • Investigator initiated research studies (that are not FDA regulated (21 CFR Part 11))
    • IRB or IACUC approval not required to create and build a project.
    • IRB or IACUC approval required to moved a project to production.
    • Exempt research projects determined by IRB, NOT the researcher.
  • OHSU Non-Research Projects

    • Non-research projects collecting any patient or patient data are required to submit to IRB for a determination of non-research.
    • Non-research projects collecting identifiers/PHI are required to submit additional documentation.
      • Clinical non-research data stored in REDCap cannot be used for medical decision making or appended to the patient's medical record.
  • Is a project research or not research?

    • Submit a request for determination to the IRB.




Project Point Person

Every REDCap project is required to have an OHSU point person.* This is the personnel who completed required training(s) and requested the project be created.

The expectations for the point person are as follows:

*For approved OCTRI partner projects, such as Portland VA, the point person can be personnel from the partner organization who has completed training.