How do I make modifications to my REDCap project after moving to production?
- Christopher Sorensen
Some modifications such as changing variable names, event names, enabling surveys, etc. require a REDCap Administrator. If you make a change and get a message that a REDCap Admin must complete, submit a ticket.
For changes to data collection instruments, you must first go to the Online Designer and select Enter Draft Mode.
You can then make modifications, return to the Online Designer, and Select Submit Modifications for Review. You can also “View detailed summary of all drafted changes” to see the changes you have made prior to submitting.
Many modifications will go through automatically. For example, adding field or instruments does not affect data already collected. However, some changes require administrator review such as deleting record, deleting instruments, changing choices to multiple choice fields, etc. in order to prevent issues to data already collected.
Modifications to survey settings, Alerts & Notifications, Automated Survey Invitations, Survey Queue, can all be made without going to Draft Mode. Be sure to test any changes to these settings by adding a test record to the project.
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