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REDCap Update User Summary

REDCap will be down for a planned outage from 5:00pm to 6:00pm EDT on Wednesday, July 31st. We will be updating to REDCap 9.1.3.

Highlights of what this REDCap update means for REDCap users and researchers

eConsent Update

Change: Survey responses that were completed using the e-Consent Framework will no longer be editable (this includes any editing on data entry forms, surveys, Data Import Tool, API, and Mobile App). In previous versions, completed e-consent surveys were editable.

New feature: Alerts & Notifications

• The Alerts & Notifications feature allows you to construct alerts and send customized email notifications. These notifications may be sent to one or more recipients and can be triggered or scheduled when a form/survey is saved and/or based on conditional logic whenever data is saved or imported. When adding/editing an alert, you will need to 1) set how the alert gets triggered, 2) define when the notification should be sent (including how many times), and 3) specify the recipient, sender, message text, and other settings for the notification. For the message, you may utilize customized options such as rich text, the piping of field variables (including Smart Variables), and uploading multiple file attachments. While similar in many respects to Automated Survey Invitations, Alerts & Notifications allow for greater complexity and have more capabilities. For example, alerts apply to both data entry forms and surveys, and they also allow for more options regarding who can be the recipient of a notification (project users, survey participants, etc.).

Design Update

• Improvement: The rich text editors on the Survey Settings page have now been updated to a newer version of the TinyMCE package. (Note: IE9 and IE10 will still use the older version of the rich text editor because they are not compatible with the newer one.)
• Improvement: New records can now be created directly from the Record Status Dashboard. If record auto-numbering is enabled, it will display an “Add new record” button, otherwise it will display a text field for users to enter a new record name to create.
• Improvement: Links to the Online Designer, Data Dictionary Upload page, and Codebook were added to the left-hand project menu for easier navigation. Also, a new section “Project Home and Design” was added on the left-hand menu to contain all these links, as well as the Project Home and Project Setup page links.
• Change: The Quick Tasks box on the Project Home page was removed since all the pages listed inside it are now located on the left-hand project menu, thus making the Quick Tasks box redundant.
• Change: Replaced many of the older icons in the user interface with Font Awesome icons, especially on the left-hand project menu and left-hand Control Center menu.
• Change: Consolidated the two project pages “Record Locking Customization” and “E-signature and Locking Mgmt” into a single two-tabbed page named” Customize & Manage Locking/E-signatures”. Note: If the user only has access to one of these pages, they will simply not see the other page/tab.

eConsent Updates and Improvements 

• Improvement: Force e-Consent signature fields to be erased when modifying responses - The e-Consent Framework setup on the Survey Settings page has a new option to allow users to specify up to five signature fields in the current survey, in which it will force all signature field values to be erased in the survey if the participant clicks Previous Page button while on the certification page (i.e., the last page of the survey). In many situations when using e-Consent, it is required that if the participant completes all the survey responses and gets to the certification page but then decides to go back to modify some responses, the field (or multiple fields) where they supplied their signature must first be erased, thus forcing them to re-sign the survey before they complete it. This new e-Consent Framework option helps to comply with this particular situation. Note: Only freeform text fields, signature fields, and number fields may be used as e-consent signature fields here, and those fields must be Required fields.
• Improvement: Custom message for e-Consent Framework settings - In the e-Consent Framework section on the Modules/Services Configuration page in the Control Center, an administrator may define custom text (including HTML styling), in which that custom text will be displayed at the bottom of the e-Consent Framework section on the Survey Settings page in every project. This may be utilized for informing users of some information surrounding the use of the e-Consent Framework at the local institution, for example.

 Bug Fix

• Major bug fix: When a project is using a public survey that has "Save & Return Later" enabled with "Allow respondents to return without needing a return code" enabled, then if a participant clicks the "Save & Return Later" button on the public survey and leaves the survey open on the "Your survey responses were saved!" page while another participant partially or fully completes the survey, and then if the original participant clicks the "Continue Survey Now" button on the "Your survey responses were saved!" page, then the original participant will mistakenly create a brand new record/response whenever they submit survey page again after returning. (Ticket #61764

Previous Updates

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REDCap Update User Summary

REDCap will be down for a planned outage from 5:00pm to 6:00pm EDT on Wednesday, March 15th. We will be updating to REDCap 8.10.2

Highlights of what this REDCap update means for REDCap users and researchers

REDCap REDCap Report Improvements

New feature: Report Folders 
New feature: “Edit Access” for reports
New feature: Report search
Improvement: A project's Record ID field can now be used as a Live Filter in any given report, thus allowing users to easily view the report for a single record.
Improvement: When exporting a report, a new “Data formatting options” section appears in the export dialog to allow users to choose the CSV delimiter character to be used in CSV Raw Data and CSV Labels exports. 
Improvement: When exporting a report, a new “Data formatting options” section appears in the export dialog to allow users to optionally force all numbers into a specified decimal format. 
New report option that will combine checkbox options into a single column of only the checked-off options. Previously, any checkbox fields in a report would have their choices represented as separate columns in the report, but with this new setting, they can now all be represented as a single column with comma-delimited values and comma-delimited labels. 
Report description – Users may now optionally set a description for a report
Change: When exporting a report, it now includes the report’s title as part of the resulting export files’ file name.

Smart Variable Integration Continues

Improvement: Smart Variables are now able to be utilized in Data Quality rule logic. Note: In many cases, Smart Variables in the logic may cause Data Quality rules to take much longer to complete, which is due to the fact that the logic has to be re-evaluated for *every* item being processed by the DQ rule, whereas normally the logic only needs to be evaluated just once at the beginning of when the DQ rule is executed.

Improvement: Data Quality rule H (i.e., "Incorrect values for calculated fields") and auto-calcs (i.e., the process of calc fields being triggered by data imports or cross-form/cross-event calculations) can now handle Smart Variables that are used inside calculated field equations. In previous versions, such calc fields could only successfully run while on a data entry form or survey page.

Performance Boost

Improvement/bug fix: In previous versions, it was very difficult (and sometimes impossible) to create reports with lots of fields in projects that contained >1000 total fields. In some cases, it would cause the Create Report page to be very sluggish or even to crash in some cases. This should no longer happen, and users should be able to easily create reports with thousands of fields, if they wish, with no problem.

Improvement: Performance boost – Certain pages in projects with thousands or more records should now load much faster in most cases. This includes the Record Status Dashboard, various pages utilizing Data Access Groups, and certain reports. Reports A and B should especially see significantly faster loading (excluding when viewing “all” pages in report A or B).

Misc. Notable Improvements

Bug fix: In REDCap Messenger, it might display that there are unread messages for the user to read even though there are none.
Improvement: When selecting a color for an item under "Custom survey theme options" on the Survey Settings page, the color-picker now allows users to provide the Hex color code (e.g., #0b5394) to choose the color of the item. 
Improvement: A new "Filter by event" option was added to the Logging page:
New feature: PROMIS Batteries – 15 batteries of instruments are now available in the REDCap Shared Library. 

API Improvements

Change/improvement: Super API Tokens can now be used for the "Export REDCap Version" API method. In previous versions, only project-level API tokens could be used for this method. This will allow users to be able to obtain the REDCap version number outside the context of a project.

New API method: “Import Repeating Instruments and Events” – Allows users to import a list of the repeated instruments and repeating events for a project as a means of setting which instruments and events should be repeatable.

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REDCap Update User Summary
REDCap will be down for a planned outage from5:00pm to7:00pm EDT onMonday October 8th. We will be updating to REDCap 8.5.13.

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