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1. Copy the existing instrument that requires a new version 

• Find the instrument that requires a new version in the Designer

• Click Choose action and Copy 

  • Update the instrument’s name – do not specify a version in the instrument name

  • Verify addendum of your choice to variable names (ex: “_v2”) 

  • Click Copy Instrument

    2. The new copy will appear at the bottom of the instrument list. Move the new copy underneath the old instrument. 

Update New Instrument

1. Click on the new instrument to open it.  

2. Delete the blank PDF file download field. Downloads will be automatically available in the new framework. 

3. Delete all fields that display consent inline images. Make sure to keep all fields that require participant responses (i.e. signatures, multiple choice questions, etc.)

4. Create a new, empty descriptive text field where you want the consent form to be. This will be used later to display the new consent form.   

5. Create a new text field that will automatically capture the REDCap consent version

   1. Add @CONSENT-VERSION @HIDDEN-SURVEY @HIDDEN-PDF action tags to the field

6. Add versioned branching logic to fields requiring participant response

7. Review all other branching logic on new instrument 

   1. Ex: Branching logic that participants can only provide a signature after selecting they would like to participate 

8. Rename former instrument and survey title

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