Converting Materials from the REDCap Training Materials Repository

REDCap Consortium Training Materials Repository

Information from the repository regarding use of materials
The REDCap Training Materials repository is available thanks to administrators throughout the REDCap consortium, who submit materials developed for training their institution's REDCap users or supporting their REDCap team. Please note that this page is meant to be accessed by administrators, not end users.

To administrators downloading the below material:

  • Since accepted procedures and REDCap versions can vary from one institution to the next, it is up to you to review any materials downloaded from the repository to ensure institutional compatibility.
  • It’s fully expected for you to customize the materials after you download them. Please make sure you remove institution-specific content.
  • If you encounter any issues with downloaded materials or the functionality of the repository page, please contact redcap@vumc.org.

Wash U Protocol to Convert Materials for Wash U user facing documentation

  1. Audit REDCap Consortium Training Materials Repository for materials that can be useful for Wash U REDCap Users
  2. Download materials or open link, depending on format
  3. Upload or copy link to [Wash U REDCap Training Materials Review](Best Practices Material Review | REDCap (wustl.edu)) REDCap project
    1. Create a Record and answer first question then upload or copy link
  4. Test materials on Wash U REDCap instance
    1. Note any issues
    2. If you were able to update for Wash U
    3. If you are not able to correct the issues for Wash U, the materials may not be useful
  5. Transfer the material to I2DB Slide Deck
    1. I2DB stock deck.pptx | Powered by Box
    2. On first slide or at top of page, add the following information to acknowledge the training materials repo and those who created and converted/tested the materials
      1. Acknowledgement: These REDCap Training Materials were downloaded from the REDCap Training Materials Repository.
      2. Original Creator: (name)
      3. Original Institution: (institution)
      4. Converted and Tested by:
      5. Reviewed by: (This will be entered after another person has reviewed)
  6. Send the alert from REDCap to see if someone will volunteer to review
  7. After you receive the review:
    1. If accepted, add the name of the person who reviewed
  8. Upload to Confluence
    1. User Guides - longer, more in depth instructions to complete a task
    2. FAQ - Shorter, fewer steps (if any, may just be an answer),
    3. Some materials may be worth creating a new top level page. Discuss as needed
  9. Advertise to users on UI banner or newsletter

Updated on August 7, 2025