REDCap training & institutional support
Structured, hands-on REDCap training for research teams, project administrators, data managers and support staff. Realistic scenarios connect study design, data quality and everyday workflows.
REDCap offers a wide range of configuration options. Using them effectively requires an understanding of how project structure, field design and operational workflows fit together.
ISDEM Research provides practical training for staff who design, manage or support REDCap projects. The programme is shaped around participants' existing knowledge, typical studies and institutional working practices, with guided exercises that connect each topic to day-to-day use.
Training shaped around your objectives
We agree the intended audience, learning goals and relevant platform features before preparing the sessions. Examples can reflect your organisation's study requirements, using suitable training data and an agreed environment.
The format, schedule, prerequisites and access arrangements are confirmed as part of the proposal.
Core learning areas
Project foundations
Understand instruments, field types, validation rules and data dictionaries. Practise building a coherent collection structure, reviewing entries and preparing appropriate exports.
Longitudinal studies and multiple arms
Explore longitudinal projects, events, arms and repeating instruments. Apply branching logic and calculations to worked examples, then check how those choices affect data entry and subsequent use of the dataset.
Randomisation workflows
Work through the configuration of REDCap’s randomisation module using a training allocation table and an agreed study scenario. Practise setting up allocation fields, permissions and relevant stratification settings, then test the workflow with example records. Learn how randomisation choices relate to the wider project structure, including the distinction between allocation groups and REDCap arms.
Visit scheduling and follow-up
Translate a study timeline into events, instrument assignments and visit schedules. Explore how baseline assessments, follow-up visits and repeating data collection fit together, and practise checking the participant journey when a visit is delayed or information is incomplete. Scheduling exercises are tailored to the features enabled in your institutional instance.
Surveys and automated workflows
Configure surveys, invitations, reminders and alerts where supported by your instance. Review participant journeys and test the conditions that determine when an automated action should occur.
REDCap Mobile App: data collection in the field
Explore staff-led data collection on mobile devices, including working without a reliable internet connection. Practise preparing a suitable project, collecting example records offline and transferring data back to REDCap. Exercises cover device access, synchronisation checks and the differences between mobile and browser-based workflows, so teams can plan fieldwork around supported features.
MyCap: participant-led data collection
Design a participant-facing mobile experience for repeated assessments, diaries and follow-up tasks. Practise configuring tasks and schedules, reviewing the app experience and checking how submitted information reaches the REDCap project. Work through onboarding and a sample participant journey, with attention to clear instructions and practical support needs.
Data quality and administration
Work through user rights, data access groups, quality checks and audit information. Discuss how local responsibilities and procedures affect project administration and change control.
Learning through practical application
Build it. Test it. Understand why it works.
Our workshops connect individual features through realistic, end-to-end research scenarios. Participants make design decisions, configure a working example and test what happens when the expected journey changes. Guided exercises, troubleshooting and structured review help turn a feature demonstration into skills your team can use in its own projects.
Depending on the agreed programme, practical scenarios can include:
- A multi-arm longitudinal study: organise instruments and follow-up events, apply conditional logic and inspect how each study pathway behaves.
- A randomised study workflow: configure a training allocation setup, review permissions and test example records before considering a live implementation.
- A community fieldwork project: collect example data through the REDCap Mobile App while offline, then synchronise and review the results.
- A participant diary programme: configure MyCap tasks and schedules, walk through the participant experience and review incoming responses.
- A data-quality investigation: introduce missing or inconsistent entries, identify the issue and discuss a documented approach to correction.
Sessions can progress from supported exercises to a small scenario-based build, with time for participants to explain their choices, compare approaches and ask questions about their own research context. Training uses suitable example data; the content, depth and mix of scenarios are agreed around the audience and available time.
Mobile applications, randomisation and scheduling depend on your REDCap version, enabled features and local permissions. We confirm these before the sessions and use a suitable training environment. Live-study allocation methods and institutional approvals remain with the responsible study team.
Course materials and reference guidance support continued use after the training. Where a live study needs detailed development or verification, this can be scoped separately through our REDCap build and validation service.