How do I activate survey functions in my REDCap Project?
Activating survey functions is a good way to send participants links to survey forms you would like them to fill out.
1. Go the Project Setup tab of your project and enable Use Surveys in this project.
2. Use Surveys in this project will become green and the Manage Survey Participants menu will appear.
3. Click on Manage Survey Participants. Here you can copy the public survey code, or create a short survey link.
Most studies, however, will choose to manage surveys in the next tab, the Participant List Tab.
4. In the Participant List tab, two main options are, Add Participants, and Compose Survey Invitations.
5. Select Add Participants will open a screen that will allow you to add any e-mail addresses you might have, just make sure you paste in
or write in, one at a time.
6. After clicking on Add participants, you will be able to see the users in the Participant List.
7. Next, select Compose Survey Invitations. Here you will have the ability to select when you would like the survey invitation to go out,
if you would like reminders to go out for people who have not responded, what you would like the invitation to say, and who you would like the
invitation to go to.
8. Once you send the invitations, participants will get an e-mail that looks like this.
9. When a user clicks on a link, the participant will be sent to the first page of your survey
10. Once the user hits Submit at the bottom of the survey, the data will be sent to your REDCap Instance. You can find it in
the Record Status Dashboard
11. Click on the Record ID or the Circle under Demographics to see the data.
REDCap will keep a timestamp of when the responses were submitted. It will also allow REDCap users (study members) to edit or fill in missing data
(if needed), a log will be kept of who changed what data.
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