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HOW TO USE THIS DOCUMENT
This document has four sections identified below. It will familiarize you with user rights and roles in terms of adding users to your project.
Section 1: User Rights Glossary – this chart defines all the user rights that are available to be assigned for each project user, either directly or through the use of user roles (described next).
Section 2: Suggested User Roles – this chart provides a sample listing of user roles and their descriptions. Setting up user roles for your project is optional. User roles are useful for when there are several users on a project with clearly defined roles. User roles may not be necessary for only a handful of users.
Section 3: Suggested REDCap Access by Project Role – this chart combines user rights with user roles, and display the suggested assignment of user rights for each role.
Section 4: PHI and User Rights – this chart analyzes how certain user rights can be granted or restricted for each user on your project, and how their assignment affects access to PHI.


SECTION 1: User Rights Glossary


User Right

Description


Expiration Date

Provide a date for user accounts that you would like disabled after a specific date (e.g., contract employees or temporary staff)


Project Design & Setup

Allows for access to the Online Form Editor/Data Dictionary, and Event Definitions. This privilege allows users to make changes to the structure of the project (e.g. variable names, labels, etc. - aka the metadata) but has no bearing on access to project data.


User Rights

The ability to change individual user privileges. Any person with User Rights access can alter all privileges for all other users. This privilege should only be granted to the highest level users.


Data Access Group

Data Access Groups restrict viewing of data within a project. A typical use of Data Access Groups is a multi-site study where users at each site should only be able to view data from their site but not any other sites. Users at each site are assigned to a group, and will only be able to see records created by users within their group.


Data Exports (No Access)

The Data Export Module allows you to export your project data to Microsoft Excel, SAS, Stata, R, or SPSS for analysis. If No Access is chosen, this link does not appear for the user.


Data Exports (De-identified)

The Data Export Module allows you to export your project data to Microsoft Excel, SAS, Stata, R, or SPSS for analysis. If the De-Identified option is chosen, this means all free-form text fields will be removed, as well as any date/time fields and Identifier fields.


Data Exports (Remove all tagged Identifer fields)

The Data Export Module allows you to export your project data to Microsoft Excel, SAS, Stata, R, or SPSS for analysis. If the Remove all tagged Identifier fields option is chosen, this means , the user would not have the option to export any data that have been marked as an identifier by the project designers.


Data Export Tool (Full Data Set)

The Data Export Module allows you to easily export your project data to Microsoft Excel, SAS, Stata, R, or SPSS for analysis. If full data set option were chosen, the user would have access to all data collected, including indentifiers.


Add/Edit Reports

The Report Builder module builds and saves custom reports, which will query the project in real time and display the resulting data in a table format.


Stats & Charts

This module is designed to assist in data cleaning and evaluation. The Plots tab displays graphical representations for all numerical and categorical variables and provides links for cleaning notable data (missing, highest, lowest values). The Descriptive Stats tab displays descriptive statistics for all variables. This includes the number missing values for all questions, and for any questions with numerical answers, it displays minimum and maximum values, mean, median, standard deviation (StDev), and first and third quartiles (Q1, Q3).


Calendar

The Calendar module was designed to track events for the project. When used in a longitudinal design, the calendar is used in conjunction with the scheduling module to link records, events, and data entry forms. The Calendar application also can be used as a project calendar to help organize your schedule and keep track of any upcoming events. It will allow you to add or modify calendar events.


Data Import Tool

The Data Import module may be used for importing data into a project from a CSV (comma delimited) file.


Data Comparison Tool

Necessary only if double-data entry is enabled; allows for the comparison of data entered between 2 users. Is also used to compare any 2 records.


Logging

This module lists all changes made to the project, including data exports, data changes, and the creation or deletion of users. For security purposes, this feature should be restricted to the highest level users.


File Repository

The File Repository is used for storing and retrieving files and documents used for the project. You may upload files to save for retrieval later, or you may download previously uploaded files.


Data Quality (Create and Edit Rules)

The Data Quality module allows users to view potentially problematic data to assist in data cleaning. You may create your own data quality rules or edit, delete, or reorder the rules you have already created.


Data Quality (Execute Rules)

This module will allow you execute data quality rules upon your project data to check for discrepancies in your data. To find discrepancies for a given rule, simply click the Execute button next to it, or click the Execute All Rules button to fire all the rules at once. It will provide you with a total number of discrepancies found for each rule and will allow you to view the details of those discrepancies by clicking the View link next to each.


Create Records

Users with the ability to create records can create a new "Study ID" on the first data entry form by entering a new record name into the text field. If users do not have this privilege, they will not see the text field on that page and will only be able to access and edit existing records.


Rename Records

Renaming a record means that you are changing its "Study ID" to another value. Users with this user privilege will see an editable text field at the top of the first data entry form after selecting a record. That text field will contain the current record name, and by changing its value and saving the form, that record will now be changed to the new value that was designated. If a user attempts to rename a record to a value that already exists, they will be prevented from doing so.


Delete Records

Users with the ability to delete records have the ability to permanently delete all data for a given record. This is done by clicking the Delete Record button at the bottom of any data entry form after selecting a record. For databases with multiple events (databases that are longitudinal), this action will delete all data for all events across all arms. Once performed, there is no way to retrieve the data that was deleted. It is recommended that only the highest level users be given this user privilege since it causes permanent data loss.


Record Locking Customization

Only users with 'Record Locking' privileges can lock and unlock records for a specific form. Once a form is locked for a record, the form will display (for all users) the time it was locked and the user who locked it, and all fields on the form will be disabled/read-only until someone with Lock/Unlock privileges unlocks the form. Access to this module will allow the user to optionally include custom text when the record is locked for each form.


Lock/Unlock Records (disabled)

The user will not have the lock/unlock functionality available to them.


Lock/Unlock Records (locking/unlocking)

The user will be able to lock a record and all fields will be read-only until someone with lock/unlock privileges unlocks the form.


Lock/Unlock Records (locking/unlocking with e-signature authority)

The user will be able to lock a record and all fields will be read-only until someone with lock/unlock privileges unlocks the form. E-signatures are an extension of the record locking/unlocking functionality. Once a data entry form has been locked for a given record in the database, a person with e-signature privileges may then apply an e-signature to that form, if they wish.


Allow Locking on all forms

Allow locking for all forms at once for a given record.


Data Viewing Rights (No Access)

The user will not have the ability to view or edit data on a web page in REDCap (e.g., data entry forms). However, they will still be able to view the data on data imports and exports.


Data Viewing Rights (Read Only)

The user will have the ability to view but not edit data on a web page in REDCap (e.g., data entry forms). However, they will still be able to view the data on data imports and exports.


Data Viewing Rights (View & Edit)

The user will have the ability to view and edit data on a web page in REDCap (e.g., data entry forms). And they are able to view the data on data imports and exports.


Editing Survey Responses

Users with the ability to edit survey responses can alter existing survey data, entered directly by a participant. It is recommended that only the highest level users be given this user privilege.


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SECTION 2: Suggested User Roles

(Roles should be created based on the need and the personnel involved in the project.)

User Role

Description

Principal Investigator

Primary individual in charge of and responsible for the proper conduct of a research project, regardless of funding source.

Administrator

Person responsible for assisting the PI in assuring all regulatory issues are addressed and that research standards are adhered to.

Project Coordinator

Person responsible for the day-to-day management of the research project to include subject enrollment and data collection.

Data Coordinator

Person responsible for the development of REDCap data instruments and the overall management of the project data.

Statistician

Person responsible for the development of the study design and the review and analysis of collected data.

Project Staff

Assists other staff as appropriate.

Read Only

Assists other staff as appropriate with limited, read-only access.

Data Entry

Assists with the creation of records and data entry only.

SECTION 3: Suggested REDCap Access by Project Role

Suggested REDCap Access by Project Role

(See Glossary of Terms and Role Descriptions above)

REDCap Project Role

Principal Investigator

Administrator

Project Coordinator

Data Coordinator

Statistician

Project Staff

Read Only

Data Entry

Project Design and Setup






User Rights






Data Access Group (if applicable)

Data







Data  Export

Tool (select one)

No Access







De-Identified







Remove Identifiers







Full Data Set





Add / Edit Reports


Stats & Charts

 


Calendar





Data Import Tool




Data Comparison Tool





Logging





File Repository






Data Quality

Create & Edit Rules




Execute Rules




Create Records



Rename Records





Delete Records





Record Locking Customization








Lock / Unlock Records

Disabled





Locking / Unlocking






Lock/ Unlockwith E-sign









Allow locking of all

formsat

forms at once for a given record







Data Viewing Rights

No Access









Read Only







View & Edit



Edit Survey Responses





Manage Survey Participants (for surveys only)





API

Export






Import






SECTION 4: PHI and User Rights
This chart analyzes how certain user rights can be granted or restricted for each user, and how their assignment affects access to PHI.

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