How-To
Find all data management training materials here.
The following training materials were created in REDCap surveys for an immersive learning experience.
Project Design
| DM Training | Description |
| E-Consent Framework Setup | Learn how to use the e-Consent Framework to electronically consent participants using REDCap. |
| E-Consenting in a separate project: Demo | Learn what a typical design for e-consent projects looks like in which e-consent takes places in one project, and the research data is collected in another. |
| Field Embedding | Learn how to customize surveys and data collection instruments specifically reposition fields on a form, so they are embedded as a grid/table/group for a more compact user-friendly page. |
| Randomization | Learn how to randomize subjects/records in a project. This must be enabled while the project is in Development. |
| Gift Card Survey | Learn how to link two surveys from different projects together in the context of sending gift card surveys to your participants. |
| REDCap Mobile App | Learn how to collect data offline using the REDCap Mobile App. |
| Automated Survey Invitations (ASI) | Learn how to automatically send survey invitations and reminders to participants when specific conditions are met. |
| Data Import Tool | Learn how to import data from a spreadsheet directly into your REDCap project using the Data Import Tool. |
| Multi-Language Management | Learn how to enable participants to select their preferred language when completing surveys. |
| Embedding HTML images in REDCap | Learn how to add and manage HTML images within REDCap instruments |
Data Management
| DM Training | Description |
| Data Resolution Workflow | Learn how to document the process of resolving issues with project data with Data Resolution Workflow. |
| Data Quality Module | Learn how to check for missing data, data in the wrong format, data in hidden fields, among other errors with Data Quality Module. |
| Record Locking | Learn how to lock forms and records once data is filled out so that only those authorized can make any changes. |
| Record Level Deletion Options | Learn how to remove all data values from the logs when a record is deleted. This option is only visible to users with the rights to delete records and only when deleting a record as a whole. |
Project Management
| DM Training | Description |
| Data Access Groups | Learn how to manage multi-site or multi-group project that requires that one group is not able to access another group's data using Data Access Groups. |
| Logging | Learn how to automatically keep a log of all changes in a project. |
| User Rights | Learn how to grant users access to a REDCap project, and how to manage the rights/permissions of those users. | User Acceptance Testing | Learn how to conduct User Acceptance Testing on your FoM REDCap project |
Updates
| DM Training | Description |
| REDCap LTS 12.4 New Features | Learn more about the new and improved features in REDCap v12.4. |
DM Training Videos
| Training Videos | Description |
| Introduction to Power BI Workshop (60 min) | This introductory workshop provides an overview of Power BI, as well as a demo for creating and sharing a dashboard in Power BI. Prerequisites:
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Other Resources
| DM Training | Description |
| Using UBC Power BI report server with a non-UBC computer | Learn how to add a windows credential to connect to the Power BI report server from a non-UBC computer. |
Microsoft Documentation (external links)
| Topic | Description |
| Getting Started with PowerBI | Get an overview of the process of importing data and creating a report in PowerBI. |
| Connecting to Data Sources | Learn how to connect your report to data sources such as Excel workbooks, SharePoint lists, and Oracle databases. |
| Shaping Data | Learn how to clean and combine data using the Power Query Editor. |
| PowerBI Visuals | Learn more about the different types of visuals available in PowerBI. |
| Calculated Columns | Discover how to add calculated columns to create more customized reports. |
| Create Relationships Between Datasets | Learn how to link tables using the Model View in PowerBI. |
| DM Training | Description |
| Custom Forms and Fields | Learn how to create custom forms and fields and link it to a Collection Protocol | Distribution Protocols | Learn how to create a Distribution protocol and link it to a Collection Protocol |
| Catalogs: Requesting Samples | Learn how to request specimens from a catalog. |
| Catalogs: Processing Requests | Learn how to review and distribute specimens from catalog requests. |
More training materials on their way!
| DM Training | Description |
| Introduction Tutorial Videos | Learn the basics of Survey Monkey Apply through the following tutorial videos | General Resources | Learn how to build, monitor, and analyze applications through the Survey Monkey Apply dashboard |
| SMA Demo | Learn how to seamlessly collect submissions, review applications, and automate workflows through a guided tour of Survey Monkey Apply |
| SMA FAQs | Refer to the Survey Monkey Apply FAQs for any additional unanswered questions |
More training materials on their way!
| DM Training | Description |
| Accessing ResTech Tools with a CWL | Learn more about guidelines for the requirements and procedures when accessing ResTech tools with a Campus-Wide Login (CWL). |