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IU REDCap Day brings together users and potential users of REDCap to share presentations, learn about new features, and network with peers. Discover exciting upcoming features in REDCap and unique ways others are using REDCap to do great work. Whether you’re new to REDCap or a REDCap Maestro, we have presentations to help you advance your ability to administer surveys and support data collection and management.

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Tuesday, May 7 • 10:30am - 10:55am
Managing Test and Production Environments

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10:30 am - 10:55 am    Rm 309     Intermediate
REDCap is built around change management principles, but it can still be confusing how to maintain a separate test environment. This session looks at a few ideas and one real-life example.

ABSTRACT
Lori L. Millikan | Managing Test and Production Environments

REDCap is built around change management principles, but it can still be confusing how to maintain a separate test environment.
  • Why bother having a separate test environment?
  • Training
  • Play around
  • Lots of moving parts

Quick overview of REDCap change management tools available
  • Project Setup
  • Online Designer – Draft Mode (with undo) and Review Changes
  • Copy or Back Up the Project
  • Project Revision History
  • Data Dictionary (both download and upload)

Some test/prod ideas using these tools alone (will highlight advantages/disadv of each)
  • No test environment—make changes directly to production with Draft Mode
  • Create a copy of your project whenever you want to make changes
  • Maintain two REDCap projects and copy data dictionary/alerts/etc. from test to prod

Real-life Foster Care Bridge Clinic model
Maintain two REDCap projects AND some basic documentation outside of REDCap
  • Slide showing the test/prod projects that have animations adding in the two turnover docs
        -- Advantages added = more easily understood and searched
        -- Disadvantage added = time to do the documentation
  • Test project never gets moved to production status, always in development status
  • May end up with acceptable differences (like the word TEST added to surveys)
  • Look at actual turnover list
  • Look at some actual go-live documents

Other REDCap tools we use
  • Upload/download Data Quality Rules
  • Upload/download Alerts? (never got this one to work well?)
  • Logging Manage/Design events

Some differences between Test and Production are always there:
  • “TEST” language on some surveys and alerts
  • Alert recipients, time frames and [Secure Message] tags
  • Reports, Project Dashboards

Discussion - What do the session participants do?

Speakers


Tuesday May 7, 2024 10:30am - 10:55am EDT
309 - IUPUI Campus Center 420 University Blvd, Indianapolis, IN, 46202