REDCap Alerts & Notifications User Guide
This guide outlines the Alerts & Notifications feature in REDCap, allowing for customized alerts and emails. Users can configure alerts based on conditional logic when forms or surveys are saved. Ensure to thoroughly test all alerts to confirm they function as intended.
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How do I fill this out?
To fill out the alert settings, begin by clicking the 'Add New Alert' button. You will define the alert trigger, schedule, and message settings in the provided fields. Ensure to save your settings to activate the alert for future use.

How to fill out the REDCap Alerts & Notifications User Guide?
1
Click 'Add New Alert' to start.
2
Set the alert trigger conditions.
3
Define the alert schedule.
4
Configure message settings and attachments.
5
Save the alert to activate it.
Who needs the REDCap Alerts & Notifications User Guide?
1
Researchers need this file to configure alerts for critical project milestones.
2
Data managers require it to ensure proper notifications on data entries.
3
Survey administrators depend on it for timely updates and participant engagement.
4
Compliance officers use it to maintain regulatory communication timelines.
5
IT support teams need it to troubleshoot alert configurations and issues.
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What are the instructions for submitting this form?
To submit this form, ensure all required fields are completed accurately. Utilize the 'Submit' button to send the alert configurations. If you need to send via email, include necessary contact details, and for fax submissions, use the provided number.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates for this form in 2024 and 2025, as its use depends on ongoing projects. However, users should stay updated with any software version releases that may impact alerts. Regular testing of alerts is always advised to ensure they function correctly.

What is the purpose of this form?
The purpose of this form is to facilitate the creation and management of Alerts & Notifications within the REDCap platform. It enables users to set criteria for sending notifications based on specific triggers and schedules. This helps improve communication and ensure timely updates among project stakeholders.

Tell me about this form and its components and fields line-by-line.

- 1. Title: The title of the alert being created.
- 2. Trigger: Conditions that define when the alert should be sent.
- 3. Schedule: Defines when and how often the alert notification is sent.
- 4. Message Settings: Customize the content of the alert message.
- 5. Attachments: Option to add files that accompany the message.
What happens if I fail to submit this form?
Failing to submit the form could result in missed notifications or important updates not being communicated to the necessary recipients. It's crucial to ensure that all settings are properly configured before finalizing any alerts.
- Missed Notifications: Important notifications may not reach stakeholders.
- Delayed Responses: Alert triggers might not function timely, impacting project workflows.
- Data Management Issues: Inadequate alerts can lead to challenges in data handling and compliance.
How do I know when to use this form?

- 1. Project Milestones: To notify team members about significant project phases.
- 2. Data Entry Confirmation: To alert users when data has been entered or updated.
- 3. Survey Respondent Updates: To notify when survey participants complete forms.
Frequently Asked Questions
How do I create a new alert?
Click on the 'Add New Alert' button and follow the steps to define your alert settings.
Can I set multiple triggers for an alert?
While you can create multiple alerts, each alert can only have one trigger condition.
How do I deactivate an alert?
You can deactivate an alert at any time by editing its settings and selecting the deactivate option.
What types of notifications can I send?
You can send custom messages, attachments, and utilize field variables within your notifications.
How do I test my alerts?
After setting up your alerts, simulate the conditions by saving a form to ensure they trigger as expected.
Is there a limit to how many alerts I can create?
There is no specified limit, but we recommend creating alerts that are manageable for your project.
Can alerts be scheduled?
Yes, you can schedule alerts based on specific timing and conditions set within the alert settings.
What should I include in the notification message?
Include relevant details about the alert's trigger and any necessary action items for recipients.
How do I manage alert recipients?
You can specify single or multiple recipients within the alert settings under message options.
Can I use rich text in my alert messages?
Yes, the alert messages can include rich text formatting and customized field variables.
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