REDCap: Survey Settings

Content Menu - MyCap

Survey Status

Basic Survey Options

Survey Design Optionss

Survey Customization

Survey Access

Survey Termination Options

Survey Status

At the top of the Survey Settings page there is a box to make your survey Active or Offline.  Surveys will default to Active status when you enable an instrument as a survey.  If you wish to take your survey offline, you can change this drop down to "Survey Offline." 

Optionally, you can customize the text that is displayed to survey participants when they try to access an Offline survey by entering your text in the text window below the drop down menu.  If you choose to not add custom text, the default will display "Thank you for your interest, but this survey is not currently active."

To the top

Basic Survey Options

Under Basic Survey Options, you can change the Survey Title and customize the instructions that will display at the top of a survey page.  By default these will display the title of the instrument and a generic "Please complete the survey below. Thank you!" message to survey participants. 

To the top

Survey Design Options

Survey Design Options allows you to modify the look and feel of your survey as it is displayed to survey participants. 

• Width of survey on page - Changes how much of the screen uses a survey.  Can choose default, or set to 50% - 100% screen width. 
• Logo:  Uploads a file to be used as a logo that is displayed at the top of a survey page.  Can also choose to hide survey title to replace the title with a logo. 
• Use enhanced radio buttons and checkboxes: Changes the display of radio and checkbox buttons. Example:

• Size of survey text:  Changes the size of survey text.
• Font of survey text:  Changes the font of survey text.
• Custom CSS: Allows custom CSS styling to be added to survey for full customization.
• Survey theme:  Selects color palette for survey display.  Several options to choose from, or can customize. See below. 

If you select "Customize" for Survey theme, REDCap will display a color selection menu which will allow you to select any color for text and backgrounds for your survey by using a color picker or by entering the HEX color value. Once you have selected your colors, you can save the theme by selecting "Save custom theme" which will create a pop up where you can name your new theme to use on other instruments in your project. This theme will now appear in the drop-down for you to select elsewhere in your project. 

Note: When selecting custom colors, test their readability.  Use dark colored text on light backgrounds, and white text on dark backgrounds for readability. 

To the top

Survey Customization

Survey Customization allows you to select a variety of options to change the look for function of your survey.

• Question Numbering: 
  • Allows auto-numbering or customization of numbering of survey questions.  If custom, will need to add numbering in Online Designer or Data Dictionary

• Pagination: 
  • Select if Section Headers will be used as page breaks to create multiple page surveys.

• Allow Participants to download a PDF of their responses:  
  • Allows survey respondents to download a copy of their responses (not available for auto-continue or survey queue surveys)

• Save a PDF of completed survey response to File Upload field:  
  • Saves a PDF of the survey responses to a designated upload field 

• Survey-specific email invitation field: 
  • Specifies which email field to use for survey invitations.  If project email is set in Project Setup, this does not need to be set. 

• Required field asterisk and text: 
  • Changes Required Field denotation between "*must provide value" text and a simple red asterisk (*) notation. 

• Display font resize options: 
  • Displays font resize options at top of survey.  Enabled by default.

• Allow survey respondents to view aggregate results: 
  • Allows survey respondents to view group data from ALL respondents in graphical and/or descriptive statistic format.

• Text-to-speech functionality: 
  • Enables a speaker icon to reach each question out-loud on survey device. 

• Show or hide Submit buttons:  
  • Choose to show or hide the Submit, Next page, and Previous page buttons on a survey.  Always display selected by default. 

• Customize text of Submit buttons:  
  • Choose custom text for Submit, Next page, and Previous page buttons.

To the top

Survey Access

Survey Access allows you to set limits and access to the REDCap survey.

• Response Limit:
  
  • Set maximum number of responses to collect.  Respondents will not be able to start the survey after the limit has been hit.

• Time Limit for Survey Completion:
  • Set time limit for survey completion based on when they were sent the automatic survey invitation.  Does not apply to public survey links or Alert & Notification messages.

• Survey Expiration:
  • Allows you to set the time after which the survey will become inactive (i.e. go offline) so that respondents may no longer take the survey. After expiration, the survey can be brought back online again (if needed) on the Project Setup page.

• Allow Save and Return Option:  
  • Provides respondents with a 'Save & Return Later' button on the survey page, which allows them to save their progress and return where they left off to complete the survey any time in the future. Can be combined with "Survey Login" option in the Online Designer.

To the top

Survey Termination Options

Optional Conditional logic for Survey Auto-continue:

Allows users to only auto-continue surveys when specific criteria have been met as defined by logic entered in the text box. 

Survey Termination Options allows you to set rules for ending a survey.  

Options:

• Auto-continue to the next survey: Automatically starts the next survey instrument after finishing the current survey.

OR

• Redirect to a URL:  Provide a URL to send the respondent to after completing the survey.

OR

• Survey Completion Text:  Set text to display after completing the survey.  Defaults to "Thank you for taking the survey.  Have a nice day!"
  
  

Optionally, you can offer to repeat the survey which will show a button to display a prompt to take the survey again.  This can be placed before the survey is completed or after the survey is completed.

Options related to Survey Stop Actions:

• Prevent survey responses from being saved if the survey ends via Stop Action
  • If a Stop Action triggers the end of the survey you can save or discard the responses.  Default saves all responses. 

• Alternate Survey Completion Text
  • Text to display when a Stop Action triggers the end of the survey.  If left blank then standard Survey Completion Text will be used. 

e-Consent Framework:

The e-Consent Framework is now located as it's own setting within the Online Designer. If you have previously used the e-Consent framework under survey settings, those settings can now be found in the separate e-Consent section.

For more information on e-Consent visit this page: https://kb.wisc.edu/smph/informatics/142489

Confirmation Email:

Choose to send a confirmation email to the survey respondent upon survey completion.  User can customize the sender, subject line, and message like other email settings.  Optionally, can choose to include a PDF of the complete survey responses as an attachment to the email to be sent to the survey respondent. 

If you have a UW-Madison REDCap project and have questions about REDCap Survey Settings, please send them to https://smph-navigator.atlassian.net/servicedesk/customer/portal/69/group/207.

To the top