Manual

When you are finished with your project, it is recommended that you complete the following steps:

1. Change the project status to “Analysis/Cleanup” in the “Other functionality” menu.
2. Export data for archiving: Download/export and save the following files:Menu: Project Home
   • Click the download icon for “Current users” to download a file containing all users and their names.

   Menu: Project Home → Other Functionality

   • XML file (metadata)
   • XML file (metadata and data)

   Menu: Project Home → Project Setup

   • Project events and arms (if applicable)

   Menu: Codebook

   • Codebook

   Menu: Logging

   • Click “All logging”

   Menu: User rights Download the following three files:

   • users
   • user roles
   • user role assignments
   • List of users’ full names and UmU IDs
   • Data Access Groups (if applicable)

   Menu: Project Dashboard

   • Data Resolution Dashboard (if applicable)

   Menu: Alerts and notifications (if applicable)

   • Download Alerts
3. Download the log: Entire logMenu: Data export, reports
   • Data export in desired format
   • PDF of all forms with saved data (Data Exports/Other Export Options)
   • ZIP file containing the project’s other uploaded files (Data Exports/Other Export Options)
4. Change the project status to “Completed” under “Other functionality.”
5. Submit a ticket via ServiceDesk informing them that you have closed your REDCap project. The project name must be included in the ticket.