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1. Go to the CP Overview Page and click on the 'Settings' tab on the left sidebar.

2. Select ‘REDCap Project Configuration' and click on the 'Add Project’ button.

   

3. Add the name of your choice, appropriate server, API token generated for the project, and default site for CP. You can save the PHI data to the OpenSpecimen by selecting the ‘Enabled’ option for ‘Save PHI Date'. Furthermore, you can also add users to notify them about the errors that occurred during synchronization.

4. ‘Snapshot Download Page Size’ specifies the maximum number of records that will be fetched for the REDCap server at each interval. This is repeated ‘N' numbers of times until all records are pulled. It helps to minimize the overload to the OpenSpecimen server. The default value for it is '1000’.

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Mapping Participants and Visits

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1. After configuring study level mapping, you can move to the ‘Fields and Events Mapping’ page by clicking on the 'Next button.

2. Map REDCap variables (on the right) obtained from the 'data dictionary' to OpenSpecimen (on the left) as shown below.

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List of Participant Fields and Variables

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1. Like 'Participant Level Mapping', map visits fields for the REDCap project as shown below in the red box.

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2. Additionally, you can map events for the REDCap project, as shown below.

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3. Those events from REDCap which are not mapped can create unwanted, unplanned events in OpenSpecimen. To avoid this, click on the 'Ignore Unmapped Events’ checkbox.

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1. Like ‘Forms Exclusion List’, the user can also define the list of fields to either include or exclude for synchronization.

2. If the user provides the list to the ‘Field Exclusion list’ text box, then all the fields will be synchronized except the fields mentioned on the list. On the other hand, only specified fields will be synchronized if the user provides the list to the ‘Field Inclusion list’.

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Integration Points

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