How to Create Consent Forms

Consent Forms facilitate participant consent collection by enabling you to create and distribute consent forms to participants in-app

To get started with creating consent forms: 

1. Log in to Zamplo Research and select the study profile from the top dropdown 
2. Click on the “Study Setup” from the left dropdown 
3. Select “Consent Forms” 

To add a new consent form: 

1. Click on “Add new consent form” 
2. Add the consent form name 
3. Add a description 
4. Create the consent prompt 
5. Consenter Identification/Information: Set up what fields to include 
6. Information Sharing: select “Consent is required before inclusion in exports” AND/OR “Consent is required before inclusion in participant overview” 
7. Schedule and Order: determine the order for consent forms (lower values will appear first) 
8. Select when to get consent 
9. Select where the consent form should be shown 
10. Non-consent Behaviour: decide what occurs when a participant does not consent to a form 
11. How should declining consent impact the current survey 
12. How should declining consent impact the future surveys 
13. How should declining consent impact the participant account 
14. Once you are done, save, or save and publish the form right away 

For consent forms you have drafted, if you click on the three dots you can: 

• Edit 
• Publish 
• Or delete the consent form 

For consent forms you have published, if you click on the three dots, you can: 

• View 
• Or disable a consent form 

 4 common use cases & how to set them up: 

#1 - Informed consent form 

• If you are collecting study consent through Zamplo Research for your study, you should create an Informed Consent form 
• Choose to receive informed consent once per participant, or every time a participant proceeds to take a survey 
• Schedule and Order: If you select “Once for every user,” the form will only show up once for a participant. If you select "every instance of assigned survey," participants will need to fill out the consent form every time before they proceed to fill out the survey
• Non-consent behaviour: declining consent should be set to “Stop Survey” as those participants that do not consent cannot proceed with the survey. It will also stop all future surveys and withdraw participants from the study.

#2 - Consent to future contact 

• If you wish to collect consent for contacting a participant after the participant completes the study, you should create a Consent to Future Contact form 
• Information Sharing: The check boxes should not be selected 
• Schedule and order: The priority for this consent form should be set to a higher value than the previous consent form. Select once per user and every survey so participants only get the form once 
• Non-consent behaviour: Declining consent should be set to “Continue survey.” It will have no effect on future surveys or the participant account 

#3 - Consent to share data for research 

• This type of consent form is used when researchers and clinicians are using surveys for part of clinical care, and would like to gather participant consent to use participant data for research purposes 
• Information Sharing: “Consent is required before inclusion in exports,” should be selected. “Consent is required before inclusion in participant overview,” should not be selected 
• Non-consent behaviour: Declining consent should be set to “Continue survey.” It will have no effect on future surveys. However, it will impact the participant account. “Exclude from exports” should be selected 

#4 - Consent for specific survey 

• If there is a survey that requires consent in addition to the study consent, and you need to ensure the survey results cannot be viewed or exported by clinicians or researchers, then a Consent for Specific Survey form should be created  
• Schedule and Order: “When to get consent” should be “Every instance of assigned survey” or “Once per user” depending on the decision of the ethics review board. “Where should consent form be shown” should be “Manually assigned surveys” 
• Non-Consent Behaviour: “How should declining consent impact the current survey” should be "Stop survey" 
  • For future surveys, if consent is being collected “Every instance of assigned survey,” then you can either select “Stop current survey schedule” to prevent the participant from seeing future surveys, or “no effect” if you want to ask the patient for consent in the future.  
• If consent is being collected “Only once per user,” then you should select "Stop all surveys." 
• “How should declining consent impact the participant account” should be “No effect,” as the consent is for the survey and not the study 

And that's it, you now know how to create Consent Forms within Zamplo Research.