# Tutorial 7: Forms & Surveys Learn how to create and manage consent forms, surveys, and questionnaires. ## Objectives - Create consent forms for IRB compliance - Build post-session surveys - Collect participant responses - Manage form templates ## Form Types HRIStudio supports three form types: | Type | Purpose | When | |------|---------|------| | **Consent** | Informed consent for participation | Before trial | | **Survey** | Collect feedback and observations | After trial | | **Questionnaire** | Demographic data collection | Any time | ## Step 1: Access Forms 1. Go to your **Study** 2. Click **Forms** tab 3. View existing forms and templates ### Form List View ``` ┌─────────────────────────────────────────────────────────────┐ │ Forms [+ Create] │ ├─────────────────────────────────────────────────────────────┤ │ Name Type Responses Status │ │ ─────────────────────────────────────────────────────────── │ │ Informed Consent Consent 12/20 Active │ │ Post-Session Survey Survey 8/20 Active │ │ Demographics Questionnaire 15/20 Active │ │ Template: Standard Consent - Template │ │ Template: Feedback Survey - Template │ └─────────────────────────────────────────────────────────────┘ ``` ## Step 2: Create a Form ### Using a Template 1. Click **Create Form** 2. Select **Use Template** 3. Choose template: - Informed Consent - Post-Session Survey - Demographics 4. Customize as needed ### From Scratch 1. Click **Create Form** 2. Select **Blank Form** 3. Choose form type 4. Build fields manually ## Step 3: Form Builder The form builder lets you create custom fields: ``` ┌─────────────────────────────────────────────────────────────┐ │ Form Builder: Post-Session Survey │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Form Settings │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ Title: Post-Session Survey │ │ │ │ Type: Survey │ │ │ │ Active: ☑ │ │ │ └─────────────────────────────────────────────────────┘ │ │ │ │ Fields │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ 1. [Rating] How engaging was the robot? [✕] │ │ │ │ 2. [Text] What did you enjoy most? [✕] │ │ │ │ 3. [Multiple Choice] Robot personality? [✕] │ │ │ │ │ │ │ │ [+ Add Field] │ │ │ └─────────────────────────────────────────────────────┘ │ │ │ │ Preview │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ How engaging was the robot? │ │ │ │ ○ 1 ○ 2 ○ 3 ○ 4 ○ 5 │ │ │ └─────────────────────────────────────────────────────┘ │ │ │ │ [Cancel] [Save] │ └─────────────────────────────────────────────────────────────┘ ``` ## Step 4: Field Types ### Text Field ``` ┌─────────────────────────────────────────────────────────────┐ │ Field Type: Text │ ├─────────────────────────────────────────────────────────────┤ │ Label: Participant Age │ │ Required: ☑ │ │ Placeholder: e.g., 25 │ │ │ │ Preview: │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ Participant Age * │ │ │ │ [e.g., 25 ] │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` ### Rating Scale ``` ┌─────────────────────────────────────────────────────────────┐ │ Field Type: Rating │ ├─────────────────────────────────────────────────────────────┤ │ Label: How engaging was the robot? │ │ Required: ☑ │ │ Scale: 1 to [5] │ │ Low Label: Not at all engaging │ │ High Label: Very engaging │ │ │ │ Preview: │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ How engaging was the robot? * │ │ │ │ │ │ │ │ 1 2 3 4 5 │ │ │ │ ○ ○ ○ ○ ○ │ │ │ │ Not at all Very engaging │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` ### Multiple Choice ``` ┌─────────────────────────────────────────────────────────────┐ │ Field Type: Multiple Choice │ ├─────────────────────────────────────────────────────────────┤ │ Label: Did the robot respond appropriately? │ │ Required: ☑ │ │ Options: │ │ 1. Yes, always │ │ 2. Yes, most of the time │ │ 3. Sometimes │ │ 4. Rarely │ │ 5. No │ │ │ │ Preview: │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ Did the robot respond appropriately? * │ │ │ │ │ │ │ │ ○ Yes, always │ │ │ │ ○ Yes, most of the time │ │ │ │ ○ Sometimes │ │ │ │ ○ Rarely │ │ │ │ ○ No │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` ### Yes/No ``` ┌─────────────────────────────────────────────────────────────┐ │ Field Type: Yes/No │ ├─────────────────────────────────────────────────────────────┤ │ Label: Would you interact with this robot again? │ │ Required: ☐ │ │ │ │ Preview: │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ Would you interact with this robot again? │ │ │ │ │ │ │ │ ○ Yes ○ No │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` ### Text Area ``` ┌─────────────────────────────────────────────────────────────┐ │ Field Type: Text Area │ ├─────────────────────────────────────────────────────────────┤ │ Label: What did you enjoy most about the interaction? │ │ Required: ☐ │ │ Rows: [4] │ │ │ │ Preview: │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ What did you enjoy most about the interaction? │ │ │ │ │ │ │ │ [ ] │ │ │ │ [ ] │ │ │ │ [ ] │ │ │ │ [ ] │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` ### Date ``` ┌─────────────────────────────────────────────────────────────┐ │ Field Type: Date │ ├─────────────────────────────────────────────────────────────┤ │ Label: Session Date │ │ Required: ☑ │ │ │ │ Preview: │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ Session Date * │ │ │ │ [📅 Select date ] │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` ### Signature ``` ┌─────────────────────────────────────────────────────────────┐ │ Field Type: Signature │ ├─────────────────────────────────────────────────────────────┤ │ Label: Participant Signature │ │ Required: ☑ │ │ │ │ Preview: │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ Participant Signature * │ │ │ │ │ │ │ │ ┌───────────────────────────────────────────────┐ │ │ │ │ │ │ │ │ │ │ │ [Sign here] │ │ │ │ │ │ │ │ │ │ │ └───────────────────────────────────────────────┘ │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` ## Step 5: Consent Forms ### Required Elements For IRB compliance, consent forms must include: - [ ] Study title and purpose - [ ] Principal investigator - [ ] Procedures description - [ ] Risks and benefits - [ ] Confidentiality statement - [ ] Voluntary participation note - [ ] Signature and date fields ### Consent Form Template ```json { "title": "Informed Consent", "type": "consent", "fields": [ { "type": "text", "label": "Study Title", "required": true }, { "type": "text", "label": "Principal Investigator", "required": true }, { "type": "textarea", "label": "Purpose of the Study", "required": true }, { "type": "textarea", "label": "Procedures", "required": true }, { "type": "textarea", "label": "Risks and Benefits", "required": true }, { "type": "textarea", "label": "Confidentiality", "required": true }, { "type": "yes_no", "label": "I consent to participate", "required": true }, { "type": "signature", "label": "Participant Signature", "required": true }, { "type": "date", "label": "Date", "required": true } ] } ``` ## Step 6: Surveys ### Post-Session Survey Example ```json { "title": "Post-Session Questionnaire", "type": "survey", "fields": [ { "type": "rating", "label": "How engaging was the robot?", "settings": { "scale": 5 } }, { "type": "rating", "label": "How natural did the interaction feel?", "settings": { "scale": 5 } }, { "type": "multiple_choice", "label": "Did the robot respond appropriately?", "options": ["Always", "Usually", "Sometimes", "Rarely", "Never"] }, { "type": "textarea", "label": "What did you like most?" }, { "type": "textarea", "label": "What could be improved?" } ] } ``` ### Questionnaire Example (Demographics) ```json { "title": "Demographics", "type": "questionnaire", "fields": [ { "type": "text", "label": "Age" }, { "type": "multiple_choice", "label": "Gender", "options": ["Male", "Female", "Non-binary", "Prefer not to say"] }, { "type": "multiple_choice", "label": "Experience with robots", "options": ["None", "A little", "Moderate", "Extensive"] } ] } ``` ## Step 7: Form Versions Forms support versioning for IRB compliance: 1. Create new version when modifying: - Question text changes - New fields added - Required fields changed 2. Version history: ``` Version 1 (Current) - Active Version 2 - Draft Version 3 - Archived ``` 3. Track changes: - Version number - Change date - Change description ## Step 8: Distributing Forms ### Automatic Distribution Configure automatic form sending: 1. Open form settings 2. Enable **Auto-distribute** 3. Set trigger: - Before trial (consent) - After trial (survey) 4. Select participants ### Manual Distribution Send forms manually: 1. Open form 2. Click **Distribute** 3. Select participants 4. Choose delivery method ### Participant Link Generate shareable link: ``` https://hristudio.example.com/forms/{formId}?participant={participantCode} ``` ## Step 9: Collecting Responses ### View Responses 1. Open form 2. Click **Responses** tab 3. View individual submissions ### Response Dashboard ``` ┌─────────────────────────────────────────────────────────────┐ │ Form Responses: Post-Session Survey │ ├─────────────────────────────────────────────────────────────┤ │ Total Responses: 15/20 (75%) │ │ │ │ Question: How engaging was the robot? │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ 5 ████████████████████████████████████ 8 responses │ │ │ │ 4 ██████████████████ 5 responses │ │ │ │ 3 ████████ 2 responses │ │ │ │ 2 ████ 1 response │ │ │ │ 1 ████ 1 response │ │ │ │ │ │ │ │ Average: 4.2 / 5.0 │ │ │ └─────────────────────────────────────────────────────┘ │ └─────────────────────────────────────────────────────────────┘ ``` ### Export Responses Download collected data: | Format | Contents | |--------|----------| | CSV | Tabular data | | JSON | Full response objects | | PDF | Printed consent forms | ## Step 10: Form Templates ### Creating Templates 1. Create form with desired fields 2. Click **Save as Template** 3. Enter template name 4. Template is available for reuse ### Template Library | Template | Use Case | |----------|----------| | Standard Consent | Generic research consent | | Child Consent | Studies with minors | | Extended Consent | Complex procedures | | Feedback Survey | Post-session feedback | | NASA-TLX | Workload assessment | | SUS | System usability | ## Best Practices ### Consent Forms - [ ] Review with IRB before use - [ ] Keep language simple - [ ] Include all required elements - [ ] Version control for changes - [ ] Store signed forms securely ### Surveys - [ ] Keep questions concise - [ ] Use appropriate scales - [ ] Test with pilot participants - [ ] Randomize order when appropriate - [ ] Include open-ended questions ### Data Management - [ ] Export data regularly - [ ] Backup responses - [ ] Anonymize data for analysis - [ ] Follow data retention policy ## Troubleshooting ### Form Not Loading - Check form is active - Verify participant access - Check network connection ### Response Not Saving - Check required fields - Verify session active - Try again or refresh ### Participant Can't Access - Verify participant code valid - Check form is distributed - Confirm study is active ## Next Steps Now that you've created your forms: 1. **[Running Trials](04-running-trials.md)** - Connect forms to trials 2. **[Data & Analysis](08-data-and-analysis.md)** - Analyze collected data 3. **[Your First Study](02-your-first-study.md)** - Set up your study --- **Previous**: [Robot Integration](06-robot-integration.md) | **Next**: [Data & Analysis](08-data-and-analysis.md)