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hristudio/docs/tutorials/07-forms-and-surveys.md
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# 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)
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