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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
- Go to your Study
- Click Forms tab
- 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
- Click Create Form
- Select Use Template
- Choose template:
- Informed Consent
- Post-Session Survey
- Demographics
- Customize as needed
From Scratch
- Click Create Form
- Select Blank Form
- Choose form type
- 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
{
"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
{
"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)
{
"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:
-
Create new version when modifying:
- Question text changes
- New fields added
- Required fields changed
-
Version history:
Version 1 (Current) - Active Version 2 - Draft Version 3 - Archived -
Track changes:
- Version number
- Change date
- Change description
Step 8: Distributing Forms
Automatic Distribution
Configure automatic form sending:
- Open form settings
- Enable Auto-distribute
- Set trigger:
- Before trial (consent)
- After trial (survey)
- Select participants
Manual Distribution
Send forms manually:
- Open form
- Click Distribute
- Select participants
- Choose delivery method
Participant Link
Generate shareable link:
https://hristudio.example.com/forms/{formId}?participant={participantCode}
Step 9: Collecting Responses
View Responses
- Open form
- Click Responses tab
- 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 |
| Printed consent forms |
Step 10: Form Templates
Creating Templates
- Create form with desired fields
- Click Save as Template
- Enter template name
- 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:
- Running Trials - Connect forms to trials
- Data & Analysis - Analyze collected data
- Your First Study - Set up your study
Previous: Robot Integration | Next: Data & Analysis