With Discuss, you can seamlessly assign and send consent forms that need to be completed during the Tech Check (ATC) process. Ensuring that all necessary consent documentation is in place. This article will guide you on how to send consent forms to respondents from your respondent hub and how to view signed consent forms.
Upload a Consent Form
If you haven't uploaded a consent form yet, please review this article with instructions for doing so. You won't be able to assign consent forms to a respondent until you've uploaded at least one form.
Assign Consent Forms to Respondents
Start by navigating to your Project Dashboard.
- Click on "Respondents"
- Click on '' Respondent Hub"
- Click the "Notify & Invite" button at the top left of the 'Respondent Hub' page
- Click the "Assign Consent Forms" button.
- Choose the consent form(s) and respondent(s) that you would like to send to under the 'No Forms Assigned' or the 'Already Assigned' Category.
- Click 'Save Assignment' and then you can move on to assigning consent forms to tech checks by clicking 'Next: Tech Checks.'
Sending Tech Check Invitations with Respondents Consent Forms
You can now choose which respondent(s) to send the Tech Check invitation to, with the attached consent forms. To confirm you are sending the right consent forms to the right respondent, each respondent will have their email and assigned consent forms listed under their name.
Any session with consent forms assigned to the session will prompt a special bullet in the body of the default email, informing the respondent that they will be required to sign consent forms before joining a session to enter the interview.
Once you have reviewed all your information, click the 'Send' button in the bottom right-hand corner of the page.
Note: If there are any assigned consent forms to a session that a respondent does not complete before the interview process, they will still be required to sign consent forms right before trying to enter the session, in the case they are provided with the link to the session. Please refer back to the related articles on consent forms for more information on that process.