Study Title
A concise descriptive title so reviewers and participants can identify the project and link it to grant or IRB records.
A well-prepared Educational Study Document clarifies consent, preserves data privacy, and documents institutional approval. It reduces risk, supports reproducibility, and creates an auditable record that institutions and funders require.
Proper role assignment ensures valid consent, institutional oversight, and defensible recordkeeping for audits or compliance reviews.
A concise descriptive title so reviewers and participants can identify the project and link it to grant or IRB records.
Clear objectives and a plain-language explanation of what the study intends to measure or evaluate and why the data are being collected.
Eligibility criteria, age ranges, number of participants, and any inclusion or exclusion rules required by the IRB or school district.
Specific consent language describing procedures, risks, benefits, voluntary nature, and withdrawal procedures to satisfy FERPA and human subjects oversight.
What data are collected, how long they are retained, who has access, and whether data will be shared or published.
Signed lines for investigators, institutional approver, and participant or guardian, with dated acknowledgment and authority statements.
| Field | Configuration |
|---|---|
| Signature Block | Require date and printed name fields with signer role. |
| Authentication | Use email link or SMS code per institutional policy. |
| Routing Order | Set PI → Institutional Approver → Participant. |
| Retention Tag | Apply retention period metadata at completion. |
Ensure the tool meets institutional policies (FERPA/HIPAA where applicable) and records an audit trail suitable for compliance reviews.
Date IRB approval takes effect; document must reflect this start.
Period during which consent must be obtained from participants.
Align study completion with funder report dates.
Allow time to respond under FERPA or institutional policy.
Retention clock begins on the effective date or study end.
Finalize wording and attach study instruments.
Obtain IRB or district sign-off.
Collect and record signed consents.
Store records with retention metadata and access controls.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies | Varies | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |