Scope of Work
Defines project objectives, deliverables, milestones, and acceptance criteria so both student and institution share the same performance expectations.
A clear handbook reduces ambiguity about roles, prevents disputes, and documents institutional approvals. It protects student and institution by recording consent, clarifying confidentiality requirements, and providing an auditable record of assignments and payments.
Primary users range from individual student consultants to campus administrators; each party relies on the handbook for different operational and compliance needs.
The handbook centralizes obligations so every signer knows responsibilities, preserves institutional records, and supports audits or later reviews.
Defines project objectives, deliverables, milestones, and acceptance criteria so both student and institution share the same performance expectations.
Names the faculty or staff supervisor, reporting cadence, and escalation path to avoid misunderstandings about oversight and academic credit.
Specifies stipend amounts, payment schedule, tax reporting treatment, and any reimbursements to ensure accurate payroll or accounts payable processing.
Sets data handling, record access, intellectual property ownership, and any non-disclosure obligations that protect research or proprietary information.
Includes timelines, acceptance tests, deliverable formats, and late-delivery consequences to keep projects on schedule and measurable.
Lists required signatories, signature sequence, effective date, and any witness or notarization requirements to validate the agreement legally.
| Field | Configuration |
|---|---|
| Signer Order | Student -> Supervisor -> Department Admin |
| Authentication | Email link or SMS code |
| Conditional Fields | Show stipend fields if paid engagement |
| Notifications | Send reminders at 3 and 7 days |
Choose delivery and storage formats that match campus systems and accessibility standards.
Ensure the selected platform supports audit trails, secure storage, and the institution’s retention policy to maintain compliance and simplify future retrieval.
Issue handbook at project kickoff or semester start
Return signed handbook within 7–14 days
Approve within 5 business days after student signature
Complete paperwork before first stipend payment
Review and update handbook annually
A department issues a handbook to document student researcher duties and data access
Career services uses a template to engage student consultants for employer outreach
| 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 free trial | Free trial varies | Free trial varies | Free trial varies | Free trial varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |