Rally provides standard Consent Forms to get you started right away, and allows you the flexibility to create custom Consent and Opt-In Forms in Rally. Additionally, add custom Documents you've uploaded, such as NDAs, into any Consent Forms you create.
Create Custom Consent Forms
đ¨ Uploading and managing Consent Forms requires an Ops Manager, Super Admin, or Researcher role type.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Consent Forms.
In the top right, select '+ Add Consent Form'.
Enter the Consent Form Name.
Enter the Consent Form Title.
Use the Content Section to enter the terms that Participants must agree to to participate in Studies.
Optionally, use the formatting options at the bottom of the Content Section to edit the look and style of your text or add pictures or links.
Agreements: Include a list of required statements that Participants must agree to by checking a box.
Select '+ Add Statement' to add additional agreements.
Documents: Add custom documents you've uploaded to Rally into the Consent Form for Participants to electronically sign. Participants must click to sign these documents before taking part in your Study.
Advanced Settings: Optionally enable the checkbox to Require repeat signing for this consent form. If this option is enabled, Participants who have already signed this Consent Form in prior Studies will be required to sign this form again in new Studies that use this form.
Select Preview in the bottom right to see how this Consent Form will look to Participants and ensure everything is correct.
Select 'Create Consent Form' to save.
đĄ Every time a Participant signs a Consent Form, the signed form is stored in their Participant Profile.
By following these steps, you can create custom Consent Forms in Rally to ensure that Participants understand and agree to the necessary terms for their involvement in Studies.
Manage Consent Forms
Manage your existing Consent Forms easily from the Consent Forms section in Settings by selecting the three dots on the right of any Consent Forms and selecting from the options.
Select Edit to make changes, and select 'Save Consent Form' when complete.
Select Set as Default to make this your Workspace's default Consent Form.
Select Remove and then 'Archive Consent Form' in the confirmation pop-up to archive this Consent Form so that it can no longer be used in Studies while maintaining any historical records of signed forms in Participant Profiles.
Download Signed Consent Forms
Easily download any signed consent form from a person's Participant Profile.
Navigate to the relevant person within the People database, or a Study or Panel.
Select the person's name to open their Participant Profile.
Select the 'Consent Submissions' tab from the top.
Select the name of the relevant consent form from the relevant Study or Panel to open it in a new tab.
In your browser's toolbar, select File > Print, or press âCommand+Pâ if youâre on a Mac.
In the popup, set the Destination to âSave as PDFâ and select the 'Save' button to save the file onto your desktop.
In your computer's popup window, edit the file name as desired before saving.
Consent Forms FAQ
âšď¸ Why is the consent form not showing up/appearing/being shown for myself or a Participant?
If you have signed a consent form before when testing in your workspace, or a Participant has signed a consent form before, Rally detects that and doesnât show the consent form again. Rally will only show the consent form again if âRequire repeat signing for this consent formâ is checked for the consent form. Navigate to Settings > Consent Forms and locate the relevant consent form to review or edit it.
âšď¸ I made a custom consent form for all Studies. Why is the wrong consent form being added to my new Studies?
If you've created a consent form that should be the standard go-to for all Studies, you'll need to set it as the default consent form from Settings > Consent Forms to have all newly created Studies that include a consent form automatically include it.