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Last updated on 2024年6月19日

What are the best practices for obtaining informed consent online or by phone?

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Informed consent is a crucial ethical principle in survey research, which means that participants should understand and agree to the purpose, risks, and benefits of the study before taking part. However, obtaining informed consent can be challenging when conducting surveys online or by phone, as you may not be able to verify the identity, age, or comprehension of the respondents. In this article, we will discuss some best practices for ensuring informed consent in surveys, whether you use web-based, email, or phone methods.

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Ankesh Saxena

30x Top Voices | Podcaster @ The Collaborative Canvas | Founder - TRP Magazine | Learn and Grow | Market Research |…
Barry Davis, CAIP

Western Canada Public Affairs | Research and Insights
Jerry M.

Cybersecurity Risk Management Expert | eMASS | ACAS (Tenable s.c) | Application Security | STIGs | PMP | Data Analytics…

1 Choose an appropriate consent format

Depending on your survey mode and design, you may need to use different formats of consent, such as written, verbal, or implied. Written consent is usually required for sensitive or complex topics, or when you collect personal or identifiable data. Verbal consent is acceptable for phone surveys, as long as you record the conversation and ask clear questions. Implied consent is when you assume that the respondent agrees to participate by completing the survey, which is common for online or email surveys that are anonymous and voluntary.

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Ankesh Saxena

30x Top Voices | Podcaster @ The Collaborative Canvas | Founder - TRP Magazine | Learn and Grow | Market Research | Personal Branding | Consumer Insights | Sales | ESOMAR member | MRSI Member |
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Best practices for obtaining informed consent online or by phone include: clearly explaining the purpose, procedures, risks, and benefits; ensuring participants understand and voluntarily agree; using simple, non-technical language; providing an opportunity for questions; verifying identity and comprehension; documenting consent properly; and ensuring privacy and data security throughout the process. Consider using digital signatures or recorded verbal consents for robust documentation.

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Jerry M.

Cybersecurity Risk Management Expert | eMASS | ACAS (Tenable s.c) | Application Security | STIGs | PMP | Data Analytics Management | SOX |HIPPA| GDPR |GRC |NIST | FISMA | SSA at TISTA Science and Technology Corporation
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So many fake hiring personnel doing this pretending to offer a job. Mostly verifying security clearance and never get back to prospective employees.

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2 Provide clear and concise information

Regardless of the consent format, you should always provide clear and concise information about the survey, such as the title, purpose, duration, sponsor, confidentiality, risks, benefits, and rights of the participants. You should also explain how the data will be used, stored, and shared, and how the respondents can withdraw or access the results. You can use plain language, bullet points, or visual aids to make the information easy to understand and avoid technical jargon or acronyms.

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Barry Davis, CAIP

Western Canada Public Affairs | Research and Insights
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Explaining how the data will be used is especially important when obtaining consent. Confidentiality of individual responses is essential. While the information gathered can be useful for understanding how to best market goods or services to a target audience, surveys should not be used for the purpose of marketing or selling to the individuals participating.

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3 Obtain consent before collecting data

You should always obtain consent before collecting any data from the respondents, and make sure that they have enough time and opportunity to read or listen to the information and ask questions. You can use a consent form, a checkbox, a signature, a verbal confirmation, or a welcome screen to document the consent. You should also remind the respondents that they can skip any questions or stop the survey at any time without any consequences.

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Dan Wasserman

Insight Realist and AI Idealist
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It is also best practice (and typically confirms to strict data laws) to inform responders that they can withdraw consent. It is also important to explain how they can do this.

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4 Respect the rights and preferences of the respondents

You should always respect the rights and preferences of the respondents, and avoid any coercion, deception, or manipulation. You should also be sensitive to the cultural, linguistic, or cognitive diversity of the respondents, and provide appropriate accommodations or translations if needed. You should also respect the privacy and confidentiality of the respondents, and use encryption, anonymization, or pseudonymization techniques to protect their data.

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5 Follow the ethical guidelines and regulations

You should always follow the ethical guidelines and regulations that apply to your survey research, such as the Code of Ethics of the American Association for Public Opinion Research (AAPOR) or the General Data Protection Regulation (GDPR) in the European Union. You should also seek approval from an institutional review board (IRB) or an ethics committee if your survey involves human subjects, especially if they are vulnerable or at risk.

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6 Monitor and evaluate the consent process

You should always monitor and evaluate the consent process, and check for any issues or feedback from the respondents. You should also keep records of the consent forms, recordings, or screenshots, and store them securely and separately from the survey data. You should also review and update the consent information and procedures as needed, and report any ethical concerns or breaches to the relevant authorities or stakeholders.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the best practices for obtaining informed consent online or by phone?

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1 Choose an appropriate consent format

2 Provide clear and concise information

3 Obtain consent before collecting data

4 Respect the rights and preferences of the respondents

5 Follow the ethical guidelines and regulations

6 Monitor and evaluate the consent process

7 Here’s what else to consider

Survey Research

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