Docusign

[lrperlmu]

Use docusign for getting consent form signatures -- required by IRB

Update Consent Frame to confirm that participants have recorded their consent via docusign, and direct them there if they haven't.

[lrperlmu]

Filled out UW-IT docusign interest form. Waiting for reply. Their website says this may take a while.

[lrperlmu]

journal

6/30

• created docusign sandbox account
• read docusign docs

7/2

• Two possible ways to do this workflow: embedded or email
• Email is simpler, but requires manual action from researcher. This is ok, at least for the pilot.
• Explored docusign workflow and sent the consent form to myself a few times
• Read docs on how to customize confirmation email. The management portal isn't showing those options to me.
• Called UWIT, they gave me contact info for Mary Giday, I called and left her a message, waiting for reply.
• If can't send link in confirmation email, we'll have to send another email manually OR send the link in the initial email and tell participants not to click on it until after documenting their consent.
• Talked to Jesenka Berberovich, she says this is possible, but only when I have a production account (not a sandbox account)
• I have applied for a production account, but need to do a training on July 10.

Embedded Workflow:

• Participant clicks study link
• Study app directs them to docusign
• after signing, docusign redirects to Study app To do for embedded setup:
• learn how to send ajax requests
  • create a test file
  • send a simple ajax request
• send the docusign ajax requests from the test file
• send docusign ajax requests from the actual app

Email workflow:

• Study participant emails researcher if interested
• Researcher manually creates docusign request
• Participant receives docusign request via email and signs document
• Confirmation email directs them to the study app To do for email workflow:
• Figure out how to send link in confirmation email

[lrperlmu]

Journal

7/10

• did the docusign training

7/20

• set up docusign template for the consent forms

7/21

• update consent form for docusign workflow
  • will bundle this small change in with the pull request for #100 phq9

To do:

• set up email workflow
  • probably need to talk to Jesenka
• plan for records keeping
  • maybe ask Maya's admins?
  • how about my cse google drive? Or EMAR team drive?
  • need to figure out retention duration, and whether google drive is ok -- ask Maya during
• update consent frame to allude to docusign

[lrperlmu]

How to use the DocuSign Template

• Go to https://app.docusign.com/templates
• Do this once for each participant (don't batch):
  • Consent Form for Emotional Clarity --> Use
  • Under "Add Recipients to the Envelope"
  • We will enter 2 "recipients" with the same email address in order to make the participant get our custom email messages before and after signing
  • Enter Signer 1 name (participant's first and last name)
  • Enter Signer 1 email (participant's email)
  • Enter CC 1 name (participant's first name only -- IMPORTANT: this name must be different from Signer 1 name, or else they won't receive the after-signing message with the link to start the study.)
  • Enter CC 1 email address (participant's email address)
  • Don't change anything else
  • Click Send Now

[lrperlmu]

Pilot participants: Ajita Shukla ajitas@uw.edu Raida Karim rk1997@uw.edu Kai Mihata kaim2@uw.edu Nora Morsi morsin@uw.edu Fengwei Han fengweih@uw.edu Julie Zhu yuyuez@uw.edu Sky Wang yuchew6@uw.edu

Sent docusign at 9:30 am 11/4