Research screening form template

Screen participants with consent prompts, eligibility criteria, demographic fields, scheduling preferences, and review notes.

The workflow problem

A useful template has to capture the right details, guide respondents away from irrelevant fields, and leave reviewers with enough context to make the next decision.

How the KinoForms template is structured

The template outline combines field groups, conditional logic examples, validation checks, review handoff notes, and related pages so teams can adapt it without starting from a blank form.

Participant contact details and consent confirmation
Eligibility answers, demographics, and screening criteria
Availability windows and preferred contact method
Reviewer decision, exclusion reason, and scheduling notes

Use cases

Research teams screening participants
Product teams recruiting interview candidates
Programs checking eligibility before scheduling

Workflow steps

Collect the common fields first Start with identity, contact, request, or eligibility fields that every respondent should complete.
Branch into conditional sections Show extra fields only when an answer makes them relevant, such as files, approvals, availability, or budget detail.
Validate before review Use required fields, option constraints, dates, file expectations, and review-ready labels before the response reaches the team.

Concrete examples

Consent-first screening

The form only shows availability fields after the participant confirms consent.

Eligibility review

Screening answers and reviewer notes stay in one record for scheduling decisions.

Contact-method branch

Phone follow-up can require a phone number and time zone, while video-call follow-up can collect availability windows.

Related pages

conditional logic form builder controlled form submissions multi-workspace form builder form submission validation

FAQ

What should a research screening form include?

Include consent, contact information, eligibility questions, demographics, availability, and reviewer decision fields.

Can exclusion criteria hide later fields?

Yes. Conditional logic can hide scheduling fields or show alternate review notes when exclusion criteria match.