This resource provides guidance on using institutionally-supported software tools for electronically documenting consent from human participants. Explore each option to understand access permissions, data and security considerations, ethics and research compliance, accessibility and compatibility features, and design and functionality as well as which McMaster unit hosts or provides the tool.
Researchers obtaining consent – whether as a standalone process or as part of data collection – must ensure their process complies with Tri-Council Policy Statement Ethical Conduct for Research Involving Humans – TCPS 2 (2022). Depending on the study, other regulations may apply (for example, the US Federal Regulations or Canadian clinical trial requirements). In addition, it’s important that researchers keep study data separate from identifiable consent, where possible – otherwise your data becomes fully identifiable. See the Ethics & Research Compliance section under each tool to learn how to manage this separation.
Before you begin: Explore key considerations for data privacy, security and compliance
Before exploring the tools, take a moment to familiarize yourself with key information that will help you make informed decisions about using digital platforms for data collection and management. Online data collection introduces potential privacy and security risks, making it essential for researchers to understand how to protect research participants and comply with Tri-Council Policy Statement Ethical Conduct for Research Involving Humans – TCPS 2 (2022), specifically Chapter 5: Privacy and Confidentiality.
Consider important topics such as privacy policies, how services use your data, and the implications of security certifications. Understand the security claims made by different platforms, the risks of companies using your data to train AI models, and where your data is being stored. Additionally, learn how to control access to your account to ensure the security of your research data.
This resource is produced and maintained by AskResearch, a collaborative network of support units providing accessible and effective digital research services to the McMaster research community. If you can’t find what you are looking for or aren’t sure where to start, contact AskResearch.
Updated: May 2025