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The Research Data Collection & Management Kit

For the researcher about to collect data: a protocol, instruments, tracking logs, data-management plan and quality checks before the first participant arrives.

All 50 templates from the workbook, ready to type into: from the go/no-go check and field operations to codebooks, data security, cleaning and database lock.

50 fillable templates
US Letter + A4
Instant download

$19

Buy the kit – $19 Free sample (PDF)

Secure checkout on Payhip. Download both PDFs straight after payment.

Save with the Collect Your Data Bundle: this kit plus Interview & Focus Group Kit, $29 instead of $38. See the bundles

What you get

50 fillable templates in one fillable PDF (122 pages in US Letter, 118 in A4, 7129 fillable fields)
US Letter and A4 versions, both included
Type into the boxes and save, or print and write by hand
A clickable template map with a Done box for every template, and bookmarks

See inside

Data Collection & Management Kit: the template map: every template with a page link and a done box — The template map: every template with a page link and a Done box

Data Collection & Management Kit: a real template page: type and save, or print — A real template page: type and save, or print

Data Collection & Management Kit: a full template page from the kit — A full template page from the kit

Data Collection & Management Kit: every page comes in us letter and a4 — Every page comes in US Letter and A4

All 50 templates

1.1 Data Collection Go/No-Go Checklist
1.2 Study Protocol Summary Sheet
1.3 Instrument Inventory & Readiness Log
1.4 Data Collection Timeline & Milestone Planner
2.1 Operations Manual Master Template
2.2 Research Assistant Training Manual Builder
2.3 Protocol Fidelity Monitoring Checklist
2.4 Protocol Deviation Log
3.1 Participant Recruitment & Tracking Dashboard
3.2 Recruitment Performance Monitor
3.3 Participant Attrition & Retention Tracker
3.4 CONSORT/STROBE Participant Flow Diagram Builder
4.1 Survey Distribution & Response Tracking Log
4.2 Paper Survey Processing Checklist
4.3 Survey Non-Response Analysis Worksheet
4.4 Survey Instrument Administration Protocol
5.1 Interview Scheduling & Completion Tracker
5.2 Field Notes & Post-Session Reflection Template
5.3 Structured Observation Recording Form
5.4 Audio/Video Recording Equipment & Quality Log
5.5 Transcription Quality Control Checklist
6.1 Clinical Data Collection Case Report Form (CRF) Planner
6.2 Retrospective Chart Review Data Extraction Form
6.3 Laboratory Specimen Tracking & Chain of Custody Log
6.4 Source Document Verification Worksheet
7.1 EDC Instrument Design Planner (REDCap Focus)
7.2 Branching Logic & Skip Pattern Map
7.3 Calculated Field & Scoring Worksheet
7.4 EDC System Testing Protocol & Sign-Off
7.5 Qualtrics-Specific Configuration Planner
8.1 Data Entry Protocol & Double-Entry Verification Worksheet
8.2 Data Validation Rules & Range Check Log
8.3 Missing Data Documentation & Classification Worksheet
8.4 Data Query & Resolution Log
9.1 Multi-Site Communication & Meeting Log
9.2 Site Performance Monitoring Dashboard
9.3 Data Submission & Reconciliation Schedule
9.4 Research Team Roles & Delegation Log
10.1 Data Codebook Builder
10.2 Research File Organization System Template
10.3 Version Control & Data Audit Trail Log
10.4 Data Backup & Disaster Recovery Plan
11.1 Data Management Plan (DMP) Builder
11.2 Data De-Identification & Anonymization Worksheet
11.3 Data Security Incident Response Template
11.4 Data Use Agreement & Sharing Checklist
12.1 Pre-Analysis Data Cleaning Checklist
12.2 Outlier Investigation & Decision Log
12.3 Dataset Lock & Handoff Documentation
12.4 Data Quality Crisis Troubleshooting Guide

Every template page gives you

Its purpose and how long it takes
Short steps on how to fill it in
Fillable boxes sized for real answers
The output it produces
A supervisor sign-off line
Where to find the completed example in the workbook

How to use it

Open the PDF in a free PDF reader app that supports fillable forms (Adobe Acrobat Reader is free and works best). Some phone and browser viewers do not save typed answers.
Click a box and type. Save often: your answers stay in the file.

The kit and the workbook

The kit gives you the tools. The Research Data Collection & Management Workbook teaches the method: it explains every template and shows a completed example of each one. If this is your first time, start with the workbook.

Questions

How do I get the files?

Checkout is on Payhip, our store. Straight after payment you can download both PDFs, and Payhip emails you the link too. You can download them again from the same link later.

Can I type into the pages?

Yes. Open the PDF in a free PDF reader app that supports fillable forms (Adobe Acrobat Reader is free and works best), type into the boxes and save. Some phone and browser viewers do not save typed answers.

US Letter or A4?

Both are included in every purchase.

Is this the same as the workbook?

No. The kit has every fill-in template from The Research Data Collection & Management Workbook, ready to type into. The workbook adds the teaching and a completed example of every template.

What if a file does not open?

Digital files cannot be returned once downloaded, but if a file does not open or something is wrong with it, email [email protected] and we will fix it or refund you.

Can my class or research group use it?

Each purchase is for one person. For a class or research group, email [email protected] about a group licence.

The Research Data Collection & Management Kit

50 fillable templates, US Letter and A4, $19.

Buy the kit – $19 Or get every kit: $99

Licence: For the buyer's own use. Every page is stamped with the buyer's email and the purchase date. Please do not share or resell the files. For a class or research group, ask about a group licence.

By Rafiq Muhammad, MD, MIHMEP, PhD. The templates were drafted with the help of AI tools and written, checked and laid out by the author.