The Research Data Collection & Management Kit: 50 Fillable Templates (US Letter + A4)

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.

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

WHAT'S INSIDE

- 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: https://www.gradsummit.com/workbooks/research-data-collection-management-workbook/

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.