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Recording Consent and Comfort Assessment Survey

Captures explicit, informed consent before recording a call, interview, or research session, and checks participants' comfort with how the recording will be stored, shared, and retained. An AI follow-up interview surfaces any hesitations or conditions in the person's own words — built for research, support, and compliance teams who need a documented, genuine 'yes' before they hit record.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

12 questions · ~7 min
Q01
Message

Before we start recording, we want to be sure you're genuinely comfortable with how this session will be captured and used. This takes about 7 minutes and gives us a clear, documented record of your consent.

Q02
ConsentRequired

Please review and confirm your consent to recording.

Q03
Multiple ChoiceRequired

Which parts of this session are you comfortable having recorded?

  • Audio only
  • Video and audio
  • Screen or document sharing
  • None — I'd prefer not to be recorded
Q04
Opinion ScaleRequired

How clearly do you understand what happens to this recording afterward — where it's stored, who can view it, and how long it's kept?

Scale: 1 – 5
Min:Not clear at allMax:Completely clear
Q05
Multiple ChoiceRequired

How long would you like this recording retained before it's deleted?

  • Delete as soon as a summary is written
  • Keep for 30 days
  • Keep for up to 12 months
  • Keep indefinitely for future reference
  • Not sure / no preference
Q06
Multiple Choice

Who do you feel should have access to this recording?

  • Only the person(s) running this session
  • The wider project or research team
  • Anyone at (Replace with organization name)
  • Third-party partners or vendors involved in the project
  • Not sure
Q07
Opinion ScaleRequired

Overall, how comfortable are you with being recorded for this specific session?

Scale: 1 – 7
Min:Very uncomfortableMax:Very comfortable
Q08
Long Text

Are there any conditions, pauses, or topics you'd want excluded from the recording? Let us know here.

Q09
AI Interview

Probe the reasoning behind the respondent's comfort rating and any conditions they mentioned. If they rated comfort low or restricted the recording format, gently explore what specifically concerns them (e.g., being quoted, future reuse, who might view it, tone of voice or appearance) and what — if anything — would make them comfortable proceeding. If they were fully comfortable, confirm they understood the retention and access terms rather than just agreeing by default. Do not pressure anyone toward consenting; the goal is to document genuine understanding and surface any unmet conditions before recording begins.

Q10
Dropdown

Which country or region are you joining this session from? (Helps us apply the correct local recording-consent rules.)

  • United States
  • European Union
  • United Kingdom
  • Canada
  • Australia
  • Other
  • Prefer not to say
Q11
Multiple Choice

What's your relationship to this session?

  • Customer or participant
  • Employee
  • Job candidate
  • Research or user-testing volunteer
  • Other
  • Prefer not to say
Q12
Message

Thank you for confirming your preferences. Your responses are stored as our record of consent and will guide how this specific recording is handled, shared, and eventually deleted.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Goes beyond a signature or checkbox: an AI follow-up interview probes the reasoning behind the person's comfort rating and surfaces any hesitations or conditions in their own words
  • Separately captures granular preferences — which parts of the session can be recorded, retention period, and who should have access — rather than a single blanket consent
  • Includes a comfort/understanding opinion scale plus an open-ended field for exclusions or pauses, so 'yes' is documented as genuine and informed, not just obtained
  • Adds context fields (region, relationship to the session) to support compliance needs, then closes with a clear confirmation message stored as the record of consent

Jotform

100+ Recording Consent Form Templates

This is a template gallery/category page listing many recording consent form variants rather than a single fielding-ready survey. It's useful for browsing form structures and signature-style consent capture, but each template still needs to be selected and configured. Good for quick, static consent collection across many use cases (medical, legal, general).

What it does well

  • Large variety of pre-built consent form layouts to choose from
  • Familiar drag-and-drop form builder for quick customization
  • Supports basic e-signature style consent capture

Where it falls short

  • Static form fields only — no adaptive follow-up questioning to surface hesitations or conditions in the respondent's own words
  • No per-response quality scoring or automated interview-style probing
  • As a category page, it isn't a single ready-to-field survey, requiring extra setup to match a specific compliance workflow

SurveyMonkey

Audio Recording Consent Form Template

A single, ready-to-use consent form template focused on audio recording permission. It likely covers basic consent confirmation and standard survey question types, backed by SurveyMonkey's broader analytics and distribution tools. It doesn't appear built to capture nuanced comfort levels or follow up on conditional consent.

What it does well

  • Ready-to-field single template, not just a category listing
  • Backed by established survey distribution and reporting infrastructure
  • Simple, quick setup for basic audio consent capture

Where it falls short

  • No adaptive AI follow-up to explore hesitations, conditions, or reasoning behind a comfort rating
  • No voice AI interview option or guided task/screen-share capability
  • No transparent, published prompt methodology for how responses are interpreted or scored

Typeform

Video Recording Consent Form Template

A conversational, single-question-per-screen template for video recording consent, consistent with Typeform's typical UX. It's likely well-designed for a friendly consent-capture experience but functions as a static form rather than an interview. It doesn't appear to probe further into a respondent's stated comfort level or conditions.

What it does well

  • Polished, conversational one-question-at-a-time interface
  • Ready-to-use single template specific to video recording consent
  • Good mobile-friendly design typical of Typeform forms

Where it falls short

  • No adaptive AI follow-up interview to surface hesitations or conditions beyond fixed answer choices
  • No automated per-response quality scoring or auto-generated compliance reports
  • No mechanism to capture nuanced retention/access preferences or open-ended exclusions in the same guided flow

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Open this template in the editor. Every part is yours to change before the first respondent sees it.

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