Clinical Trial Site Workload & Data Capture Assessment
Measures documentation burden, system usability, and data capture pain points among clinical trial site staff. Designed for site coordinators, investigators, and research personnel to identify operational bottlenecks and prioritize workflow improvements.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
In the past 12 months, have you worked on clinical trials at your site?
- Yes
- No
Outside of clinical trials, approximately how many hours per week did you spend on clinical documentation and data entry in the past 30 days?
- Less than 2 hours
- 2–5 hours
- 6–10 hours
- 11–20 hours
- 21–30 hours
- More than 30 hours
On average, how many hours per week did you spend on trial documentation and data entry in the past 30 days?
- Less than 2 hours
- 2–5 hours
- 6–10 hours
- 11–20 hours
- 21–30 hours
- More than 30 hours
Which tools did you use for trial data capture in the past 30 days? Select all that apply.
- Sponsor-specific EDC
- eSource platform
- EHR-to-EDC integration
- Paper source
- Spreadsheets (e.g., Excel)
- Other (please specify)
Please rank your top 3 biggest trial data capture pain points (1 = biggest).
- Protocol complexity impacting data entry
- Duplicate entry between source and EDC
- System performance/downtime
- High query volume
- Training/retraining requirements
- Scheduling/coordination conflicts
How confident are you that your site can meet sponsor data timelines over the next 3 months?
What type of site do you primarily work at?
- Academic medical center
- Community hospital
- Private practice
- Independent research site/SMO
- FQHC/Public clinic
- Other (please specify)
Thank you for your time. Your input will directly inform efforts to reduce site burden and improve data capture workflows. Your responses are confidential and will be reported in aggregate only.
What is your primary role in clinical trials at your site?
- Principal Investigator (PI)
- Sub-Investigator
- Study Coordinator/CRC
- Research Nurse
- Data Manager
- Pharmacist
- Other (please specify)
Overall, how burdensome was non-trial clinical documentation in the past 30 days?
Overall, how burdensome was trial data capture at your site in the past 30 days?
Which was your primary system for entering trial data in the past 30 days?
- Sponsor-specific EDC
- eSource platform
- EHR-to-EDC integration
- Paper source
- Spreadsheets (e.g., Excel)
- Other
Which of the following trial activities took the most of your time in the past 30 days? Please rank your top 3 (1 = most time).
- Source documentation
- EDC data entry
- Query management/resolution
- Visit scheduling/coordination
- Regulatory/IRB documentation
- Training/meetings
Based on your responses in this survey, please share any additional thoughts or feelings about site documentation or data capture.
How many years have you worked in clinical research (any role)?
- Less than 1 year
- 1–3 years
- 4–6 years
- 7–10 years
- 11–15 years
- More than 15 years
How many interventional trials did you actively support in the past 30 days?
- 0
- 1–2
- 3–5
- 6–10
- More than 10
Which systems took most of your non-trial documentation time in the past 30 days? Select all that apply.
- EHR
- Quality registry portals
- Prior authorization portals
- Spreadsheets
- Paper forms
- Other (please specify)
Thinking about your primary trial data entry system, how easy or difficult was it to navigate between forms and pages?
What one change would most reduce trial data capture burden at your site?
We'd like to understand your experience with trial documentation and data capture in more depth. An AI moderator will ask a few brief follow-up questions based on your earlier responses.
What patient population do you primarily serve?
- Adults
- Pediatrics
- Both
What was the single biggest barrier to efficient non-trial documentation in the past 30 days?
How easy or difficult was it to enter and save patient data in your primary system?
Which trial phases do you typically support? Select all that apply.
- Phase I
- Phase II
- Phase III
- Phase IV/Post-market
- Medical device studies
- Other (please specify)
How easy or difficult was it to manage and resolve queries in your primary system?
In which region do you primarily work?
- North America
- Western Europe
- Eastern Europe
- Latin America
- Asia-Pacific
- Middle East & Africa
- Other
How easy or difficult was it to generate reports or export data from your primary system?
Overall, how satisfied are you with your primary system for trial data entry?
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
- Includes an AI follow-up interview block that lets site staff elaborate in their own words on documentation and data-capture pain points, going beyond fixed-choice questions
- Combines burden ratings (opinion scales), tool/system usage questions, and ranking questions to pinpoint which specific systems and activities create the most workload
- Captures role, trial phase, region, and experience context so results can be segmented by coordinator vs. investigator vs. site type
- Asks directly about confidence in meeting sponsor data timelines, giving a forward-looking operational risk signal that a generic form does not capture
Typeform
Data Capture Form TemplateThis is a generic data capture form template, not a clinical trial or research-specific survey, and it appears to be a static form rather than a fielding-ready assessment with branching or scoring logic. It could be manually adapted for research use but includes none of the clinical-trial-specific content (system usability, query resolution, timeline confidence) found in QuestionPunk's template.
What it does well
- Clean, simple UI for basic data collection
- Easy to customize field types for general-purpose intake
- Part of a well-known no-code form builder ecosystem
Where it falls short
- No adaptive AI follow-up interviewing to probe open-ended pain points
- Not tailored to clinical trial workflows, roles, or terminology
- No built-in per-response quality scoring or automated operational report generation
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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