Prepare your studyfor secure human transcription
Check consent, confidentiality, data handling and the documents your institution needs before sharing recordings.
- 1.Consent. Does the consent form cover what happens to the recording?
- 2.Confidentiality and agreements. Which agreements does your institution require before files move?
- 3.Data handling. Where do the files go, who can reach them, and for how long?
- 4.Institutional review. What will your IRB, ethics committee or procurement office ask for?
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Prepare your study for secure human transcription
Check consent, confidentiality, data handling and the documents your institution needs before sharing recordings.
Just your email. Download immediately. We'll also create your free Landmark account.
Inside the checklist
- 1
Consent
Does the consent form cover what happens to the recording?
- 2
Confidentiality and agreements
Which agreements does your institution require before files move?
- 3
Data handling
Where do the files go, who can reach them, and for how long?
- 4
Institutional review
What will your IRB, ethics committee or procurement office ask for?
Two pages, tick boxes, the documents your institution will ask for.
The four checks before recordings leave the lab
Consent, confidentiality and agreements, data handling, institutional review. Each is a short list with tick boxes.
Consent
Does the consent form cover what happens to the recording? It says sessions are recorded and that a transcription service may transcribe them. It says who will hear the recording: the transcriptionist and proofreader, under confidentiality agreements.
Confidentiality and agreements
Which agreements does your institution require before files move? A confidentiality agreement or NDA with the vendor, on your paper or theirs. Confirm with your institution whether HIPAA applies to this study and which agreements are required; a Business Associate Agreement where it does.
Data handling
Where do the files go, who can reach them, and for how long? Encrypted transfer through an upload platform, never as email attachments. Encrypted storage, and a named list of who can access it.
Institutional review
What will your IRB, ethics committee or procurement office ask for? A security summary describing transfer, storage, access and staff training. The signed confidentiality agreement, and the BAA where applicable.
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For your IRB, ethics committee or procurement office
Documents for your institution
Getting a vendor approved is often the slowest step. Ask, and a project manager emails what your office needs.
Security summary
Transfer, storage, access and staff training, written for an IRB or ethics committee.
Confidentiality agreement
Our NDA, or we sign your institution’s.
Business Associate Agreement
Where HIPAA applies; BAAs are in place with many universities.
Protocol language
How recordings are transferred, transcribed, de-identified and stored, ready to paste into your application.
Vendor registration and purchase orders
For procurement, with line-item invoices for grant budgets.
Tell us which documents and for which institution. A project manager replies by email.
Trusted by 5,000+ researchers at 700+ universities and hospitals
Grant-funded teams send us the interviews and focus groups they cannot afford to get wrong.
Grant-funded teams send us the interviews and focus groups they cannot afford to get wrong. Here is what stands behind that.
Transcribing since 1987
Supporting research teams since 2009
BAAs in place
with many universities; NDAs on request
U.S.-based staff
Recordings and transcripts never leave U.S. infrastructure
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Ready to work through the checklist?
Last step — just your email
Ready to work through the checklist?
Last step — just your email
Two guides reviewers keep asking for
- HIPAA-compliant transcription for research interviews: what to require (there is no HIPAA certification; here is what to verify instead)
- How to get a transcription vendor approved by your IRB (protocol language, attachments, consent wording)