What it does
Align collection, access, retention and data requests.
When to use it
Before collection and when handling a data request.
Before you begin
- A research purpose
- An identified person responsible for data handling
See how it works
Read each step and choose Play to hear the explanation while following the screen.
Review questions and task
What to doMinimize collection
Real screens with demo data
Open the study in the builder and review questions, options and screens. Remove requests unrelated to the research decision; use fictional data for an address task example. Check preview for instructions that might cause someone to expose real information.
- No unnecessary identity document
- No password in the task
An example to try
Collect reasons for difficulty without requesting identity documents.
What you see in results
- A questionnaire collecting necessary data
- Reviewed consent and retention
- A request routed through the proper channel
Avoid these mix-ups
- A researcher-authored question can collect personal data.
- Screen video may show sensitive content; review task and instructions before requesting capture.
- Service legal documents do not replace reviewing the research context.
Keep learning
Record, inspect individual responses and create clips
For an individual response, open People, the session and Answers by step. The aggregate distribution is in the question results; Full replay shows the sequence of events.
Observe visitor behavior
Measure pages, clicks and paths with consent.
Manage team, account and comments
Provide suitable access and discuss evidence in context.