Study type · School-based trialsUpdated October 20, 2026

School-based trial data collection

The school is the cluster, the teacher delivers the programme, a parent gives permission and the child agrees. Capture handles consent for minors, school-level sites and pupil outcome forms with coded IDs. Build free, no credit card.

  • School as site and cluster
  • Parental permission plus assent
  • Coded pupil IDs

Free sandbox · No credit card · 21 CFR Part 11 aligned

Who sees what in a school-based trial (demo)
TeacherResearch assistantParentStatistician
Pupil name and class list
Pupil outcome scores (coded ID)
Permission and assent status
Intervention delivery log
School allocation (programme or control)
Demo design. Roles are set per study; your protocol decides who may see names and who sees only coded IDs.

What a school-based trial needs from its data collection

  • Two layers of consent: parental permission and the child's own assent, recorded separately, with rules for a child who says no even when a parent says yes.
  • The school is the cluster: allocation, numbering and analysis happen at school level, and pupils within a school are not independent of each other.
  • Delivery by non-researchers: teachers deliver lessons or activities, so fidelity and dose need a simple log that does not add a research job to a teaching day.
  • Sensitive data about children: names must be kept apart from outcomes, and access must follow the school and ethics rules.
  • Outcomes from several sources: questionnaires, measurements taken in school, and sometimes school records such as attendance.

The setting

Why a school trial is not a clinic trial with younger participants

School trials tend to be cluster randomised: a school, a year group or a class receives the programme and another does not, because the intervention is delivered to a group and contamination between neighbouring pupils would dilute the effect. The consequences for data are concrete. Each school needs its own identity in the dataset, participant numbers need to carry the school (Capture supports site-level numbering such as 007-0112), and exports must be filterable by school so the statistician can model clustering. The design side is covered in EDC for cluster-randomised trials; this page is about running one inside schools.

The people collecting data are teachers, school nurses and research assistants, not clinical research coordinators. Each school can be a site with a site coordinator role for the person who manages class lists and a data entry role for the person who records scores. Role-based access and PII segregation let staff who handle the class list see names while researchers and analysts work from coded IDs, and blinded roles never receive allocation values, enforced by masked database views and row-level security. Randomization can sit in the same study; see randomization in EDC. The clinical-trial pages for children in a medical setting are in EDC for pediatric clinical trials.

Do not assume forms and consent are available in other languages. Capture does not claim multilingual support, so for schools where families use another language, plan translated paper information sheets approved by your ethics committee, with the recorded consent decision entered by staff.

Consent: parental permission, child assent and opt-out routes

For minors, ethics committees generally expect permission from a parent or guardian and, as the child is able, the child's own agreement (assent). The age at which assent applies, whether written assent is needed and whether an opt-out route is acceptable for low-risk school programmes all vary by country and committee, so take the rules from your ethics approval. Capture provides eConsent with on-screen signature, email OTP confirmation, investigator countersignature and optional witness or legally authorised representative signature, plus a pediatric assent consent template you can adapt. Parents sign from a secure link on their own phone; the assent step can be recorded separately so the audit trail shows both decisions and their dates.

Where consent is collected on paper through school bags, record the outcome on a consent-status form with the date it was received, and file the signed paper in the investigator site file. Data protection rules for children also apply: under GDPR the age at which a child can consent to an online service differs between EU member states, and in the US education-record rules such as FERPA may apply to school data. Ask your data protection officer, and do not treat this page as legal advice.

Where this fits

School-based trials against neighbouring pages

QuestionThis pageNeighbouring page
Where is the study run?In schools, with teachers and school staffPediatric trials run in clinics and hospitals
What is the cluster?A school, year group or classCluster design page for hospital wards, practices and villages
What are the outcomes?Behaviour, activity, mental wellbeing, BMI, learning measuresChildhood obesity trials for the clinical condition
Who consents?Parent permission plus child assent, sometimes opt-outLegally authorised representative consent for adults who cannot consent
Who holds identity data?School staff see names, researchers see coded IDsPII segregation explained

Set up two mock schools and a class list

Create two schools as sites, enrol test pupils with coded IDs and try the permission and assent forms. Free sandbox, no credit card.

Build your school study free

Delivery and outcomes

Teacher delivery logs, pupil questionnaires and school records

Fidelity matters in a programme trial because a lesson that was never taught cannot have worked. Build a short delivery log per class: week, session number, whether it ran, how many pupils attended, minutes delivered and a reason if it was cancelled. Teachers are busy, so keep it to a handful of fields and enter it as a repeating row so a twelve-week programme is twelve rows, each with its own audit trail. A field that asks the teacher what they changed from the manual gives a fidelity measure without an observer.

Pupil outcomes can be questionnaires, physical measures or tests. Questionnaires open from a secure link in a phone or tablet browser, with reminders, and younger children may need an adult to read items aloud or complete a proxy version; see the parent-proxy ePRO template. Measures like height and weight go into eCRF forms completed by a trained assistant, with calculated fields such as BMI shown read-only during entry. Where an outcome uses a copyrighted scale, the licence stays with the study documents, and Capture does not supply the instrument or check the licence.

School records such as attendance, grades or exclusions are sometimes outcomes. Capture does not claim a link to school information systems, so agree with the school how records are provided and who enters them, record the source on the form, and check whether your ethics approval and the school's data agreement allow it. Because pupils move school or leave, plan a withdrawal and loss-to-follow-up form so the dataset shows why someone has missing data.

Build sequence

From school protocol to a running study

  1. 1

    Create schools as sites

    Add each school, its coordinator and data entry staff, and agree who sees names.

  2. 2

    Draft visits and forms

    Upload the protocol (PDF, DOCX or DOC) and let the AI study builder propose the schedule and forms. Nothing is saved until a person reviews it.

  3. 3

    Build consent steps

    Set up parental permission through eConsent and a separate assent record, or a paper-status form, as your ethics committee approved.

  4. 4

    Build delivery and outcome forms

    Add the class delivery log, pupil questionnaires and measurement forms, with edit checks on ranges and dates.

  5. 5

    Test as a teacher and as a researcher

    Log in with each role in the sandbox and confirm who sees names, scores and allocation.

  6. 6

    Approve and go live

    Approved forms lock for live use. Real pupils start the paid live phase.

Before the first school

School-based trial readiness checklist

Ethics route confirmed

Whether permission is opt-in or opt-out, and whether assent is written, set by the approving committee.

Data agreement with each school

What the school shares, what researchers hold and who may see names.

Roles and visibility tested

Teacher, research assistant and statistician views checked in the sandbox.

Delivery log kept short

A handful of fields a teacher can complete in under a minute.

Language plan

Translated information sheets handled on paper; no multilingual forms assumed.

Export by school tested

CSV or Excel with the data dictionary, filtered by site, opened in the statistics package.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Can I record both parental permission and child assent?

Yes. Use eConsent for the parent's signature and record the child's assent as a separate step or form, with dates in the audit trail. The pediatric assent template is a starting point; your ethics committee sets the rules.

Can each school be a separate site?

Yes. Capture supports multiple sites with site-level participant numbering, a site coordinator portal and by-site filtering and exports, which suits cluster analysis.

Can teachers see pupil outcomes?

Only if you give them that access. Roles control visibility, and PII segregation keeps names apart from outcome data so researchers can work from coded IDs.

Are forms available in other languages?

No multilingual support is claimed. Plan translated paper material approved by your ethics committee and enter the decisions in Capture.

Does it connect to school information systems?

No integration is claimed. Agree how attendance or grade data reach the study and have a named person enter them, with the source recorded.

Does it work for individually randomised pupils?

Yes, but most school programmes randomise at school or class level. Set up the allocation your statistician specifies; Capture supports randomization in the same study.

How much does it cost?

The sandbox is free with every feature, no credit card and no time limit. You pay only once you go live with real participants. Pricing is not published on the site, so ask for terms for your study.

Start your school-based study free

Free sandbox with every feature. No credit card, and you pay only when you go live.

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