How to Generate an IRB Packet
Create plain-language study text for ethics review and institutional records.
The Short Version
Create plain-language study text for ethics review and institutional records. A practical way to begin is to finish the survey draft, then export the survey instrument. Finish by making sure you customize for your institution. The full walkthrough below explains each part in order.
Is This Guide for You?
Researchers submitting a study to IRB or ethics review.
Follow These Steps
Work through these 5 steps at your own pace. The wording is intentionally practical, and you can return to the checklist at the end when you are ready to review your work.
- Finish the survey draft.
- Export the survey instrument.
- Export the IRB template.
- Review risks, data handling, and recruitment details.
- Customize for your institution.
What This Helps You Accomplish
IRB packets are easier when the survey instrument and randomization plan are already documented.
A Quick Confidence Check
- Do not rely on generated text without review.
- Match compensation and recruitment language to the panel.
- Avoid unnecessary sensitive data.
Common Questions
Can I use this guide if I am new to this?
Yes. Researchers submitting a study to IRB or ethics review. Follow the steps in order, start with a small test, and use the final checklist before you field or report anything important.
What is the simplest way to get started?
Begin by finish the survey draft. Next, export the survey instrument. You do not need to perfect every setting before running a small preview or pilot.
How do I know when I am ready?
Use the confidence check above. In particular: Do not rely on generated text without review. Match compensation and recruitment language to the panel. Avoid unnecessary sensitive data. When the decision is consequential, keep your study documentation and ask a qualified colleague or methods reviewer to examine the design as well.
Related Guides
Research artifact: sample data, codebook, and scriptsResearch Pathways
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