Human Expert Qualification Screener
Collect self-reported role, recency, scope, consent, conflict, confidentiality, and availability evidence for review by a human research owner.
Audience
Prospective specialist respondents being screened for a human-led expert interview study.
Outcome
Create a documented include, exclude, or follow-up-needed recommendation for human review.
Method
Qualification screener with transparent eligibility, conflict, consent, and data-minimization checks.
10
questions
~7
minutes
0
demo uses
Estimated timing
Logic flags
Relevant experience
Capture role, scope, recency, and concrete experience without leading the respondent.
Conflict and confidentiality
Identify interests or information boundaries requiring exclusion or review.
Consent and human review
Explain voluntary participation, intended use, availability, and next steps.
1. Which option best describes your current or recent role in {expert_domain}?
2. When did you last make or directly advise a decision in this domain?
3. Which responsibilities did you personally own?
4. Briefly describe one relevant decision you worked on without sharing confidential information.
5. Do you have employment, advisory, investment, competitive, or other interests related to this study topic?
6. If yes or unsure, what should the research owner review before outreach?
7. Can you discuss this topic without sharing confidential, privileged, identifying, or material non-public information?
8. Do you understand that participation is voluntary and selection is not guaranteed?
9. Which approved time windows could work for a human-led follow-up?
10. May {research_owner} review these answers and contact you about this study?