ORSEE3

This module can be enabled in Options/General settings. When enabled, it allows to track payments to subjects.

To set up the system, you will have to create the available payment types in Options/Payment types and available budgets in Options/Budgets.

Payment types can be, for example, “Cash”, “Amazon gift certificates”, “Bank transfer”, “Paypal”, “Gift cards”, or “Course credits”. At least one payment type has to be defined in the system.

• If there is more than one payment type defined in the system, then when you create an experiment, you can select the payment types available for this experiment.
• If there is more than one payment type defined for an experiment, then when you create a session, you can select the payment types available for this session.
• If there is more than one payment type defined for a session, then when you fill in the participation data, you select the payment type for each subject.

Budgets could be separated by researcher, or by project, or not at all. At least one budget (e.g. “Laboratory budget”) has to be defined in the system.

• If there is more than one budget defined in the system, then when you create an experiment, you can select the budgets available for this experiment.
• If there is more than one budget defined for an experiment, then when you create a session, you can select the budgets available for this session.
• If there is more than one budget defined for a session, then when you fill in the participation data, for each subject you select the budget to which this subject's payment should be charged to.

While payment types are purely nominal, you can add additional properties for budgets. You can enable/disable it (so it will appear in the list of budgets on the experiment and session creation pages, or not), you can add a limit (which is purely informational and does not have other consequences), and you can assign it to particular experimenters. The latter will be checked in case a user has only the privileges of payments_budget_view_my and not payments_budget_view_all. (See the section on User rights management on how to edit user privileges.)

When you fill in the participation data for a particular experiment session, you state the payment amount, the payment type (if applicable, see above), and the budget (if applicable, see above). Once the session is marked as balanced (see also Completing and closing a session), the payment data will be included in reports and statistics.

Total payments per session and per experiment are automatically included in the respective lists. In the Statistics/Monitoring/Budget reports section you can create reports at the budget level. The report will detail budget payments per experiment, session, and payment type.