wiki:UsersManual

User Manual

TOC(depth=2,LicenseAgreement,DownloadPage,QuickInstallation,InstallationGuide,UsersManual,FeaturesPage,PaymentGateway,PaymentQuickstart,FaqPage,TeamPage,CasselWeb2,CasselWeb2Features)?

This manual is for support of system Administrators, Experimenters and Subjects. If you are looking for other documentation, including an installation guide, check here

The Calendar

CASSELWEB3 Calendar
Calendar

The calendar represents the view of experiments that are either visible to subjects for signup or editable by their creator (experimenters). The calendar displays basic information, like time and status. When a visitor mouses over an experiment, additional information is displayed in a popup. When an experimenter clicks on the experiment, a detailed experiment summary page is displayed with options to edit the experiment, send an announcement or manage participants. When a subject clicks on the experiment, the system may take the subject through a survey and/or process experiment filters for that subject. If the subject meets experiment criteria, signup is completed. The subject is offered payment option choices for participation, such as cash or online payment.

User Roles

Three main roles are defined in MooreRecruiting: Subject, Experimenter, and Administrator.

  • Subject
    A Subject is an individual who can view the calendar of available experiments, register and sign up for experiments, check messages, and edit/modify his profile.
  • Experimenter
    Experimenters create and manage experiments, send messages or email announcements to other users regarding experiments.
  • Administrator
    Administrators create users, send messages or email announcements to other users, and have access to system statistics related to experiments, experimenters, subject participation and payout.

An experimenter can also have the role of administrator. Only an administrator can modify user roles.

Administrator

CASSELWEB3 Admin Screen
Administration

User Management

  • View/Edit? Existing Users
  • Add New Subject
  • Add New Experimenter
  • Add New Administrator
  • Update My Profile

Subject Pool Management

A Subject Pool represents a category of Subjects, such as Caltech students, or Occidental students.

Location Management

Locations are places where experiments are held. Details about locations include address, maps, and contact information.

System Statistics

Statistics are maintained that correlate experiment, experimenter, subject, location, and payment data.

  • View System Statistics

Other

Miscellaneous other administrator options

  • Modify Profile Questions
  • Make Administrative Announcement

Experimenter

CASSELWEB3 Edit Experiment
Experiments

Experiment Type Management

Experiments are categorized by types. Experimenters can create or modify experiment types.

Experiment Management

The main function of the experimenter role is to create and manage experiments. Creating an experiment is done in a "wizard" process comprised of four steps. An experimenter may save the experiment at any time in these steps. The experiment is not visible to anyone but it's creator until the final step, where the experimenter "publishes" the experiment and has the opportunity to announce the experiment.

Creating an experiment

  1. Basic Information
    Fill in basic info, like runBy, principle investigator, date, time, location experiment type, subject signup range, a signup freeze time, a showup fee and instructions.
  1. Attach Survey
    Define a survey for subjects to take when registering. Questions can be selected from existing surveys or created on the spot. Filters, which subjects must pass in order to participate can be defined based on survey questions, or formed in the next step.
  1. Define Filters
    A filter is used to narrow down Subjects applying to participate to the list you desire for your experiment. For instance, you may want to only have participants who have never participated in a particular experiment or experiment type. Perhaps you want Subjects from a specific pool, or Subjects who meet a particular profile. Questions can be selected or created that allow you to reach the participant pool you need.

Basic Filters
New Subjects: This adds two filters. The first filter filters out subjects that have participated in this experiment type previously. The second filter filters out subjects that are signed up in a future experiment of this type.
Experienced Subjects: This adds two filters. The first filter filters for subjects that have participated in this experiment type previously.

Check the pool condition box to bring up the pool condition filter boxes. Be sure to click the "Lock the Pool Conditions" button before submitting the page. Otherwise the pool condition filter will not save.

  1. Publish
    When you are satisfied with your experiment setup, follow the wizard through to the Publish step. At this point the experiment becomes visible to Subjects. You can generate an external email or internal message announcing the experiment.

View/Edit? Experiment

  1. Modify Settings
    Once an experiment has been created, anything about it can be modified at any time, from time or location to changing survey or filter questions. An email or internal message to an assortment of parties, such as participants, eligible participants, ineligible participants can be made. An experiment's status can be altered. Only experiments that are published and in OPEN status can be viewed by Subjects.
  2. Manage Participants
    When Subjects begin signing up, experimenters can view the list and add or remove participants, edit payment information and trigger payment to those individuals selecting to use online payment, such as PayPal.
    By default, the participant list page only shows eligible subjects. Pressing the "Show All" button will toggle the ineligible subjects to be shown and pressing the "Hide Ineligible" button will do the opposite.
    Pressing the "Edit" button in the participant list page will lead to a page where you can edit all participant info at once and then save it. Simply press the "Edit" button next to each row and it will allow you to edit. Pressing "Save" will let you save the row.

Registration

Registration is quite simple. Prospective users must fill out their information which includes but is not limited to: username, password, e-mail, student id, first and last name. There are profile questions that the user must answer and the ability to customize profile questions is given to users with administrative rights.

Messaging

TODO

Email

TODO

Last modified 7 years ago Last modified on Sep 2, 2011 1:46:02 AM