The payment tab allows payment schemes to be created and applied to a study. There are two types of payment schemes. The first type is labeled Percentage and involves tracking the percentage of assessments completed within a study period

To create a new payment scheme, click on “+ Add payment scheme.”

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There will be an option to select

“Percentage” payment type

Using the “Dollar Amount” payment scheme will identify the payment(s) that will be made, and the amount on the payment screen.

To set this scheme, enter the scheme name and select “Dollar Amount.”

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The next step will establish the level name and amount (in dollars).

To add levels, click “Add a Row” and fill in required fields denoted by “*”.

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The “Percentage” payment scheme keeps track of the percentage of assessments completed for the selected assessment schedule(s).

To set this scheme, create a name and select “Percentage” when creating a new payment scheme.

The next form will establish the Level Name, Amount (in dollars), and Percentage.

• Level Name - will appear as text in this payment schedule.

• Amount (in dollars) - used to define the amount of credit the participant will earn for completing a certain percentage of surveys

• Percentage - used to define requirements for the minimum percentage of surveys that need to be completed for a specific level of payment

To add Levels, click “Add a Row” and fill in required fields denoted by “*”.

The next form will provide a list of schedules within Stages. To attach this payment scheme, check the box next to the schedule(s) you want to use. After selecting the schedule(s), click “Done.”

Created payment schemes will appear in the payments tab. Schemes can be deleted by clicking on the red delete icon button next to the scheme.

Payment progress can be viewed in the app for completed assessments by following these steps: 1) creating a question with the “Payment Log” question type, 2) creating an assessment (or adding the question type to an already created assessment), and 3) creating a self-initiated schedule so that it will appear on the participant’s device.

After creating the payment scheme, create a new question by clicking on “+ Add a New Question.”

Fill in the variable name, select “PaymentLog” for the question type, then continue to the second section of the form.

Select the percent participation payment log type and click “Done.”

Once the question has been created, an assessment will need to be created.

To create a new assessment, click “+ Add New Assessment.”

Complete the required fields and click “Next.”

After confirming, the next section of form will allow you to add the assessment question called “PaymentProgress” to this assessment. To select this question, click the dropdown and a list of questions that have been created will appear. After selecting the question, click the “Done” button to ensure the question saved.

After adding the question, click “Save” to create the assessment.

The newly created assessment will appear in the list of created assessments.

After creating the assessment, a component needs to be created within a stage.

To get started, click on the add component icon.

A dialog box will appear with fields that need to be completed, select participant initiated. This will create a button on the app home screen. Select the assessment previously created named “Payment Log Example” and select groups that should receive the participant initiated assessment.

When you click “Next,” a confirmation dialog box will appear. Select “Yes” to save and continue.

The next section allows an assessment to prompt or be available on any selected days. Clicking on the blank field for “Days of the week” will populate a list of days that can be selected. In this example, the payment log can only be viewed Monday through Friday.

A shortcut to selecting all days, selecting all weekdays, or selecting only weekends can be utilized by clicking on “Actions.”

Maximum daily attempts are the number of times a participant can view/access the assessment. Interval total attempts are the total number of attempts an assessment can be viewed/accessed per stage. For this example, the payment log can be viewed a total of ten times in the participant’s current stage.

After completing the scheduling details, the newly created component will appear under the stage it was created.

Clicking “+“ expands, showing schedule details such as days of the week, maximum daily attempts, and maximum total attempts.

To make any edits, simply click on the edit icon for the specific schedule you would like to edit.