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Open Badges can be created by users with the capability badges:createbadge at the site and/or course context. By default, this capability is included in the Site Administrator, Site Manager, Course Creator and Editing Trainer roles.

Badges can be added and awarded at either the site or course level. Adding a site or course badge is a similar process, however the criteria available for awarding the badge differ.

In order to add a new badge, Badges must be enabled via Configure features in the quick-access menu. 

Adding a site badge

Site Administrators and Site Managers can add a site badge by following the below steps:

  1. From the quick-access menu navigate to Badges.
  2. Select the Add a new badge button.
  3. Complete the Badge Details
  4. Click Create badge to add your new badge or Cancel to return to the previous page.
  5. The site-level badge Criteria and Message options can now be configured.

Adding a new badge on the Manage badges screen.

Badge details

SettingDescriptionNotes
Badge details
Name

The name or title of the badge.

This badge name will be shown when the badge is displayed within the site or on any external site.
Version

The version of the badge.

If you have multiple related badges or versions of a badge you can use this field to keep track of its development. You can add related badges on the Related badges tab.
LanguageThe language the badge is issued in.Use this field if you are issuing multiple versions of the badge in different languages.
Description

A short description of the badge. This might include the purpose or reason for the badge and how an individual can earn the badge.

This field only supports plain text content in order to remain compliant with the Mozilla Open Badges standard.
Image

The image used when this badge is displayed.

The image will be cropped to a square and resized to match badge image requirements and must be a .jpg or .png file.
Image author's name / email / URLThese three fields can be used to include details for the author of the badge image.These fields are optional, but should be used when you need to give credit for the badge image used.
Image captionA brief caption describing the image or providing additional information.You can use an image caption to make your badges more accessible.
Issuer details
Name

The name of the individual, group or organisation issuing the badge.

-
ContactA contact email address for any questions relating to the badge.This field is optional.

Badge expiry

Expiry date

Select the required badge expiry option.  Choose from:

  • Never: The badge will always remain valid
  • Fixed date: The badge will expire on the date entered
  • Relative date: Set the badge to expire a set number of seconds, minutes, hours, days or weeks after it has been issued (e.g. 52 weeks)
-

Site badge criteria

Site-level badges can be issued based on one, or a combination of, criteria.

CriteriaDescriptionNotes
Manual issue by role

Select which system level roles can manually award the badge to specific users. 

Choose from Any or All of the selected roles.

Badges are awarded via the Recipients tab within the Manage Badges area.

This criteria is typically used where badges are recognising behaviours outside of the system or soft skills demonstrated across different areas of the site.

Please see Roles for more information on system level (context) roles.

Completing a set of courses

Select one or several courses which must be completed in order to earn the badge.Use Ctrl+select to select multiple courses.
Profile completionSelect which profile field(s) must be populated for the badge to be awarded.Standard and Custom profile fields may be used.
Audience membershipSelect which audience(s) a user must belong to, in order to be awarded the badge.Please see Audiences for more information.
Program completionSelect which program(s) and/or certification(s) a user must complete in order to be awarded the badge.Please see Programs and certifications for more information.

Setting badge criteria.

In order to be able to award a site badge based on completing one or more courses, completion tracking needs to be enabled in the site and relevant courses. In each course, activity completion must be set for the chosen activities, which must be then checked in the course completion settings.

Adding a course badge

Site Administrators, Site Managers, Course Creators and Editing Trainers can add a course badge by following the below steps:

  1. From the Course Administration menu navigate to Badges > Add a new badge.
  2. Complete the Badge Details
  3. Click Create badge to add your new badge or Cancel to return to the previous page.
  4. The course level badge Criteria and Message options can now be configured.

Course badge criteria 

Course-level badges can be issued based on one or a combination of criteria.

CriteriaDescriptionNotes
Manual issue by role

Select which course level roles can manually award the badge to specific users. 

Choose from Any or All of the selected roles.

Badges are awarded via the Recipients tab within the Manage Badges area.

This criteria is typically used where badges are recognising behaviours outside of the course or soft skills demonstrated within the course environment.

Please see Roles for more information on system level (context) roles.

Course completion

Enter a minimum grade or complete by date which must be met by a user in order to earn the badge.

Add a Description of the criterion/criteria to provide more information on how the badge was earned.

Activity completionSelect which activity(s) must be completed for the badge to be awarded.

Choose from Any or All of the selected activities.

Add a Description of the criterion/criteria to provide more information on how the badge was earned.

For badges to be awarded based on completion of courses Completion tracking must be enabled in the site and the courses.


Badge messages

When adding a badge at the site or course level, the notification sent to all users who earn the badge, may be customised using the HTML editor provided.

To edit the default notification, open the Messages tab and complete the following steps:

  1. Edit the default Message subject and Message body.
  2. Select Attach badge to message to attach the badge to the recipient's email for download.
  3. Select Notify badge creator and select the frequency of the notification to generate an alert every time the badge is earned.
  4. Select Save changes.

The following variables can be included in the Message subject:

  • %badgename% : This will be replaced by the badge's full name.
  • %username% : This will be replaced by the recipient's full name.
  • %badgelink% : This will be replaced by the public URL with information about the issued badge.

Badge messages are sent from the primary Site Administrator for site badges and from the primary trainer for course badges.

Editing the badge message.

To change the default badge message notification type go to Plugins > Message outputs > Default message outputs under the quick-access menu. 

Endorsement

As of Totara 13 the Open Badges 2.0 specification is supported, meaning you can add third-party endorsements to badges. Endorsement is used to indicate that a third party approves of the badge and is satisfied that the badge is a good representation of the achievements it describes. Essentially this gives your badges additional credibility as they are backed by a trusted organisation.

Here you will add the endorsing party's details.

Badge endorsement tab.

SettingDescriptionNotes
Issuer details
Name

The name of the third party providing the endorsement.

-
EmailA contact email address for the third party providing the endorsement.-
Issuer URLA home page or social media profile for the third party providing the endorsement.The URL or URI provided must be accessible via HTTP.
Date issued

The date the endorsement was provided.

-
Claim
Claim URLThe claim URL should be link to a post in which the third party organisation endorses the badge.-
Endorsement commentThis field can be used to add an additional comment from the third party about the badge. For example: 'The badge and its associated learning materials are fantastic examples of Scrum project management training.'This field is optional.

Related badges

The Open Badges 2.0 specification also allows you to add related badges to a badge. You can use this feature to keep track of different versions of your badges, such as the same badge in multiple languages or updated versions of older badges.

All related badges for the current badge are displayed in a list on the Related badges tab with their NameVersionLanguage and badge Type.

To add related badges to the currently selected badge follow these steps:

  1. Go to the Related badges tab.
  2. Click Add related badge.
  3. Select the badge from the list, then click Save changes.

You can remove a related badge by selected the delete icon.

Related badges tab.

Enabling access to the badge 

Once all mandatory badge details and the badge criteria have been set, choose Enable access to begin awarding the badge to users.

Enabling a badge will update the badge status. The status of a badge determines its behaviour in the system:

  • Available: The badge can be earned by users. While a badge is available to users, its criteria cannot be modified.
  • Not available: The badge is not available to users and cannot be earned or manually issued. If the badge has never been issued, its criteria can be changed.

Once a badge has been issued to at least one user, it automatically becomes Locked. Locked badges can still be earned by users, but the badge criteria can not be changed.

Enable access to a badge.

Totara Academy

The Totara Academy has a whole course dedicated to using Open badges in Totara. Here you can learn more on how to use the open badges, see best practice, and give it a go yourself.

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