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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 Advanced features via the Site administration menu

Adding a site badge

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

  1. From the Site Administration 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.

Add a new site badge

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.
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 100x100px. Images must be .jpg or .png files. Note that the badge title is displayed next to the badge, so you do not need to include the title in the badge image. If you need to include text on a badge image, ensure that it is large with good colour contrast.
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.

Site 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.

Example course badge adding criteria

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.

Badge message

To change the default badge message notification type go to Plugins > Message outputs > Default message outputs under the Site administration menu. 

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

On this page

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

Provide feedback about this page using the link in the bottom right of this page. 

Still have questions? Why not post them in the forums of the Totara Community?


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