Managing badges: Difference between revisions

Latest revision as of 08:45, 7 October 2023

Badges may be managed at the course or site level. (Note that teachers in a course cannot by default access site badges unless they have been given a system role with badge managing capabilities) For information on adding course or site badges, see Using badges. Individual users can manage their badges from their profile.

Managing course badges

If course badges have been enabled by the administrator then a teacher will see a Badges section from Course navigation > More (Boost theme) or from Badges in the course administration block (non-Boost themes).
New badges may be added by clicking the 'Add a new badge' button, while clicking the name of an existing badge allows you to view its details and make changes if it is not enabled.

The Managing badges screen

When the initial details have been added and the badge uploaded, clicking to continue leads to the screen where the criteria must be set along with extra information.

The badge must only be enabled once all necessary settings have been added.

Badge information

Support for Open Badges 2.0 means badges may now include language and version, image author details (in the initial set up) and Endorsements, Related badges and Competencies.

Useful information

Fields which are not completed (such as Endorsements. Related badges etc.) will not be shown on the badge page.
Versions of badges make it easy to keep track of badges over a period of time or badges at different levels or languages.
Endorsements are third party accreditations (official or unofficial) such as from an external body or the management of an institution, adding value to a badge by giving it their approval.
Related badges are badges which are linked in some way to the badge being awarded, for example on a similar topic or one of several levels (beginner, intermediate, advanced). They are shown as text only, not hyperlinks.

Moodle competencies may now be used as criteria for awarding badges.

Managing site badges

Badges are enabled by default in Site administration / Advanced features and can be managed from Site administration / Badges / Manage badges.

Criteria for awarding site badges are as follows:

Uploading a profile picture, as part of the profile completion criteria
To denote cohort membership
Dependent on previously awarded site badges (course badges can't be used)
Based on competencies

All existing badges are displayed in a table showing current badge image, name, status, criteria, how many users have already earned this badge and a set of available actions.

Other settings are the same as for course badges. Badges which have manual award among their criteria can be issued by one user to another. Users who issue a badge must have "moodle/badges:awardbadge" capability. Site administrators can choose their role when issuing a badge.

Deleting badges

Once a badge has been awarded, there are two options for deleting it, available by clicking the X icon for the badge in question from the Manage badges screen for site or course badges.

Delete, but keep existing issued badges -if this option is chosen, then the badge will no longer be available but students who have earned the badge will still have it displayed on their profiles.
Delete and remove all existing issued badges - if this option is chosen, then the badge will no longer be available and students who earned the badge will no longer have it displayed on their profiles.

Note: Even though the badge is deleted from Moodle, if a student has added it to an external backpack, it will still be visible online, although the award criteria will no longer be available.

Individual user badge management

Users may manage their site and external badges by clicking on the user menu top right > Preferences > Badges > Manage badges. From here, they can view, search for and download badges.

Example of a badges screen

This then displays "badges" in the profile.

In Preferences > Badges > Badge preferences users can decide whether to automatically display all badges earned.

@@ Line 1: / Line 1: @@
 {{Badges}}
-Badges may be managed at the course or site level. (Note that teachers in a course cannot by default access site badges unless they have been given a system role with badge managing capabilities)
+Badges may be managed at the course or site level. (Note that teachers in a course cannot by default access site badges unless they have been given a system role with badge managing capabilities) For information on adding course or site badges, see [[Using badges]]. Individual users can manage their badges from their profile.
-==Managing course badges==
+== Managing course badges==
-*If course badges have been enabled in ''Settings>Site administration>Badges>Badges settings'', then a teacher will see a link Settings>Course administration>Badges>Managing badges. This will show a list of badges created and available for allocation, along with actions which may be performed on them:
-[[File:Managingcoursebadges.png]]
-**Badge status: Badges may be made available or not by enabling or disabling with the "eye" icon or enable/disable button
+*If course badges have been enabled by the administrator then a teacher will see a Badges section from Course navigation > More (Boost theme) or from Badges in the course administration block (non-Boost themes).
-**Criteria : This shows how the badge is awarded
+*New badges may be added by clicking the 'Add a new badge' button, while clicking the name of an existing badge allows you to view its details and make changes ''if it is not enabled''.
-**Recipients: This shows the number of users awarded the badge
-**Actions
-==Managing site badges==
+[[File:BadgesManagementScreen.png|thumb|600px|center| The Managing badges screen]]
-*Badges should be enabled by default in Settings>Site administration>Advanced features and can be managed from Settings>Site administration>Badges>Manage badges.
-*All existing badges are displayed in a table showing current badge image, name, status, criteria, how many users have already earned this badge and a set of available actions.
+When the initial details have been added and the badge uploaded, clicking to continue leads to the screen where the criteria must be set along with extra information.
-{|
-|[[File:Managing badges.png|thumb|The Manage badges screen for site admins]]
-|}
-Depending on user role and permissions, the following actions are available in badge management:
+The badge must only be enabled once all necessary settings have been added.
-[[File:Badge actions.png]]
+[[File:36badgecriteria.png|thumb|center|600px|Badge information]]
-'''Note''': Availability of enable and disable access actions depends on the current status of a badge (e.g. if a badge is available to users, "disable access" icon will be shown).
+Support for Open Badges 2.0 means badges may now include language and version, image author details (in the initial set up) and Endorsements, Related badges and Competencies.
-Before a badge has been issued to at least one user, all its details and settings can be edited. Use "Edit badge" action icon to access badge editing options.
+==Useful information==
+*Fields which are not completed (such as Endorsements. Related badges etc.) will not be shown on the badge page.
+*Versions of badges make it easy to keep track of badges over a period of time or badges at different levels or languages.
+*Endorsements are third party accreditations (official or unofficial) such as from an external body or the management of an institution, adding value to a badge by giving it their approval.
+*Related badges are badges which are linked in some way to the badge being awarded, for example on a similar topic or one of several levels (beginner, intermediate, advanced). They are shown as text only, not hyperlinks.
-To set up badge criteria, navigate to "Criteria" tab and select a required option. Criteria are added one at a time with additional options available for each criteria.
+*Moodle competencies may now be used as criteria for awarding badges.
-[[File:Badge criteria.png||border]]
+==Managing site badges==
-For example, when a user selects "Manual issue by a role" requirement, they will be prompted to select which roles can award the badge and what rules apply to this requirement.
+Badges are enabled by default in ''Site administration / Advanced features'' and can be managed from ''Site administration / Badges / Manage badges.''
-[[File:Badge add criterion.png]]
+Criteria for awarding site badges are as follows:
-After criterion is set and added, it will be displayed among current badge criteria.
+[[File:37BadgesCriteriaSmall.png|thumb|400px|center]]
-[[File:Badge_criteria2.png||border]]
+* Uploading a profile picture, as part of the profile completion criteria
+* To denote cohort membership
+* Dependent on previously awarded site badges (course badges can't be used)
+* Based on competencies
-To edit a body and subject of a message which users get upon earning the badge, go to "Message" tab.
+All existing badges are displayed in a table showing current badge image, name, status, criteria, how many users have already earned this badge and a set of available actions.
-Among additional options here are "Attach badge to message" which allows adding an image file to an email and "Notify badge creator" selector which allows to set frequency of notifications sent to badge creator when this badge is issued to users.
+Other settings are the same as for course badges. Badges which have manual award among their criteria can be issued by one user to another. Users who issue a badge must have "moodle/badges:awardbadge" capability. Site administrators can choose their role when issuing a badge.
-[[File:Badge message.png||border]]
+==Deleting badges==
-"Recipients" tab displays a list of users who have already earned this badges.
+[[File:badgedelete.png]]
-[[File:Badge_recipients.png||border]]
+Once a badge has been awarded, there are two options for deleting it, available by clicking the X icon for the badge in question from the Manage badges screen for site or course badges.
+#Delete, but keep existing issued badges -if this option is chosen, then the badge will no longer be available but students who have earned the badge will still have it displayed on their profiles.
+#Delete and remove all existing issued badges - if this option is chosen, then the badge will no longer be available and students who earned the  badge will no longer have it displayed on their profiles.
-===Earning badges===
+[[File:deletingbadges.png]]
-*Once all criteria are set and badge creator is happy with badge details and settings, site users can start earning it. For users to be able to earn a badge, a badge creator/administrator needs to enable access to this badge on a badge overview page or "Manage badges" page (as shown on the picture).
+''Note: Even though the badge is deleted from Moodle, if a student has added it to an external backpack, it will still be visible online, although the award criteria will no longer be available.
+''
-*Normally badges are awarded to users automatically based on their actions in the system. The completion criteria of an active badge are re-calculated every time an event such as completion of a course or activity, or updating user profile happens. If a user has completed all necessary requirements they are issued a badge and sent an email notification.
+==Individual user badge management==
+Users may manage their site and external badges by clicking on the user menu top right > ''Preferences > Badges > Manage badges''. From here, they can view, search for and download badges.
-'''Only badges with enabled access are available to users and can be earned!'''
 {|
-|[[File:Badge enable access.png|thumb|Enabling badge access]]
+|[[File:BadgesDisplay.png|thumb|Example of a badges screen]]
-|[[File:Earning a badge.png|thumb|Earning a badge]]
+|}
-|}}
+This then displays "badges" in the profile.
-Badges that have manual award among their criteria can be issued by one user to another. Users who issue a badge must have "moodle/badges:awardbadge" capability. Site administrators can choose their role when issuing a badge.
-[[File:Badge_recipients2.png]]
+In  ''Preferences > Badges > Badge preferences'' users can decide whether to automatically display all badges earned.
-'''Important Note''': Currently once a badge has been issued it cannot be revoked. So make sure that you are giving a badge to the correct users.
+[[de:Badges verwalten]]
+[[ja:バッジを管理する]]
+[[es:Gestionando insignias]]

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