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| {{Work in progress}}
| | #redirect [[:en:Badges]] |
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| ==Background==
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| This document describes how to use [[openbadges]] feature developed by [http://www.totaralms.com/ TotaraLMS].
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| If you would like to give us any feedback, please use this [https://moodle.org/mod/forum/discuss.php?d=197834 openbadges forum], or email to [mailto:yuliya.bozhko@totaralms.com Yuliya Bozhko].
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| ==Using Open Badges Feature==
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| To begin with, there are two categories of badges:
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| * Site badges - available to users site-wide and related to the site wide activities, like finishing a set of courses.
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| * Course badges - available to users enrolled in the course and related to the activities that happen inside of this course.
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| There are not many differences between these badge types. Depending on a badge type, it is calculated what kind of criteria can be attached to a badge and where they can be found in navigation menu.
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| ===Badges administration===
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| Site administrators and users with capability "moodle/badges:manageglobalsettings" can set up general settings for badges such as default issuer name, url, contacts, and enable course badges or external backpack connections. These settings are used to populate relevant fields of a new badge form and can be changed by a badge creator if necessary.
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| [[File:0_settings.png]]
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| ===Creating badges===
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| Badges can be created by users with capability "moodle/badges:createbadge". By default, this capability is set for '''manager''', '''course creator''', and '''editing teacher''' roles.
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| [[File:1_newbadge.png]]
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| After a badge has been created, users can check its details on overview page.
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| [[File:2_created.png]]
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| ===Managing badges===
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| On "Manage badges" page in course or site administration, 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.
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| [[File:8_management.png]]
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| Depending on user role and permissions, the following actions are available in badge management:
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| [[File:9_actions.png]]
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| '''Note''': Availability of activate and deactivate actions depends on the current status of a badge (e.g. if a badge is active, users will see deactivate action icon).
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| 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.
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| 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.
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| [[File:3_select-criteria.png]]
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| 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.
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| [[File:4_add-manual.png]]
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| After criterion is set and added, it will be displayed among current badge criteria.
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| [[File:5_added-manual.png]]
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| To edit a body and subject of a message which users get upon earning the badge, go to "Message" tab.
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| Among additional options here are "Attach badge to message" which allows adding an image file to an email and "Notify badge creator" which sends a notification to a badge creator when badge is awarded (this option is available in course badges only).
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| [[File:6_message.png]]
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| "Award" tab displays a list of users who have already earned this badges.
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| ===Earning badges===
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| 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, it first needs to be activated by a badge creator/administrator on a badge overview page or "Manage badges" page (as shown on the picture).
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| '''Only active badges are available to users and can be earned!'''
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| [[File:7 activate.png]]
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| Normally, badges are awarded to users automatically based on their actions in the system. 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 completed all necessary requirements, they are issued a badge and sent an email notification.
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| [[File:11_email.png||border]]
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| 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.
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| [[File:10_award.png]]
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| ===Displaying badges===
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| Newly earned badges are added to a private user badge collection which can be managed on "My badges" page from "My profile" options menu. On "My badges" page users can view all earned badges and their details, download these badges, manage their visibility on user profile, and perform search through the badges. If a badge has expired, "Expired" indicator will be added to a badge image. Such badges are still displayed on a user profile page.
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| If external backpack connections are enabled on the web site, there will also be option related to external badges management.
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| [[File:13_mybadges.png]]
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| All badges earned by a user can be displayed on their profile page.
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| [[File:12_profile.png]]
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| When users click on a badge, they are redirected to a page with issued badge details. On this page, badge owners can download an image file or send it directly to their Mozilla backpack (if external backpacks are enabled in site global settings).
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| [[File:15_issued.png]]
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| Another option for users to see their latest badges is "My badges" block that can be added to such pages as "My Home" page. Block can be configured to display a certain number of badges (it displays 10 badges by default).
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| ===Connecting external backpack===
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