HOW TO MANAGE A BADGE

To manage a badge , if you are not already viewing it (e.g. if you have just added it and just saved the details), you can do so in two ways, either by

(1) clicking on the "Edit" button of the specific badge in the dashboard, or
(2) via the "Manage All Badges" page.

EDIT BUTTON ON THE DASHBOARD
MANAGE ALL BADGES PAGE

METHOD 1. Click on the "EDIT" button (first from the top next to the badge image) located in the dashboard:

METHOD 2 . Click on the "Manage All badges" button located in the dashboard:

A table with all the badges created will appear: in the "Actions" column click on the relevant gear icon to access editing.

NB: If the badge has previously been enabled, it must be disabled in order to edit it. Once a badge has been awarded it is not possible to edit it.

First of all, you have to set the criteria, meaning you have to decide who and how they will be enabled to issue certificates. In case you have not already done so, a banner will warn you of the need to set the criteria .

After you have accessed editing (see " Managing a badge " above), select the "Criteria" tab to decide who and how they will be enabled to issue the selected badge.

To maually issue the newly created badge, choose "Manual Issue" from the drop-down menu, and then select "Manager".

In the section "The criterion is complete when..." leave the option "Any of the selected roles awards the badge" ticked, then add a description of the criterion for awarding the badge if you consider it necessary (non-compulsory field)

Click on the "Save changes" button to confirm your settings.

NB: Once a badge has been awarded the criteria cannot be changed.

It is possible to create a message that will be delivered as an email to the badge recipient.

Select the "Message" tab and customize the default message or leave it as is.

You can use the following variables and links in your message:

%badgename% : this will be replaced by the full name of the badge
%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.
"Manage badges" page : this link redirects to the badge management page for the user receiving the message.

Check the "Attach badge to message" box to allow the recipient to download it directly from the email, then "Save changes".

Select "Notify badge creator" and select the frequency of the notification to generate an alert every time the badge is earned.

You can add third-party endorsements to badges 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.

Select the "Endorsement" tab: when adding a badge endorsement you can configure the following setting options:

Setting	Description	Notes
Issuer details
Name	The name of the third party providing the endorsement.	-
Email	A contact email address for the third party providing the endorsement.	-
Issuer URL	A 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 URL	The claim URL should be a link to a post in which the third party organisation endorses the badge.	-
Endorsement comment	This 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.

Badges with a connection may be marked as related. For example, badges with the same criteria which are displayed in different languages may be marked as related.

Select the "Related badges" tab, then click on the badges you wish to relate (multiple options are allowed, "ctrl+click" to select multiple badges)

You can add external skills or standards, which the badge is aligned with.

Select the "Alignments" tab: when adding a badge alignment you can configure the following setting options:

Setting	Description	Notes
Name	The external skill or standard wich the badge is aligned with.	-
URL	A link to a page describing the external skill or standard.	The URL or URI provided must be accessible via HTTP.
Framework	The name of external skill or standard framework	This field is optional.
Code	A unique string identifier for referencing the external skill or standard within its framework.	This field is optional.
Description	This field can be used to add an additional description project management training.'	This field is optional.

Once you have created a badge and added details, criteria and possibly endorsements and alignments, you need to enable it to make it accessible.

There are two ways to do this: either by

(1) clicking on the "Edit" button of the specific badge in the dashboard, or
(2) via the "Manage All Badges" page.

EDIT BUTTON ON THE DASHBOARD
MANAGE ALL BADGES PAGE

METHOD 1. If you are not currently viewing or editing the badge (in which case the "enable banner" is visible if the badge is not currently active), you can locate the badges to be enabled directly from the dashboard.

As you can see from the picture below, the "Italymobility- Internship in Technical Design" badge has no "Award" button (see also the " INACTIVE " warning in red below the name of the badge).

Click on the "Edit" button (first from the top next to the badge image), then click on the "Enable access" button in the banner to allow the badge to be issued.

A pop-up window will inform you of the consequences of enabling the badge and ask for a final confirmation.

METHOD 2. Click on the "Manage All badges" button located in the dashboard

A table with all the badges created will appear: in the "Actions" column click on the crossed-out eye icon next to the badge you want to enable, then click "Continue" on the confirmation window.

The badge will now be enabled and display an open eye icon alongside it.