Issuing a badge

Organising and searching for badges to issue

The issuer can sort badges according to the last modification time or by title, or s/he can insert a search word into the filter field. An issuer can search by existing categories. The categories displayed are those that were created and to which badges were assigned when they were created (Creator tools). Note! An issuer cannot add/remove badge categories.

Shared badges: If the organisation has received badges from a partner that can be used for issuing (and the organisation has approved them), the badges can be searched when the Show shared badges only box is checked.

Issue a badge

1. Preview badge

Here the issuer can see how the badge appears to the recipient. If the organisation has sub-organisations in use, this is when the desired sub-organisation is chosen from the dropdown menu.

The instructions provided to issuers can also be viewed/checked here, by clicking on the 'Insctructions for issuers' link.

2. Set badge details

Here the issuer can define when the badge is issued and when it expires if a certain validity period needs to be defined. The issuer can view the criteria page composed by the creator by clicking the Criteria preview link at the bottom of the page.

The issuer can add text to the criteria page if needed, and this text will be visible in the Criteria addendum field, under the text added by the creator. This text can be some specific piece of information, relating to, for example, the issuing event. An example: If the badge is issued in connection with a certain training, the issuer can describe in detail what was done or what kind of learning/skills was verified on the course. The Criteria addendum field is optional.

3. Select recipients

At this stage, the issuer fills in the recipient list in the E-mail addresses (one per line) field, or loads a list by clicking **Pick a recipient list’’ button. Insert one e-mail address per line.

4. Edit e-mail message

Here the issuer can modify the subject of the message sent to the recipients and the message itself (E-mail message body). An E-mail message footer can also be added where the issuer can insert additional information, for example, instructions. The issuer can also edit the text regarding the link that will be shown in the message (Link text).

The message can be previewed at the bottom of the page by clicking the E-mail preview link.

Depending on the practices of the organisation, the creator of the badge may have added a message when creating the badge, or the message field is empty and the issuer inserts the message when issuing the badge.

5. Confirm & issue

The issuer sees a summary about the badge which is being issued. For reporting purposes, s/he can insert an Event name.

NB! If it’s a test badge and the organisation doesn’t want it to show up in reports, the issuer can tick the box for Hide from reports. This way the issuing event won’t be visible in reports.

When everything is in order, the issuer clicks the Issue badge button after which the system generates the badges for the earners and sends them a message. Issuing can take place if a message has been inserted (step 4) and at least one recipient has been defined (step 3).