ClearCompany Learning: Ranks and Badges

Social Ranks and Badges allow Learning admin users to set up different gamification and engagement tools within the Learning platform. In this article, we dive into the different engagement tools available and how to create and manage them.

In this article:
Ranks and Badges Overview
Creating a Badge
Creating a Rank
Set Points
F.A.Q.

Ranks and Badges Overview

The Social Ranks and Badges feature has 3 options:

| Badge | Ranks | Set Points

Badges: Badges are icon visuals that appear in the user's profile and front end to display the user's accomplishments. The learning platform provides the following default badges and admin users can create and customize badges.

1. Critic (Level 1, Level 2, Level 3)
2. Community Contributor
3. Stay Organized
4. Completionist (Level 1, Level 2, Level 3)
5. Mentor
6. Student
7. Active User
   

Ranking: Ranks allow admin users to create and edit ranks in the learning platform. The default ranks in the learning platform are:

1. Novice (50 Points)
2. Learner (100 Points)
3. Scholar (200 Points)
4. Master (500 Points)
   

Set Points: Users earn points when they complete a training or an action. Point values for each action can be edited and created. Once enabled points will apply to users immediately, and determine the leaderboard rankings. See below for the actions users can set points for.

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Creating a Badge

Creating a New Badge Conditions Users

1. Click Create New Badge. Admin users have an option to "Activate All Defaults" - which would enable the default badges in the system.
   
2. Fill out the fields below:
   • Name: Name of the badge.
   • Status-
     • Active: Users will earn the badge.
     • Inactive: Users cannot earn the badge.
   • Release Date: When the badge should be active for users.
   • Expiration Date: The date when the badge can no longer be earned.
   • Send Email: Users can choose to send an email when the badge is earned. Users who earn the badge will see a pop-up message.
   • Badge Icon: The badge visual, the learning platform has default icons available.
   • Upload Your Own Icon: Users have the option to upload their own icon images.
     • Image Formats accepted are; jpg, jpeg, gif, png, and bmp.
     • 300x300px is the recommended icon size.
3. Click Continue.
   

After clicking continue, the Conditions tab will appear, and users can set the conditions for earning the badge.

1. Action User Must Perform
2. Number of Times User Must Perform Action
3. Time Frame in Days
4. Maximum Actions Per Day
5. Existing Conditions

The Users tab allows admin users to monitor who has earned the badge and also manually add a user who has already completed the actions.

When adding a user:

• The badge is added to the user's profile.
• When emails have been enabled for the badge, one will be sent out.
• When the user next logs in, they will receive the popup that notifies them they have earned the badge.

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Creating a Ranking

The Ranking tab allows users to create new ranks and edit existing ranks. When creating rankings users set the number of points needed to get to the rank.

Create a Ranking

From the Ranking tab

1. Click Create New Rank. Admin users have an option to "Activate All Defaults" - which would enable the default badges in the system.
2. Fill out the fields below:
   • Name
   • Required Points
   • Status
   • Send Email
3. Save

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Set Points

Points & Actions

Set Points allow admin users to set values for what actions are worth in the system.  When point values are set, the points will apply to Users immediately, and determine where a User stands in the leaderboard gadget. Users have the actions of Users and Admin Users they can customize points for. See below for the actions.

User Actions

• Added an external bookmark
• Archived a message
• Bookmarked an Object
• Canceled the quiz [object]
• Commented on an evaluation step for [object]
• commented on [object]: [comment_text]
• Completed a course section
• completed [object]
• Downloaded a completion transcript
• Downloaded completion certificate for [object]
• Viewed profile for [group]
• edited a post in [thread]
• Edited their profile
• Failed a quiz
• Inserted a user record
• liked a post in [thread]
• Logged In
• Passed a quiz
• posted to [thread]
• rated [object] [number] stars
• Recommended an object
• Registered for an account
• Registered for an object
• Signed off on an evaluation step for [object]
• Viewed profile for [user]
• Started a course section
• started [object]
• Un-Bookmarked an Object
• Unregistered from an object
• Updated a notification setting
• Updated "Subjects I'm Interested In"
• Updated their avatar photo
• Updated their banner image
• Uploaded a file to an evaluation step for [object]
• Uploaded a private user file
• Uploaded a user file
• Was added to the wait list for [object]

Administration Actions

Achieved a level Added a grouping condition Added a user to an assignment batch Added A Schedule To Multi-session Class Event Changed A User's Primary Group Created a badge Created a coupon Created a Faculty Created a group gadget Created a new bad word Created a Reminder Created a role Created a Tag Created a user aux field Created an Object Author Created a Report Object LABEL[LOG_created LABEL[LOG_created _a_succession_ plan_step] Created a Track Element Deleted A Course Section Media Deleted A Course Step Deleted a Form Question Deleted a Form Section Deleted a Group Label Deleted A Group Type Deleted a Reminder Deleted a Report Deleted a Report User Deleted A Role Right Deleted a Track Deleted a Track Element Deleted an Email Template Deleted an Object Author Deleted an Object Share Deleted Object Access Edited a group aux field Edited a group aux field choice Edited a user aux field choice Edited An Object Exported an analytics report Failed a SCORM Import Inactivated [user] Initialized Salesforce Gadget Created a Tag Created a user aux field Created an Object Author Created an Object Step Deleted a class reminder Deleted a Faculty Deleted a group aux field Deleted a Link Deleted a Report Column Deleted a Series Deleted a user aux field Deleted an Object Aux Field deleted a post Edited A Grouping Edited an Object Aux Field Force registered a user for a class Logged completions Marked a user for deletion Declined Privacy Notice [privacy_notice_name] Ran an export report Removed a grouping from an assignment batch Removed an object from an assignment batch Shared an Object Turned off the ecommerce option module [module_name] Unexcluded a user from an assignment batch Updated a class reminder Updated a custom page Updated a Form Question Updated a Group Label Updated a peripheral Updated a role Updated a Tag Updated an Assignment Batch Updated a Track Updated an Email Template Updated an object prerequisite Updated instance management for an object Uploaded a SCORM file Updated a Bad Word Updated a coupon Updated a Faculty Updated a goal Updated A Group Type Updated a rank Activated A Multi-session Class Event Activated [user] Added a group to an assignment batch Added an Object to a Series Added Object Access Adjusted points for [user] Cloned a custom report Created a class reminder Created a Class Schedule Event Created a Group Type Created A Grouping Created a help page Created a peripheral Created a privacy notice Created a rank Created a Related Object Created An Object Created an object prerequisite Deactivated an Assignment Batch Managed a notification setting Accepted Privacy Notice [privacy_notice_name] Ran a static report Removed a grouping condition Removed an Object from a Series Reset User Assignment Dates Transferred [number] credits to [user] Undid user deletion Updated a bulk import schedule Updated A Course Section Media Updated a Form Answer Updated a group gadget Updated a Link Updated a Reminder LABEL[LOG_updated_a_ succession_plan_step] Updated A User Updated an Object Assignment Updated an Object Share Updated notification subscriptions

Acknowledged an order Added a grouping to an assignment batch Added a question to a quiz Added a theme to a group Added A User Group Role Added an answer to a question Added an object to an assignment batch LABEL[LOG_added_ succession_to_batch] Approved a pre-approval request Approved a user record Charged an order Completed a challenge Completed the goal [goal_name] Created a bulk import schedule Created a completion transcript Created A Course Created A Course Step Created a custom page Created a facility Created a Form Section Created a goal Created A Group Created a group aux field choice Created a Group Label Created a Report user Created A User Created an Email Template Created an Object Editor Created A Multi-session Class Event Logged In with SSO Declined Access Policy Ran a debug report Removed a group from an assignment batch Removed A User Group Role Resent assignment emails Tagged an Object Turned on the ecommerce option module [module_name] Updated a badge Updated A Course Updated a form Updated A Group Updated a help page Updated a Related Object LABEL[LOG_updated _a_succession_plan _sort_order] Updated a Track Element Updated an integration mapping Updated An Object Schedule Item Updated the LMS Email Engine Domain Created a Report Column Created a role right Created a tag type Created a user aux field choice Created an Object Aux Field created a category Deleted a comment Deleted a Form Deleted a group aux field choice Deleted a Message Send Deleted a Report Group LABEL[LOG_deleted_a_ succession_plan_step] Deleted a user file Deleted an Object Aux Field Choice Denied a pre-approval request Edited a theme Edited an Object Aux Field Choice Imported a SCORM Course logged in as [user] Merged two user accounts Pushed a custom dashboard Refunded an order Removed a theme from a group Removed A Schedule From Multi-session Class Event Skipped a course section Turned off the option module [module_name] Untagged an Object Updated a completion transcript Updated a facility Updated a Form Section Updated a group's primary theme Updated a privacy notice Updated a Series Updated a tag type Updated the ecommerce option [option_name] Updated an Object Editor Updated goal progress for a user or group Uploaded a document file Updated an Object Author Updated the option [option_name] Updated stream management Created a Report Group Created a Series Created a theme Created an Assignment Batch Created an Object Aux Field Choice created a forum Deleted A Course Deleted a Form Answer Deleted a group gadget Deleted a Related Object Deleted a Report Object Deleted a Tag Deleted an Assignment Batch Deleted an Object Editor Denied a user record Edited a user aux field Excluded a user from an assignment batch Inactivated A Multi-session Class Event Auto-Expired Accepted Access Policy Ran a custom report Regrandfathered assignment completions Removed a user from an assignment batch LABEL[LOG_removed_ succession_from_batch] skipped [object] Turned off instance management for an object LABEL[LOG_updated_a_ succession_plan]

F.A.Q.

How can users add badges and rank notifications to the front-end dashboard?

Admin users can navigate to Social > Stream Management to confirm the notifications are being displayed on the front end. To learn more check out ClearCompany Learning: Stream Management.

Can the email users receive be customized?

Yes, to customize the email that users receive, navigate to Settings > Email Templates. Search for the following emails:

• User Badge Earned
• User Rank Achieved

To learn more check out: ClearCompany Learning: Email Templates.