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A badge is a named, illustrated award attached to a member’s profile. You define the catalogue once, then badges reach members either because someone gives them out or because Orgo awards them from something the member did: an event attended, a course finished, or every step of a checklist completed. Built for organizations that already recognise members informally (training passed, levels reached, skills signed off) and want that recognition on the member record instead of in a spreadsheet. Replaces the certificates spreadsheet and the “who is first aid certified?” email thread. It is not a qualifications register: a badge has no expiry date and no renewal. Badges need the Gamification module. Turn it on at Settings → Modules → Gamification & Courses → Gamification with Enable Gamification Module. That settings area needs ADMIN_TENANT. The other switches on that screen (categories, checklists, awards, member levels) are listed in Gamification.
Volunteering-hours tracking no longer exists. The Enable hours tracking switch, the Hours number badge field, Add volunteering hours and the automatic award from an hours total were removed, and the volunteering hour logs that members had were deleted with them. A badge that used to have an hours threshold is now an ordinary badge: it stays on every profile that already holds it, but nothing awards it automatically any more. Badge points and point rules are not affected.

Categories and badges

Badges can be grouped into categories, which is optional and controlled by the Enable badge categories switch. A category has only an image and a title. Its job is to keep the award picker usable once you have more badges than fit on a screen. Settings → Modules → Gamification & Courses → Badge Categories Badge Categories list showing the category images and names with an Add badge category button Badges themselves live one level down, at Settings → Modules → Gamification & Courses → Badges. Each row shows the artwork and name, the category when categories are on, and a points pill on badges that have a points threshold. Badges list inside the Gamification and Courses module, each row showing the badge artwork, its name and its type, with an Add badge button Creating, editing, and deleting badges and categories all need ADMIN_TENANT.
Deleting a badge also deletes every award of it from every member. Deleting a category deletes the badges filed under it, and their awards with them. Courses and events that pointed at a deleted badge simply lose the link.

Awarding a badge

By hand

Open the member. There are two places to start:
  • On the Achievements card of the profile, click the + button (Add badge).
  • In the profile’s edit panel, open the Badges tab and click Add badge.
The Add badge window opens, headed with the member’s name. It has two halves. Left half, the list. A Search badges box, category chips with counts when categories are on (All, each category, No category), and every badge in the catalogue sorted into three groups by what this member already has: Right half, the award. It reads Choose a badge from the list until you pick one, then shows: Click Save. A save that fails leaves the window open and reports the error, so an award that does not appear in the table was not quietly dropped. Pending is for work in progress: the member holds the record, and it is counted and filtered separately from completed awards everywhere it appears. Because only Available badges can be picked, this window cannot give a member a second copy of a badge they already hold. To finish a pending award, open it (see Changing or removing an award). Who can award: the Achievements card button and the window itself need HR_LOCAL or HR_ASSISTANT_LOCAL on the member’s local center; the Badges tab button shows for HR_TENANT and for HR_LOCAL on the member’s local center. Awarding is checked again by the server when you save: it needs HR_ASSISTANT_LOCAL over that member’s local center, which HR_LOCAL, FINANCIAL_LOCAL and ADMIN_LOCAL all satisfy, or one of the tenant-wide equivalents. Every award stores who gave it, shown as Offered by in the award’s details and Given by in the centralizer. Nobody is notified when a badge is awarded or removed, so announce the ones that matter yourself.

From an event

An event can award a badge to everyone marked as attending. This needs Enable badge per event on, and the event form’s Gamification section, which is visible to EVENT_TENANT and appears only for organisations that have tiers enabled. In that section, Award badge on event attendance takes the badge. Participants receive it, as Completed, when their attendance is set to Attended. If the attendance is deleted or moved away from attending, the badge is removed again.

From a course

With the Gamification module on, a saved course gains Award badge on completion. Students receive it when their enrollment is marked complete, and the course page then shows the badge as earned. Deleting a completed enrollment removes the badge.

From a checklist

A badge with a checklist can complete itself: when every required step is marked completed, the award becomes Completed. See below.
A member can hold a given badge only once. Every automatic path checks first and skips if the badge is already on the profile, so re-marking attendance will not create duplicates.

Checklists of steps

A checklist turns a badge into a short programme: a list of steps the member works through, with progress recorded step by step. A first aid badge might have “Attend the course”, “Pass the written test”, “Complete the practical”, with the last one optional. Checklists are off by default. Turn them on with Badges with a checklist of steps in Settings → Modules → Gamification & Courses → Gamification. Badges that have no steps keep working exactly as before.

Defining the steps

Open a badge (Settings → Modules → Gamification & Courses → Badges, then edit) and use the Checklist editor at the bottom. Save the badge first, because a new badge has nothing to attach steps to. Defining steps needs ADMIN_TENANT. Removing a step deletes it, unless members have already recorded progress on it. In that case it is archived instead: their history stays readable, and the step no longer counts towards anyone’s progress.

Recording progress

Each step has three states: Not started, Began, Completed. Every change stamps the date, the time and who made it, shown under the step. Open an award (click it in the table, or on the profile) to see its checklist. When the switch is off, the member sees the checklist read-only with the message “Only a leader can record progress on this badge”. With Complete the badge automatically on, progress moves the award in both directions: marking the last required step Completed turns the award to Completed, and re-opening a required step puts it back to Pending. While the badge is automatic, the Status buttons in the Add badge window are locked and show “All steps are marked done” or “n / m required steps” instead. Optional steps never block completion. A badge with only optional steps has no required steps, so it is never completed automatically.

Where progress shows

  • In the badges table, a badge with a checklist shows one numbered dot per step beside its status: green for completed, amber for began, empty for not started (with a dashed outline when the step is optional).
  • On the Achievements card, Achievements in progress lists each pending badge with a progress bar, and Recent activity lists badges earned, awards received, badges started, and steps began or completed. Both appear only when checklists are on.

Awards and member levels

Two optional switches change how earned badges are counted and grouped on a profile.

Changing or removing an award

Click an award to open its details: the badge, its Status, Offered by, Date completed, Required Points when it is a tier badge, and the checklist when there is one. The Notes field is visible only to people who manage badges. The server itself accepts these changes from HR_ASSISTANT_LOCAL over the member, or from the person who gave the badge. A member can open their own awards to read them and, when allowed, tick checklist steps, but cannot change the award.

Where badges show up

On a member profile with Gamification on, the Achievements card shows earned badges as pictures, with the name on hover. Click one for its details. People who manage badges also get Manage, which turns the pictures into a table with the badge (and its category), the status, and the date. Badges that have a points threshold are tiers: they appear in the Membership level card instead, see Gamification. The profile’s edit panel has a Badges tab (for HR_ASSISTANT_LOCAL over the member) with the same table and the Add badge button. Badges in the sidebar (/badge-users) is the tenant-wide view, shown to HR_ASSISTANT_LOCAL and above once the module is on. Filter by category, badge, Completed or Pending, and local center, then read across three tabs. Someone whose HR permission is local-only sees just the awards for members of their own local center. Badges centralizer with local centers, badge stats, and individual award tabs plus Completed and Pending filters

Common questions

Open the member, click the + on the Achievements card (or Add badge on the Badges tab of the edit panel), pick a badge from the list, set the status, date and notes, and click Save. You need HR_LOCAL or HR_ASSISTANT_LOCAL over the member’s local center.
No. Hours tracking was removed from Orgo: there is no hours field on a badge, no way to log hours on a member, and no badge is awarded from an hours total. To recognise participation, award a badge by hand, from event attendance, from a course completion, or from a checklist.
The member already holds it. Badges they have as Pending sit under In progress, and those they have as Completed under Already earned, and neither can be picked again. To finish a pending award, open it and set Status to Completed (or complete its checklist).
There is no request flow and no self-service button. Badges come from an admin with HR permission, or from one of the automatic paths above. The one thing a member can do themselves is tick off the steps of a checklist badge they hold, and only while Members may record their own progress is on.
Yes. Click the award, then Delete. Nobody is notified, so explain it directly if the reason matters.
Only a label. With the Awards switch on, you mark each badge as a Badge or an Award, and the profile counts the two separately. Both are given and removed in the same way.
Turn on Badges with a checklist of steps in the Gamification settings, edit the badge, and use Add step in the Checklist editor. Save the badge first if it is new.
The badge is set to complete automatically when every required step is completed, so the status follows the steps in both directions. Complete the step again and it returns to Completed. Turn the automatic switch off on the badge if status should be set by hand.
Yes. The import tool has three badge entities: Badge Types, Badges, and Badge Assignments, each with a downloadable example file. Import categories and badges first, then the assignments.
The Gamification module is off, or you lack permission. Turn the module on under Settings, Modules, Gamification & Courses. The Badges tab also needs HR_ASSISTANT_LOCAL over the member.
They hold a local-level HR permission, so the list and the local center filter are limited to their own local center. Tenant-level HR sees everything.
  • Gamification - Points, tiers, and the leaderboard
  • Courses - Award a badge when a course is completed
  • Event attendance - Award a badge to everyone marked as attended
  • Members - The profile where badges appear
  • Permissions - What HR_LOCAL and HR_ASSISTANT_LOCAL cover