View and manage document badges

Set certification badges (endorsed, warning, and deprecated) on workbooks and data models to reflect document status, quality, and reliability.

For example, use badges to indicate stages in the data model lifecycle as follows:

• Endorsed: The data model is verified, trusted, and meets quality standards.
• Warning: The data model is outdated, incomplete, or under review.
• Deprecated: The data model is obsolete or no longer maintained.

This document explains how to view, set, and delete badges on workbooks and data models. For information about adding certification badges to datasets and database tables, see Create and manage datasets and Review and manage your data catalog.

User requirements

The ability to set or delete a badge requires the following:

• You must be assigned an account type with the Manage all badges permission enabled.
• You must be the document owner or be granted any document permission.

Badges are visible to any user granted access to the document.

View existing badges

Sigma displays badges next to document names in folders and in the Recents list on the Home page.

You can also view a badge within a workbook.

1. Open a workbook you want to view.

2. In the header, click the workbook name and select File > About this workbook from the menu. If a badge is set, the About this workbook modal displays the badge and note.

   

Set a badge

1. Open a document you want to certify.

2. In the header, click the document name and select File > Set badge from the menu.

3. In the Set badge modal, select a badge to apply to the document, then add a note about the badge (optional).

   

   
   

4. Click Add (if no current badge is set) or Update (if replacing an existing badge) to set the badge.

Delete a badge

1. Open a document that has a badge you want to delete.
2. In the header, click the document name and select File > Set badge from the menu.
3. In the Set badge modal, click Delete to remove the badge from the document.