- Create Roles for Content Filtering
- Create Roles for Content Filtering
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- Role-based filtering allows users to quickly locate modules, sections, topics, questions or assessments based on their job function or department. While developing content, you can create a list of roles corresponding to your intended users and assign the roles to the appropriate documents. During publishing, you can tailor your output by publishing selectively to one, several, or all roles. In the Player, users can then choose from a list of available roles to display only the content that is relevant to their job function; they can also toggle to display the entire outline if necessary.
- Roles are not available when content is played through a Learning Management System. The user never sees the Player interface, as the LMS creates its own outline for the content. You can still use roles to filter the content that gets published, however.
- Note:
- You can also create document outputs, such as
- Training Guides
- System Process Document
- Note:
- Working with roles in the Developer requires two basic steps: First, you create the roles, and then you assign these roles to the appropriate documents. You use the Role Editor to create and manage roles in master role list documents. You assign roles and view role assignments at the document level through the Properties
- toolpane
- By default, the Developer comes with one empty master role list for each language installed. These role lists are stored in the
- System/Roles folder
- update the master role list
- Multi-user Considerations
- If the master role list is checked out by another author, the new roles assigned to documents in a new import are not added to the role list as the document is locked for editing. Roles that have not been saved in the master role list appear as additional roles in the Assign Roles dialog box for those documents to which the roles have been assigned. After a locked role list is checked in, you are prompted if you want to add these roles the next time you open the role list.
- When you
- assign roles to modules, sections, topics, questions or assessments
- Warning!
- Once you assign one or more roles to a document, the role assignment is saved as a property of the document. If you later make changes to these roles in a master role list, the document assignment is not updated. Therefore, it is recommended that you define and finalize your role lists before assigning roles to documents. Otherwise, you must manually update each document to which obsolete roles are assigned to reflect the changes in the master role list.