Create Roles for Content Filtering

Role-based filtering allows users to quickly locate modules, sections, or topics 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 (see Manage Roles under the Edit menu in Developer). 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 or content area that is assigned to the role; they can also toggle to display the entire outline if necessary. You can also create document outputs, such as Training Guides, that contain information relevant to only specific roles. In addition, the assigned roles populate the Roles/Responsibility field when you publish a Business Process Document.

For more information about using roles, see the topic Create roles for content filtering in the product help or reference guides.

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The authors of this blog are members of the UPK product development, management, and marketing teams. On this blog, you'll find UPK news, tips/tricks, upcoming events, and general information on UPK - the easy-to-use, comprehensive content development, deployment, and maintenance platform for increasing project, program, and user productivity.

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