A role selector helps you to hide and reveal pages or topics based on the learner’s role or experience level. You can set this up in Elucidat using the Rules feature.

Contents:

1. Example

2. Use case 1: How to set up a role selector to hide and reveal specific topics on a menu

3. Use case 2: How to set up a role selector to hide and reveal individual pages

4. Pro tip!


Example

This showcase course demonstrates a role selector in action. The course is aimed at two roles - HR team members and People managers. There is one topic (i.e. a group of pages accessed from a menu) that needs to be viewed by both roles, and another topic that needs to contain role-specific content.

First, the learner answers a profiling question to choose their role.

Learners then see a menu of topics. The Rules feature has been used to hide one role-specific topic and reveal the alternative role’s topic. There is also a topic that is relevant to all learners that is set to always be visible.

For example, the HR team member sees a topic called ‘Get the theory: HR’, whereas a People manager sees one called ‘Get the theory: People manager’. Both roles see the same ‘Put it into practice: Everyone’ topic, as it is relevant to both.

This is a great way to personalise the learning experience and reduce learner time by making sure learners aren’t viewing irrelevant content.

We’ll now walk through two methods of using a role selector to reveal specific content.


Use case 1: How to set up a role selector to hide and reveal specific topics on a menu

There are four stages to setting up a role selector and using it to reveal topics on a menu.

1. Create a role selector question at the beginning of your module

We’d recommend a single choice question here, which can be either text-based or image-based, depending on whether you want to visualise the roles. We’d recommend using an Assessment question type so that submitting the question will take learners directly onto the next page without any pop-up feedback. Tip: Remember to set the link on the Submit button to ‘Next page (automatic)’ when building the page.

2. Create your topics and set up a menu page

To create a topic, group all the pages that make up a topic into a chapter in the Pages view. The menu page is where you can link to each topic - this support article explores menus in more detail.

3. Apply a Rule to the first page in each role-specific chapter

Rules allow you to determine the criteria that someone needs to meet for a page to be available to your learners. You can apply a Rule (found under Page Settings) to the first page in each chapter that only shows the chapter if they answer the role-specific question in a certain way. Here’s an example from an Elucidat module:

This support article walks through this step. (See the section on ‘Set a page to only display if the Learner has submitted a certain answer on another page’)

4. Add panels on your menu page to link to each of your role-specific chapters and set these panels to hide if the page it links to is hidden

When setting up your menu, if you select the checkbox highlighted below on the panels that correspond to role-specific chapters then it means the whole menu panel will hide completely if the chapter it links to is hidden by rules.


Use case 2: How to reveal individual pages

In some courses you might want to reveal an individual page for a specific role, rather than a whole chapter. For example, you could show a role-specific summary page at the end of a course that presents focussed actions for that role.

First, set up your role selector question at the start of the module (see use case 1 for detail). You can then apply a Rule (found under Page Settings) to a specific page within a chapter so that the page will only show if they answer the role-specific question in a certain way. Here’s an example from an Elucidat module:

This support article walks through this step. (See the section on ‘Set a page to only display if the Learner has submitted a certain answer on another page’)


💡 Pro tip! Consider giving content related to a specific role a clear visual identity by assigning it a particular colour or icon. For example, this could appear in the menu panels and follow through in the page headers. This is a great way to visually signpost which topics are aligned to a specific role and differentiate from those relevant to all.

Take a look at this showcase course to see this approach in action.


Associated terms: role selector; role; rules; personalisation; personalise; personalization; personalize; tailor; tailoring;

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