Once you have created roles using role lists, you can assign the roles to one or more modules, sections, or topics. This step is necessary to allow both role-selective publishing in the Developer and role-based filtering in the Player.
You can assign roles while working in the Library or Outline Editor, using the Properties toolpane. Roles can be assigned to module, section, topic, question or assessment documents, and all of the documents selected for role assignment at one time must be of the same language.
Tip: You can select multiple documents using the standard Windows selection keys (CTRL+click and SHIFT+click). However, you must select only modules, sections or topics, as no other document types support roles. If a multi-document selection in the Library includes a document type that does not support roles, such as a package, the Role property does not appear in the Properties toolpane.
When you select documents for role assignment, the Developer determines the language of the selected document(s) and displays a list of all roles in the master role list for that language. If any additional roles are in use in the selected documents but are not on the role list, they are also shown. Note that inclusion of these additional roles depends on the specific document(s) selected for role assignment, rather than just language. Consequently, such roles are available for role assignment only if the document(s) to which they are assigned are included in the selection. It is therefore recommended that you always update the master role list to include these additional roles whenever they exist.
If no role list exists for the language of the selected document(s), role assignment is not enabled.
Warning! Do not delete the role list for any language. Doing so will disable role assignment for that language.
To assign a role to a document, you simply select the checkbox next to the desired role in the Assign Roles dialog box. To remove the role from the document, clear the checkbox. Note, however, that, if you remove a document from all roles, the document will appear in the Player only if role-selective filtering is turned off.
If you select multiple documents for property assignment, the checkboxes for the property values can have any of three initial states:
You can check or clear any checkbox, regardless of its initial state, to assign the value to or remove it from ALL of the selected documents. If you do not change the state of a partially selected checkbox, the assignment of the corresponding value remains unchanged (assigned to some, but not all, of the selected documents). However, once you click a partially selected checkbox, you cannot restore it to its initial state. Therefore, when assigning property values to documents, you should select only those documents to/from which you want to add/remove the same value(s).
Once you assign one or more roles to a topic, the role assignment is saved as a property of the topic document. If you later make changes to these roles in a master role list, the topic assignment must also be updated. It is recommended that you update role assignments automatically when prompted to do so after saving changes to the master role list. If the role assignment for a topic cannot be updated automatically at that time, for example, if the topic is open in the Topic Editor, or if you choose not to update role assignments automatically, you must manually update each topic to which obsolete roles are assigned to reflect the changes in the master role list. Therefore, it is recommended that you define and finalize your role lists before assigning roles to topics.
Tip: You can use find and replace to update role assignments.
To assign roles to one or more documents:
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