Role-Based Logic: Show different content paths based on a role selection

Let learners choose their role — and automatically send them down a path built just for them.

What It Is

Role-Based Logic is a smart feature that adapts course content based on the learner’s role selection. At the start (or at any key decision point), learners select their role — like Manager, Technician, Sales Rep, or HR — and the course dynamically adjusts what content, examples, and assessments they see.

Unlike static modules that force everyone through the same flow, this logic makes your course context-aware, relevant, and targeted — without needing to build multiple versions.

When to Use It

  • In compliance training, where different roles require different legal or procedural content
  • For onboarding, where job functions (e.g., sales vs. support) need tailored paths
  • In product training, where features vary based on region, seniority, or department
  • For technical and non-technical audiences, to control complexity level and terminology
  • In leadership development, where managers and team members engage in role-specific scenarios

Why It Works

  • Boosts relevance by removing content that doesn’t apply to the learner’s role
  • Increases engagement because learners see examples and scenarios they actually recognize
  • Improves knowledge retention through contextual learning that sticks
  • Reduces cognitive load by narrowing the focus to what matters most
  • Maximizes ROI by building one course that effectively serves multiple audiences

Impact Insight
Imagine your entire company taking the same course — but every department only sees the parts that apply to them. That’s smart training that scales without compromising relevance.

Examples in Action

  • Healthcare: RNs, physicians, and admin staff take the same infection control module — but each sees role-specific case studies and checklists
  • Finance: Compliance officers, analysts, and client-facing staff select their title at the start and receive relevant regulations and workflows
  • Retail: Sales associates review customer interaction modules, while stockroom staff follow inventory and logistics content
  • Manufacturing: Operators and maintenance personnel take the same safety training — with tools and scenarios tailored to their equipment
  • Education: Teachers, administrators, and support staff each explore role-appropriate protocols in the same onboarding course

Customization Options

  • Role input methods: dropdown menus, button selections, or LMS-based auto-detection
  • Logic design: show/hide slides, change slide content, adjust branching paths based on role
  • Feedback personalization: tailored messages, score summaries, and downloadable resources per role
  • Visual differentiation: color-coded slides, role-specific icons, or customized progress bars
  • SCORM/xAPI support: track role selections, path completions, and performance metrics separately
With Role-Based Logic, you deliver smarter training that feels custom — without doubling your development time. Expect stronger engagement, faster course completions, and real knowledge transfer for every learner group.
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