This guide will help you understand your Administrator permissions in ANVL Editor, focusing on managing workflow templates, tags, and Strength Score configurations across your organization.
Editor Admin Permissions Overview
As an Editor Administrator, you have special permissions that allow you to:
Manage workflow templates across your organization
Edit tags at both workflow and question levels
Set up reporting parameters through tag
Configure Strength Score formulas for workflow templates
! Remember: Your Admin permissions allow you to make organization-wide changes to tags and scoring. Always test changes on a small scale before applying broadly across your organization.
Tags
Workflow Template Tags
Workflow template tags are essential for organizing and reporting on your workflows across the organization. These tags help you group similar workflows together for better data analysis.
Important: It is recommended that all templates include a "reportName" tag for proper reporting functionality.
Setting Up Workflow Template Tags
Login to ANVL Insights
Navigate to Mobilize > Editor
Open the workflow template to edit
Review the value in the Tags field
Edit the value as needed, using the following format: [{"key":"value"}]
Example workflow template tags:
[{"reportName":"Good Catch"},{"workflowType":"Safety Observation"},{"Language":"English (US)"},{"languageCode":"en-US"}]
Workflow Template Tag Keys:
ReportName
A short, descriptive name used in reports and analytics
Required to populate the Workflow Drilldown reports in ANVL Insights and PowerBI
Example: "Safety Inspection", "Equipment Check"
workflowType
Groups different workflows under a common category
Example: Both "In-Shop JSA" and "Field JSA" can have workflowType "JSA". This allows you to analyze all JSA data together regardless of specific workflow
Language and languageCode
Specify the language settings for the workflow
Useful for multi-language organizations
Question-Level Tags
Question-level tags are used in the Workflow Drilldown reports in ANVL Insights to analyze individual question responses. They're also essential for Power BI reports and can be accessed through ANVL REST APIs.
Important: It it recommended that all questions include a "reportName" tag for proper reporting functionality.
Setting Up Workflow Template Tags
Login to ANVL Insights
Navigate to Mobilize > Editor
Open the workflow template to edit
Select the question to edit
Review the value in the Tags field
Edit the value as needed, using the following format:
[{"key":"value"}]
Example question-level tags:
Without Custom Scoring: [{"reportName":"Hazard Type"}]
With Custom Scoring:
[{"reportName":"Housekeeping"},{"minScore":"0"} ,{"maxScore":"10"}]
Question Tag Keys:
Category | Tag Name | Purpose |
General | reportName | Short name for report labels (required for all questions) |
General | businessType | Groups related questions for reporting |
General | outcomeType | Describes question outcomes (e.g., training needs) |
Hazards | hazardType | Groups hazard questions ("Biological", "Environment", "People") |
Hazards | hazardIdentification | Type of hazard question ("Identify", "Likelihood", "Severity") |
Hazards | area | Categorizes related potential hazards |
Hazards | hazardLevel | Classification level ("Major", "General") |
Interventions | interventionLabel | Names for intervention response questions |
Interventions | subCategory | Sub-categories for interventions |
Strength Score | strengthScore | Indicates minimum character response for Open Text questions. Used in Strength Score calculation only. |
Custom Score | minScore | Minimum score for custom scoring questions |
Custom Score | maxScore | Maximum score for custom scoring questions |
Working with Mobilize for Tag Management
When using Mobilize to create new workflow templates, you can instruct it to apply proper tagging automatically.
Standard Mobilize Prompt for General Templates:
"Please apply an intuitive reportName tag to all questions in this workflow for reporting purposes."
Example Mobilize Prompt for Scored Workflows:
"Create a workflow with custom scoring.
For questions that should be scored, use only Checklist Radio Question types with response options that fall within a 0-10 range (you can use any values like 0,5,10 or 0,1,2,3,4,5,6,7,8,9,10).
Apply minScore and maxScore tags to these questions with minScore set to 0 and maxScore set to 10. Also apply intuitive reportName tags to all questions for reporting purposes."
Best Practices for Tag Management
Workflow Template Level:
Always include a clear, descriptive reportName
Use consistent workflowType values across similar workflows
Include language settings for multi-language environments
Question Level:
Apply reportName tags to ALL questions
Use consistent tag values across similar questions
For custom scoring, ensure only appropriate question types are used
Test your tagging strategy with sample reports before full deployment
Strength Score:
Start with standard parameters and adjust based on your organization's needs
Monitor completion rates and adjust thresholds if scores are too high/low
Use the ANVL-provided questionnaire for complex scoring requirements or guidance
Strength Score
Strength Score is a quality parameter that measures how thoroughly users complete workflows, helping prevent "pencil whipping" (rushing through without proper attention).
How Strength Score Works
Strength Score calculates a percentage based on configurable parameters for each workflow template. Each completed workflow receives a score based on how well it meets these quality criteria.
If you want to refine your Strength Score formulas, complete this questionnaire for personalized recommendations: ANVL Strength Score Setup Questionnaire
Label | Business Objective Definition | Example Value | Example Weight |
Flags | Encourage users to raise flags on their workflows | NA | 0 |
Interventions | Encourage answering questions that lead to interventions and additional follow-up questions | NA | 0 |
Stops | Encourage answering questions that lead to stops and additional follow-up questions after returning to the workflow | NA | 0 |
Photos | Encourage users to take photos on some or all of the questions. Could be used with a parameter 0 to score if at least one photo was attached to the workflow | 0.01 | 0.2 |
Duration (seconds) | Pencil whipping is usually significantly faster than carefully completing a workflow. Encourages users to take time to complete workflows | 150 | 0.25 |
% Completed Questions | Encourage users to answer the photo/text questions with either a photo or text | NA | 0.15 |
% Non Blank Text Boxes | Encourage users to fill in text response questions | NA | 0 |
Text Response Characters - Longest | Encourage longer responses for at least one question | 40 | 0.225 |
Text Response Characters - Average | Encourage longer responses on all text questions | NA | 0 |
Text Response Characters - Minimum | For specific, required, open text questions, encourage users to add detailed text responses | 1 | 0.175 |
Responses | Some workflows have a minimum number of questions that can be viewed if pencil whipped - if the parameter threshold is set higher than that number, it encourages more than a minimum effort on the workflow | NA | 0 |
% Non Blank Checklist Responses | Encourage users to select at least one response to checklist questions (even if there is a "None" option) so that they don't skip the question | NA | 0 |
# Text Responses Completed | Encourage users to add text to a minimum number of open text questions | NA | 0 |
Custom Workflow Scoring
You can set up custom scoring for workflows when you need specific point values for questions.
Requirements for Custom Scoring
Questions must be tagged with both minScore and maxScore
Only Checklist Radio Questions can be used for scored questions
Response options must fall within the min-max range Custom Scoring Setup
Example
Question Tags: [{"reportName":"Housekeeping"},{"minScore":"0"} ,{"maxScore":"10"}]
Response Options Examples:
Simple: 0, 10
Moderate: 0, 5, 10
Scale: 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10
Viewing Custom Scores
To see custom workflow scores:
Navigate to ANVL Insights > Live Feed
Use filters to find the specific workflow
Click the workflow link to open it
View the score in the top header of the workflow.
Both the percentage score and the points earned out of total possible points are displayed.
The score is calculated only on scored questions: those with minScore and maxScore tags).
Troubleshooting Common Issues
Tags not appearing in reports: Verify all questions have reportName tags and check spelling/formatting
Custom scoring not working: Ensure you're using Checklist Radio Questions and only numeric response values. (e.g. 1, 2, 3, etc.) Ensure all questions to be scored have the correct minScore/maxScore tags.
Strength Score too high/low: Adjust parameter thresholds or weights based on actual workflow completion patterns
Inconsistent reporting data: Review tag consistency across similar questions and workflows
! Remember: Your Administrator permissions allow you to make organization-wide changes to tags and scoring. Always test changes on a small scale before applying broadly across your organization.