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ANVL-Incident Management Integration: Configuration Guide

This integration streamlines incident reporting by allowing frontline workers to submit reports through ANVL mobile workflows that automatically create incidents in Benchmark Gensuite Incident Management.

Lauren Baird avatar
Written by Lauren Baird
Updated over a week ago

ANVL Incident Management Integration Overview

The problem: Frontline workers often avoid reporting incidents due to complex, time-consuming manual processes. This leads to underreporting and delayed response times.

The solution: ANVL workflows make incident reporting simple and mobile-friendly while ensuring all data flows directly into your Incident Management system.

Key benefits:

  • Faster reporting: Workers complete intuitive mobile workflows in minutes

  • Better data quality: Structured questions ensure consistent, complete information

  • Immediate visibility: EHS teams receive incident notifications instantly

  • Reduced administrative burden: Eliminates manual data re-entry between systems

How It Works

  1. Frontline workers use ANVL mobile app to complete Initial Incident Report workflows

  2. Backend integration automatically creates corresponding incidents in Benchmark Gensuite

  3. EHS teams receive notifications and begin investigation in Incident Management

  4. Bidirectional linking maintains traceability between both systems

Example

ANVL Workflow

General Details


Event Type Specific Details


Incident Management Form

A screenshot of a computer

AI-generated content may be incorrect.

Scope

In Scope

Out of Scope

  • Five incident types: Injury, Property Damage, Vehicle Accident, Spill/Release, Near Miss

  • Photo uploads for documentation

  • Automatic incident creation in Benchmark Gensuite

  • Site-based routing

  • Required field validation

  • Complex investigation workflows

  • Direct PII data collection in ANVL workflows

  • Custom incident types beyond the five standard types

Configuration Guidelines

Initial Setup

Your Benchmark Gensuite team will configure the integration with the correct settings. Do not attempt initial configuration without Benchmark support.

PII Data Considerations

Important: We strongly recommend capturing Personally Identifiable Information (PII) directly in Incident Management, not in ANVL workflows.

Specific PII examples by incident type:

Important: We strongly recommend you DO NOT capture this information in ANVL.

Incident Type

PII Examples

General

  • Employee names

  • Employee ID numbers

  • Personal contact information

  • Social Security numbers

  • Photos that contain personal identifying information or faces

Injury Incidents

  • Medical details

  • Personal health information

  • Treatment provider names

  • Insurance information

Property Damage

  • Personal vehicle information

  • Home addresses

  • Personal insurance details

Vehicle Accidents

  • Driver's license numbers

  • Personal vehicle registration

  • Personal insurance policy numbers

Spill/Release

  • Personal property affected

  • Residential addresses

Near Miss

  • Personal observations that could identify individuals

  • Personal equipment or belongings

Required Questions Configuration

Critical: ALL required fields MUST be included in your workflow. Missing required fields will cause integration failures.

Category

Question Title

Example Question Text

Required im_field Tag

Question Type

Notes

General Details

Event Type

"What type of incident occurred?"

event_type

Checklist Radio

General Details

Description

"Please describe what happened?"

description

Open Text

General Details

Event Date

"When did this occur?"

event_date

Open Text

Format: dd-mmm-yyyy

General Details

Shift

"What shift did this occur during?"

shift

Checklist Radio

Must match IM dropdown

General Details

Department

"What department did this occur in?"

department

Checklist Radio

Must match IM dropdown

Injury

Body Part (Injury)

"What part of the body was affected?"

body_part

Open Text

Must match IM dropdown

Injury

Event Attachments

"Please upload photos of the injury"

injury_photo

List with Photo Upload

Property Damage

Event Attachments

"Please upload photos of the damaged property"

property_damage_photo

List with Photo Upload

Vehicle Accident

Vehicle Make

"Please provide the MAKE of the COMPANY VEHICLE"

vehicle_make

Open Text

Vehicle Accident

Vehicle Model

"Please provide the MODEL of the COMPANY VEHICLE"

vehicle_model

Open Text

Vehicle Accident

License Plate

"Please provide the LICENSE PLATE NUMBER"

license_plate

Open Text

Vehicle Accident

Vehicle Photo

"Please provide photos of the accident"

vehicle_photo

List with Photo Upload

Vehicle Accident

Weather

"What was the weather like at the time?"

weather

Checklist Radio

Must match IM dropdown

Vehicle Accident

Road Conditions

"What were the road conditions?"

conditions

Checklist Radio

Must match IM dropdown

Spill/Release

Chemical Name

"What was spilled or released?"

chemical_name

Open Text

Spill/Release

Spill/Release to

"Where was this spilled?"

spill_location

Checklist

Must match IM dropdown

Spill/Release

Event Attachments

"Please upload photos of the incident"

spill_release_photo

List with Photo Upload

Near Miss

Event Attachments

"Please upload photos of the near miss"

near_miss_photo

List with Photo Upload

Dropdown Matching Requirements

Critical: These fields must use Checklist Radio question types and values must exactly match your Benchmark Gensuite dropdowns:

  • Shift

  • Department

  • Principle I

  • Weather Conditions

  • Road Conditions

  • Spill Location

Work with your Benchmark team to obtain the exact dropdown values before configuring these questions.

Site Mapping

Your Sites in Benchmark Gensuite are directly mapped to Sites in ANVL. When a worker submits a report, the integration automatically copies it to the correct site in Incident Management based on this mapping.

Configuration Validation Checklist

Before going live, verify:

  • Question text is written for your frontline workers

  • All required im_field tags are present and correctly formatted

  • Dropdown values exactly match Benchmark Gensuite options

  • Photo upload requirements are clear to users

  • Workflow has been tested with sample submissions

  • Integration creates incidents correctly in Benchmark Gensuite

  • Site mapping works correctly

  • Notification settings are configured appropriately

Best Practices

Workflow design:

  • Keep questions simple and clear

  • Use conditional logic to show only relevant questions

  • Include helpful instructions for photo uploads

  • Test workflows with actual frontline workers

Photo requirements:

  • Specify what should be captured in photos

  • Include safety reminders (don't photograph PII)

  • Use "List with Photo Upload" question type to require photos

Maintenance:

  • Review and update dropdown values regularly

  • Monitor completion rates and user feedback

  • Coordinate changes with your Benchmark team

Making Changes

Important: If you need to modify your workflow configuration:

  1. Consult your Benchmark team first - Changes to required fields or tags can break the integration

  2. Maintain required im_field tags - These are essential for data mapping

  3. Test thoroughly - Always test changes in a development environment first

  4. Update dropdown values - Coordinate any dropdown changes with Benchmark team

Remember: Your Benchmark Gensuite team configured this integration with specific requirements. Unauthorized changes may cause integration failures or data loss.


Need help? Contact your Benchmark Gensuite team for configuration support and technical assistance.

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