Groups represent sites, facilities, regions, or operational units in ANVL. They define where users can work, where workflows are deployed, and how assignments and reporting are scoped. Understanding Groups is foundational to access control, workflow deployment, and reporting structure.
Groups impact live users, visibility, analytics, and system hierarchy.
Answer
A Group in ANVL acts as a container for site-level configuration and activity. It connects users, workflows, assignments, and metadata to a specific operational location.
Groups determine:
Which users can access which sites
Where workflows are deployed
How assignments are distributed
How reporting and analytics are filtered
Steps
To understand or evaluate Group structure:
Identify what each Group represents (site, facility, region, or operational unit).
Confirm users are assigned to the correct Group(s).
Verify Workflow Categories exist for deployment.
Review Group Tags to ensure reporting alignment.
Confirm workflows and assignments are scoped correctly to each Group.
Key Concepts
What a Group Represents
A Group typically represents a site, facility, region, or operational unit.
Each Group acts as a container for:
Users
Workflows
Assignments
Site-specific configuration
What Groups Store
Groups store:
User membership (who can access the site)
Workflows and workflow categories
Assignments and schedules
Group metadata, defined using Group Tags
Group Tags are commonly used for:
Reporting and analytics
Program structure (e.g., region, business unit)
Group Management view in the ANVL Admin Portal showing Groups with IDs and metadata.
How Users Interact with Groups
Users interact with Groups as sites across ANVL.
Group selection controls where users can see data and perform work.
ANVL Manager
In ANVL Manager, the My Group dropdown acts as a site selector.
Changing the selected Group updates:
Visible data and dashboards
Assignments and schedules
Available workflows
My Group dropdown in ANVL Manager used to switch between sites.
ANVL Workflows
In ANVL Workflows, Group access determines:
Which sites a user can access
Where a user can start and submit workflows
For Work-First organizations, Group access also controls:
Which Work Folders users can view and use
Workflow selection screen showing site-specific access based on Group membership.
Reporting and Analytics
Groups are foundational to reporting:
All submissions are tied to a Group (site)
Reporting and analytics are scoped and filtered by Group
Group Tags enable aggregation across regions, programs, or business units
Reporting aggregated by Group (Site).
Additional Details
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal