Primary Role: ANVL Business Administrator (BA)
Learning Focus: Apply
Why It Matters
Workflow Categories are required before any workflow template can be deployed to a Group
Categories group workflows by Program or Workstream (e.g., Field, Service, JSAs, LPAs)
Categories drive how workflows appear to users and Admins across ANVL
When to Do This
Before deploying a new workflow template to a Group
When setting up a new Group (Site)
When introducing a new Program or workstream
Why Workflow Categories Are Required
Workflow Categories must exist at the Group (Site) level before workflows can be deployed.
End users see Workflow Categories when selecting the type of workflow to start
Workflow Managers can only publish workflows using Categories that already exist in the Group
For details on how Workflow Categories are used and why they are required, see Workflow Categories – Overview.
Steps
Workflow Category Creation Guidelines
Always follow these rules when creating categories:
Name: Reflects the program or workstream (e.g., JSAs, Field, Service)
Category Type: must be ALL CAPS and cannot contain spaces. Use underscores (_) as needed.
Choose relevant, non-alerting colors (i.e. no bright red or yellow)
Order categories by frequency of use (Most frequent to least frequent)
Workflow Categories can be created in either of the following ways:
Option 1: +Add Workflow Categories Button
Open Group Management in the ANVL Admin Portal.
Filter for the Group(s) to update.
Select the checkbox next to each Group.
Select + Workflow Categories.
Enter:
Name (e.g., Safety)
Description
Color
Order
Enter the Category Type in ALL CAPS and with no spaces, only underscores if needed.
Example: Name = Job Safety Assessments → Type = JOB_SAFETY_ASSESSMENTS
Select + Workflow Categories. Repeat if adding more than one Workflow Category.
Review the details for accuracy. Select Save.
Option 2: Create from the Edit Workflow Categories View
Open Group Management in the ANVL Admin Panel.
Use filters or search to locate the Group to edit.
Scroll right to the Workflow Categories column.
Tip: Re-arrange columns by dragging and dropping them into the desired order for easy editing.
Click into one of the existing Workflow Categories.
Enter:Name (e.g., Safety)
Description
Color
Order
Enter the Category Type in ALL CAPS and with no spaces, only underscores if needed.
Example: Name = Job Safety Assessments → Type = JOB_SAFETY_ASSESSMENTS
Select + Workflow Categories. Repeat if adding more than one Workflow Category.
If needed, update the Order of the Workflow Categories to sort by frequency of use.
Select Save.
Watch Out For
Workflow Categories are required for workflow deployment
Category Type must be ALL CAPS with no spaces. Category Type can include underscores e.g. LAYERED_PROCESS_AUDITS
New Groups do not inherit Workflow Categories
Categories must be added manually for each Group
Workflow Managers cannot publish templates using categories that do not exist in the Group
What You Should See
Workflow Categories listed for the selected Group(s)
Categories available:
During workflow template publishing
When users start a workflow in Mobile or Web