Primary Role: ANVL Business Administrator (BA)
Learning Focus: Apply
Why It Matters
Group information controls site behavior and reporting
Changes apply to live sites
Incorrect edits can impact workflows and analytics
When to Do This
Updating site details
Adjusting workflow timing thresholds
Correcting metadata or tags
Editable Group Fields (Inline)
See Group (Site) Fields Reference for more details.
Field | Notes |
Group Name | Display name for the site |
Time Zone | Must remain valid IANA format |
Emergency Name | Site emergency contact name |
Emergency Phone | Site emergency contact number |
Tags | Metadata used for reporting and hierarchy |
Assessment Timeout | Time before in-progress workflows become incomplete |
Assessment Add Note Timeout | Time allowed to add notes after completion |
Assessment Watch Threshold | “Yellow” threshold for Daily Digest |
Assessment Warn Threshold | “Red” threshold for Daily Digest |
Steps: Edit Group Information
Open Group Management in the ANVL Admin Panel.
Locate the Group you want to update.
Click directly into the editable field.
Enter the updated value.
Select Save.
Before You Edit Group Tags
Group Tags support hierarchy and reporting.
Before making changes, review Group (Site) Tags to understand how tags are used and when updates may impact reporting or integrations.
Watch Out For
Changes apply immediately
Ensure each Group maintains the correct groupType tag.
→ See Group (Site) TagsSome changes may affect reporting or integrations
→ See Integration Considerations for Group (Site) Hierarchy ChangesGroup metadata does not sync across Groups
What You Should See
Updated values reflected in the Group row
No error message after saving