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How do I edit Group information in-line in Group Management?

Edit Group (Site) information directly in the Group Management table to update site details and configuration.

Written by Lauren Baird
Updated yesterday

Answer

Use in-line editing in Group Management when you need to update a specific Group directly from the table in the ANVL Admin Portal. This is useful for targeted updates to site details, timing thresholds, or metadata without opening a separate record.

These are live edits. Changes apply immediately and may affect active workflows, reporting, hierarchy behavior, or integrations. Confirm you are editing the correct Group before saving.


Steps

  1. Open ANVL Insights.

  2. Select Welcome, [Your Name].

  3. Select Admin Portal.

  4. In the Admin Portal, open Group Management.

  5. Search for or locate the Group you want to update.

  6. Click directly into the editable field you want to change.

  7. Enter the updated value.

  8. Select Save.

  9. Wait for the update to process.

  10. Review the results to confirm the update succeeded.

  11. Select Refresh or refresh the browser page.

  12. Confirm the updated value appears correctly.

Editable Group Fields (Inline)

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 (in hours) before an in-progress assessment is marked incomplete and the user can no longer complete it

Assessment Add Note Timeout

Time (in hours) after completion during which notes can still be added

Assessment Watch Threshold

Time threshold (in hours) that triggers a “yellow” Daily Digest indicator

Assessment Warn Threshold

Time threshold (in hours) that triggers a “red” Daily Digest indicator

Important field notes:

  • Time Zone should remain in a valid IANA format

  • Assessment Timeout controls how long an in-progress workflow can remain open before it becomes incomplete

  • Assessment Add Note Timeout controls how long notes can still be added after completion

  • Assessment Watch Threshold and Assessment Warn Threshold affect Daily Digest timing indicators

Use extra caution when editing:

  • Tags

  • timeout values

  • hierarchy-related fields

  • any field tied to reporting or integration behavior


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