Primary Role: ANVL Business Administrator (BA)
Learning Focus (Tags): Learn
Why It Matters
Workflow Categories are required before workflows can be deployed to a Group
They organize workflows by program or workstream
Categories control how workflows appear to users and Workflow Managers
When to Use This
Setting up a new Group (Site)
Planning workflow programs or workstreams
Reviewing how workflows are organized and displayed
Before adding, editing, or deleting Workflow Categories
What Workflow Categories Are
Group-level classifications used to organize Workflow Templates
Visible to:
End users when starting a workflow (Mobile & Web)
Workflow Managers when publishing templates
Required for:
Workflow deployment
Workflow selection
How Workflow Categories Are Used
For End Users
Categories appear when selecting the type of workflow to start
Help users find the correct workflow quickly
For Workflow Managers
Categories must exist in the Group before a workflow template can be published
Categories determine where workflows are grouped and displayed
If a Category does not exist for the Group, it cannot be selected during workflow template publishing.
Example of Workflow Categories in the ANVL Mobile App (Quality, Task Planning)
Example of Workflow Categories in the ANVL Mobile App (Quality, Task Planning)
Key Characteristics
Categories are Group-specific
New Groups do not inherit Workflow Categories
Category Type is defined at creation and cannot be changed
Categories must be managed intentionally to avoid disruption
Watch Out For…
Deleting a Workflow Category requires preparation and Support involvement
Missing categories block workflow deployment
Changes affect all users assigned to the Group
What You Should See
Clear Workflow Categories that reflect programs or workstreams
Categories consistently available during:
Workflow publishing
Workflow start by users
Where to Make Changes
To create new categories, see Add Workflow Categories
To update or delete existing categories, see Edit Workflow Categories