Answer
Workflow Categories are Group-level labels that organize workflows by program or workstream, such as Quality, Safety, Task Planning, JSAs, or LPAs. They are required because a workflow cannot be published to a Group unless a Workflow Category already exists for that Group.
They affect both:
how Workflow Managers publish workflows
how users find and start workflows in ANVL Workflows
These are different from the categories inside a workflow. Workflow Categories group whole workflows at the Group level. The categories inside a workflow group questions within that workflow.
Workflow Categories are:
Group-specific
required for workflow deployment
visible to both end users and Workflow Managers
New Groups do not inherit Workflow Categories, so they must be added separately for each new Group.
Steps
Open ANVL Insights.
Select Welcome, [Your Name].
Select Admin Portal.
Open Group Management.
Locate the Group you want to review.
Confirm the Group has the needed Workflow Categories configured.
Review whether the categories align to the program or workstream structure you want users to see.
Confirm the required categories exist before trying to publish workflows to that Group.
If your organization wants consistency across similar Groups, compare the category setup across those Groups before making changes.
Review the impact before editing or deleting any existing category.
How Workflow Categories are used
For end users, Workflow Categories appear when selecting which workflow to start in ANVL Workflows.
Example of Workflow Categories in the ANVL Mobile App (Quality, Task Planning)
For Workflow Managers, a Workflow Category must already exist in the Group before a workflow can be published there. If the category does not exist, it cannot be selected during publishing.
Workflow Categories available to Workflow Managers when publishing workflow templates.
Important notes
Workflow Categories are required for publishing.
Workflow Categories are managed per Group.
New Groups do not automatically receive them.
Category Type is defined when the category is created and cannot be changed later.
If categories are edited or removed carelessly, workflow deployment and user workflow selection can be disrupted.