Role: Business Administrator (BA)
Learning Focus: Learn
Where: ANVL Workflows, ANVL Manager, Admin Portal
🧭 Before You Start
This article is a reference for understanding how Work Item Categories behave.
Use it before adding, editing, or deleting categories in Group Management.
Work Item Categories are available only for Work-First organizations.
Tip: If your organization is Work-First, you will see the Work Folders tab in ANVL Manager.
🎯Why It Matters
Work Item Categories control how Work Folders are categorized by users
Categories support organization, reporting, and aggregation
Incorrect configuration can confuse users or impact reporting
⏱️When to Use This
Setting up Work-First Groups (Sites)
Planning how work is organized at a site
Reviewing or updating Work Folder category options
Before adding, editing, or deleting Work Item Categories
When integrating with Work Order Management systems and when bulk creating Work Folders via the ANVL REST APIs.
📝What Work Item Categories Are
Group-level category options used when users create Work Folders
Visible to end users as Category selections
Used to support additional hierarchy levels and aggregation
Applicability
Work-First organizations: Multiple Work Item Categories may be configured and managed
Workflow-First organizations:
A single system-created “Workflow First” category is present
This category should not be edited
Key Characteristics
Categories are Group-specific
New Groups do not inherit Work Item Categories
Categories affect:
User experience
Reporting and aggregation
In Admin Portal Group Management, Work Item Categories are managed at the Group level and labeled as "WorkItem Categories".
End users see Work Item Categories as "Category" options when creating or editing a Work Folder in ANVL Workflows or the mobile app.
Managers, Supervisors, and Site-Level Admins see Work Item Categories as 'Application" options when creating or editing a Work Folder in ANVL Manager.
⚠️Watch Out For…
Editing categories in Workflow-First orgs is not recommended
Deleting categories can impact existing Work Folders
Changes apply immediately at the Group level
✅What You Should See
Category options aligned to how work is organized
Categories visible to users when creating or editing Work Folders
🔗 Related Articles
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal