Work Item Categories are Group-level category options used when creating Work Folders. They are available only for Work-First organizations. If your organization is Work-First, you will see the Work Folders tab in ANVL Manager.
This article is a reference to understand how Work Item Categories behave before adding, editing, or deleting them in Group Management.
Answer
Work Item Categories define how Work Folders are classified at the Group (Site) level. They support organization, reporting, aggregation, and integrations (including Work Order systems and bulk Work Folder creation via the ANVL REST APIs).
They appear differently depending on where users interact with them:
As Category in ANVL Workflows and the mobile app
As Application in ANVL Manager
Steps
To evaluate or plan Work Item Category structure:
Confirm your organization is configured as Work-First.
If you see the Work Folders tab in ANVL Manager, you are Work-First.
Identify how work should be organized (e.g., job type, service type, program).
Review existing Work Item Categories at the Group level.
Confirm categories align with reporting and integration needs.
Validate impact before editing or deleting any category.
Tip: If your organization is Work-First, you will see the Work Folders tab in ANVL Manager.
How Categories Appear Across ANVL
Admin Portal → Group Management
Managed as Work Item Categories at the Group level.ANVL Workflows / Mobile App
Displayed to end users as Category when creating or editing a Work Folder.ANVL Manager
Displayed as Application when Managers, Supervisors, or Site-Level Admins create or edit Work Folders.
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.
What Work Item Categories Are
Group-level category options
Visible to end users when creating Work Folders
Used to support hierarchy and aggregation
Applicability
Work-First organizations
Multiple Work Item Categories can 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
Work Order integrations and API-based Work Folder creation
Additional Details
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal