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Manage Question-Level Tags (Workflow Manager – Advanced)

Configure question-level tags to support accurate reporting and analysis while avoiding unintended reporting issues.

Lauren Baird avatar
Written by Lauren Baird
Updated this week

Primary Role: Workflow Manager (Advanced – Editor Admin)
Secondary Role: Business Administrator
Learning Focus: Apply
Where: Workflow Editor (Admin access required)


🧭 Before You Start

Question-level tag changes affect reporting, scoring, and analytics across workflows. Always test changes in a Demonstration site before broad rollout.


🎯 Why This Matters

Question-level tags control how individual responses are labeled, grouped, scored, and analyzed. Missing or inconsistent tags can result in broken reports, misleading scores, or unusable data.


📝 What Question-Level Tags Do

Question-level tags are used to:

  • Label question responses in reports

  • Group the same question across multiple workflows

  • Enable drill-down analysis in ANVL Insights and BI tools

  • Support Strength Score and Custom Scoring behavior

Tags apply to individual questions, not entire workflows.


🛠️ How to Edit Question-Level Tags

  1. Open ANVL Insights

  2. Navigate to Mobilize → Editor

  3. Open the workflow template

  4. Select the question to edit

  5. Locate the Tags field in the question settings

  6. Review existing tag values

  7. Update tags using the approved JSON format

  8. Save the changes

  9. Publish the updates to the applicable sites


Required Tag for All Reportable Questions

reportName (Required)

All questions intended to appear in reports must include a reportName tag.

Purpose

  • Defines the column label in reports

  • Enables comparison across workflows

  • Supports drill-down views

Example

[{"reportName":"Hazard Type"}]


Only questions with a correctly configured reportName tag appear in the Workflow Drilldown report.


Supported Question-Level Tag Types

Use only approved tag keys. Do not invent new ones.

Need to set up custom scoring? → See Set Up Custom Workflow Scoring


What You Should See

After tagging correctly:

  • Questions appear consistently in reports

  • Data groups correctly across workflows

  • Custom scores calculate as expected (if scoring is used)


🔑 Key Takeaways

  • reportName is required for all reportable questions

  • Use only approved tag keys

  • Always test tag changes in Demonstration before broad rollout

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