Primary Role: Workflow Manager
Learning Focus: Apply
Where: Workflow Editor

🧭 Before You Start

Drafts are not visible to end users
Changes to drafts do not affect reporting or live workflows
Drafts can be edited freely until published

If you’re not ready to affect users, you should be working in a Draft.

🎯 Why This Matters

Editing drafts allows you to design, refine, and test workflows safely before they go live. This is where most workflow design work should happen.

💡 Tip
While editing, include your site name or initials in the draft name so others know it’s in progress. Remove it before publishing so users see a clean workflow name.

🛠️ How to Edit a Workflow Draft

Open ANVL Insights
Navigate to Mobilize → Editor
Open Drafts in the left-hand menu
Select the draft you want to edit
Make your changes (see Common Draft Edits below)
Click Save regularly as you work

The draft remains unpublished until you explicitly publish it.

🛠️ Common Draft Edits

✏️ Edit Question Details

Use this to clarify wording or adjust how users respond.

Click a question in the workflow diagram
The Question tab opens by default
Update:
- Category
- Question text
- Question type
- Embedded media
- Response options (Items)
- Allow Stored Media (Yes/No) - Photo questions only
  Allows users to select photos from their device in addition to taking photos on their camera.

🔗 Add Links, Guidance, and Supervisor Details in Question Text

You can enhance question text with clickable links, inline guidance, and dynamic supervisor details using simple markup.

These elements appear in orange, indicating they are clickable or interactive.

Add a Clickable External Link

Use this format to link to external resources (e.g., standards, appendices, SOPs):

[Appendix D]<^|https://www.osha.gov/|^>

What this does

Displays “Appendix D” as clickable text
Opens the linked page when tapped or clicked

Best for

OSHA standards
Internal procedures
Reference documents

Insert Supervisor Details Automatically

Use this format to display the assigned supervisor’s details (name and phone):

[supervisor]<^^>

What this does

Dynamically shows the user’s assigned supervisor
Includes contact information when available

Best for

Escalation questions
Stop / Intervention guidance
“Contact your supervisor” instructions

Add Inline Help or Guidance Text

Use this format to provide clickable help text without leaving the workflow:

Will you be [working at height]<^fill in something here about what defines working at height^>?

What this does

Displays “working at height” as clickable text
Shows your guidance text when tapped

Best for

Definitions
Clarifying expectations
Reducing ambiguity without long questions

➕ Add a New Question

Use this to capture new information.

In the right-hand panel, select the Library tab
Browse for the question type you want
Drag and drop the question into the workflow diagram
Click the new question to configure it
Connect the question into the workflow using Routes

🗑️ Delete a Question

Use this when a question is no longer needed.

Click the question in the diagram
Press the Delete or Backspace key
Reconnect routes if needed
Save your changes

⚠️ Deleting questions in drafts is safe, but be cautious if the draft will later replace an existing published workflow.

🔀 Update Routes or Logic

Use this to adjust workflow paths.

Click the route to open its settings
Update what you need:
- Route type (Default vs Rule)
- Rule logic (if using conditional routing)
- Launch new workflow (if starting another workflow from this one e.g. LOTO from JSA)
- Escalation type (Stop / Intervention, if applicable)
Save your changes

Re-routing a path instead

Delete the existing route (select it, then use the delete/backspace key)
Reconnect by clicking the end connector on the right side of the first question (end node)
Drag the route to the start connector on the left side of the next question (start node)
Confirm the route type and settings (Default/Rule)
Save your changes