Answer
Test workflows in a Demonstration / UAT site before publishing to production. This lets you confirm the workflow behaves as expected without affecting live users.
If the workflow was published within the last 24 hours and you were already signed in to Frontline Operations (ANVL Workflows), you must sign out and sign back in to see the latest version. You do not need to sign out of ANVL Insights.
Steps
Before you begin
Confirm the workflow has already been published to a Demonstration / UAT site.
Make sure you are testing in UAT, not in Production.
Access the workflow in UAT
Sign in to Frontline Operations (ANVL Workflows).
If you were already signed in and the workflow was published in the last 12 hours, sign out and sign back in.
Access your Demonstration / UAT site.
If your organization uses Work Folders, open the Demonstration folder. If needed, create one.
If your organization uses a workflow-first experience, select the Demonstration site from Groups.
Select Start Workflow.
Open the workflow you want to test.
Complete the workflow end to end
Complete the workflow from start to finish.
Check that:
questions appear in the expected order
wording is clear
spelling is correct
response options make sense
rule-based paths trigger correctly
Stops and Interventions appear when expected
Repeat the workflow as needed to test different paths.
Validate the completed workflow in ANVL Workflows
After submitting, stay in ANVL Mobile App or ANVL Workflows.
Confirm the workflow shows as Completed.
Look for the blue circle indicating completion.
Open the completed workflow.
Verify:
all responses are visible
responses appear under the correct categories
categories are in a logical order
answers reflect what was entered
Test the Notes experience
Select Add Note.
Complete the note questions.
Save the note.
Confirm:
the note questions appear as expected
the note is added to the workflow
the note appears under the correct category
Validate Stops and Interventions in ANVL Insights
Open ANVL Insights.
Go to Live Feed.
Find the workflow you just completed.
Open the workflow.
Confirm any Stops or Interventions match the workflow design and expected behavior.
Retest if needed
If you find issues, update the workflow.
Re-publish it to Demonstration / UAT.
Test again before moving to production.
Helpful notes
Test more than one path, including normal paths and edge cases.
Test at least one Stop or Intervention scenario when those are part of the workflow.
If the workflow uses custom scoring, include scoring validation in your testing.
Never skip testing before publishing to production.