Primary Role: Workflow Manager
Learning Focus: Apply
Where: ANVL Mobile App, ANVL Workflows, ANVL Manager
🧭 Before You Start
The workflow must be published to a Demonstration / UAT site
Testing should always happen in UAT, never directly in Production
⚠️ Critical Step (Do Not Skip)
If you were already signed in before the workflow was published:
Sign out of the ANVL Mobile App or ANVL Workflows
Sign back in
This is required to see workflows published within the last 24 hours.
You do not need to sign out of ANVL Manager (insights.anvl.com).
→See Workflow Testing Test Case Template
Use this template to plan test cases and document results while testing workflows in Demonstration (UAT).
🎯 Why This Matters
Testing ensures workflows behave as designed—before real users rely on them. Even small changes can affect flow, clarity, or escalation behavior.
🛠️ Step 1: Access the Workflow in UAT
Sign in to:
ANVL Mobile App, or
ANVL Workflows (
workflows.anvl.com)
Tip: Quickly open ANVL Workflows from the upper right-hand menu in ANVL Manager
Access your Demonstration / UAT site
Work Folder experience: Open the Demonstration folder
Note: If you don't have a testing folder, click + Add to create one. Ensure the Group selected is a "Demonstration" or UAT/Testing site.
Workflow-first experience: Select the Demonstration site from Groups
Click Start Workflow
Select the correct Workflow Category
Open the workflow you are testing
🛠️ Step 2: Complete the Workflow (Field Testing)
Complete the workflow end-to-end and check:
Flow:
Questions appear in the expected order
Routing follows the intended path
Questions:
Wording is clear
Spelling is correct
Response options make sense
Logic:
Rule-based paths trigger correctly
Stops & Interventions:
Stop or Intervention screens appear when expected
Repeat as needed to test different paths.
🛠️ Step 3: Validate the Completed Workflow (Mobile App / ANVL Workflows)
After submitting the workflow:
Stay in the ANVL Mobile App or ANVL Workflows
Confirm the workflow status shows Completed
Look for the blue circle indicating completion
Open the completed workflow
Review the Completed Workflow
Verify the following:
☐ All responses are visible
☐ Responses are grouped under the correct categories
☐ Categories appear in a logical order
☐ Answers reflect what was entered during completion
📝 Test the Notes Experience
Click Add Note (top-right corner)
Complete the Notes questions when prompted
Save the note
Confirm:
Notes questions appear as designed
The note is added to the workflow
The note appears under the correct category
This ensures the post-completion experience works correctly for users.
🛠️ Step 4: Validate Stops & Interventions (ANVL Manager)
To confirm escalations are recorded correctly:
Open ANVL Manager (
insights.anvl.com)Navigate to the Live Feed
Locate the workflow submission you just completed
Open the workflow from the Live Feed
Review:
Interventions triggered
Stops triggered
Confirm they match the workflow design and intent
This step verifies that what users see in the field is reflected correctly for managers and reviewers.
Testing Best Practices
Test more than one path (normal flow + edge cases)
Test at least one Stop or Intervention scenario
Fix issues in the workflow before publishing again
Re-test after making changes
👉 If your workflow uses Custom Scoring, include scoring checks as part of testing:
→See Validate & Troubleshoot Custom Workflow Scoring
🚦 What to Do Next
If issues are found:
Update the workflow
Re-publish to Demonstration / UAT
Test again
If testing passes:
Publish the workflow to Production sites
🔑 Key Takeaways
Always test workflows in Demonstration / UAT
Sign out and back in to see recent updates
Test flow, questions, logic, Stops, and Interventions
Verify escalations in ANVL Manager
Never skip testing before production release