This article is intended for workflow editors and administrators with permission to manage workflows.
Who Can Create & Edit Workflow Tags
Workflow tags generally are available to:
Workflow Editors
Program Leaders (EHS, Safety, Quality, Operations)
Users with workflow management permissions
If you don’t see tag fields, contact your ANVL administrator to confirm access.
What Are Workflow Tags?
Workflow tags tell ANVL’s reporting tools what data should be reported and how it should be grouped.
They allow you to:
Aggregate data across multiple workflows
Identify trends across sites and programs
Power Power BI and analytics reporting
👉 Think of workflow tags as “reporting labels.”
Two Types of Workflow Tags
ANVL supports two levels of tagging:
1. Workflow-Level Tags (Required for Reporting)
Workflow-level tags define how an entire workflow is reported.
These tags typically include:
reportName – the name used in reports
workflowType – groups similar workflows together (e.g., JSAs)
Language – defines language of that workflow template
📌 Important:
If a workflow does not have workflow-level tags, its data will not appear in reporting tools.
Mobilize AI automatically adds these tags, but you can edit them if needed. Make sure the tags are in valid JSON format.
2. Question-Level Tags (Powerful for Analysis)
Question-level tags allow you to aggregate responses to similar questions across different workflows.
For example:
PPE checklists in multiple workflows
Hazard identification questions
Electrical safety checks
If multiple questions share the same tag, ANVL reporting can roll them up together—regardless of workflow, site, or user.
👉 Think: “Show me every time this question was asked.”
Why Question Tags Matter
Most organizations ask similar questions across many workflows.
Question tags let you answer questions like:
What PPE issues are most common?
Where are hazards most frequently identified?
Which checks trigger the most escalations?
Instead of reviewing workflows one by one, or only by group or site, question tags let reporting tools aggregate answers automatically.
How Tags Appear in Reporting
Once tags are applied:
They become filters (slicers) in Power BI on the Escalations & Actions Page
You can drill down from trends → questions → individual workflows
Escalations and issues can be traced back to specific responses
This turns workflow data into actionable insight, not just records.
Best Practices for Workflow Tags
Use consistent tag names across workflows
Reuse tags for similar questions
Apply workflow-level tags to every reportable workflow
Let Mobilize AI pre-populate tags when possible
In Summary
Workflow tags:
Enable reporting and analytics
Aggregate data across workflows
Reveal trends at scale
Power Power BI and advanced insights
Hierarchy shows where work happened. Tags show what is happening across your programs.
