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What should I confirm before using the ANVL REST API to extract data? (Checklist)

Use this template before building or expanding an ANVL REST API use case. Complete as much detail as possible so your business, technical, analytics, security, and support teams are aligned before implementation begins.

Written by Lauren Baird

Answer

Use this template before building or expanding an ANVL REST API use case to extract data from ANVL. Complete as much detail as possible so your business, technical, analytics, security, and support teams are aligned before implementation begins.


Steps

1. Business Goal


What business question, report, process, or integration will this API use case support?
Response:

What decision, workflow, or operational process will improve once the API is in use?

Response:

Use case type (select one or more):

☐ Reporting
☐ Analytics
☐ Data warehouse loading
☐ System integration
☐ Supported Work Item automation
☐ Other: ___________________________


Is this need already covered by ANVL standard reports, Power BI reports, exports, or custom reporting support?

☐ Yes
☐ No
☐ Unsure


Notes:


2. Data Scope


Which Groups or sites are in scope?

Response:


Which workflows are in scope?

Response:


What ANVL data objects are needed?

☐ Organization data
☐ Groups / sites
☐ Users
☐ Workflows
☐ Workflow responses
☐ Work Items
☐ Work Item Categories
☐ Other documented API objects: ___________________________


What historical date range is needed?

Response:


Is this a one-time backfill, ongoing sync, or both?

☐ One-time backfill
☐ Ongoing sync
☐ Both


Notes:


3. Destination System


Where will the ANVL data go?

☐ Power BI
☐ Tableau
☐ Snowflake
☐ Azure
☐ SQL Server
☐ Data lake
☐ ERP
☐ Work order system
☐ Internal application
☐ Other: ___________________________


Who owns the destination system?

Name / Team:


How will the data be used in the destination system?

Response:


4. Refresh Cadence


How often does the data need to update?

Select one:

☐ Daily
☐ Hourly
☐ Weekly
☐ Near-real-time
☐ Other: ___________________________


Is near-real-time access truly required?

☐ Yes
☐ No
☐ Not applicable


Would a scheduled refresh meet the business need?

☐ Yes
☐ No
☐ Unsure


What business risk exists if the data refresh is delayed?

Response:


5. Ownership

Complete the ownership table before implementation begins.

Role

Name / Team

Contact

Business owner

Technical owner

Destination system owner

Analytics / BI owner

Security owner

Validation owner

Support owner after go-live


6. Security


Who will receive and manage API credentials?

Response:


Where will credentials be stored?

Response:


Has internal IT or security review been completed?

☐ Yes
☐ No
☐ Not required by our organization


Who can access the extracted ANVL data?

Response:


How will credential rotation be handled?

Response:


How will credential revocation be handled if ownership changes?

Response:


Reminder: Do not store API credentials in source code, Excel files, shared folders, emails, BI report files, or other unmanaged locations.


7. Validation Plan


What ANVL source will be used to validate the API data?

Select one or more:

☐ ANVL report
☐ Power BI report
☐ Export
☐ ANVL screen
☐ Other: ___________________________


What filters must match during validation?

Filter

Validation value

Group / Division

Date range

Workflow

Status

User, if applicable

Timezone assumption

Who will confirm the API results are correct?

Name / Team:


What result must match before the API use case is considered validated?

Response:


8. Support Readiness


Who will troubleshoot subscriber-side code, jobs, dashboards, data pipelines, or destination system issues?

Response:


What logs will be captured?

☐ Endpoint
☐ Timestamp
☐ Status code
☐ Record count
☐ Job or run ID
☐ Failure reason
☐ Retry attempts
☐ Other: ___________________________


Who will open support requests if escalation is needed?

Name / Team:


What information will be included in a support request?

☐ Endpoint
☐ Timestamp and timezone
☐ Request parameters, excluding secrets
☐ Response code
☐ Error message
☐ IDs involved, such as Group, workflow, user, or Work Item IDs
☐ Date range used
☐ Expected result
☐ Actual result
☐ Pagination status, if applicable
☐ Whether the data appears in ANVL reports, exports, or screens


9. API Documentation Review


Has the team reviewed the ANVL API documentation site and OpenAPI documentation?

☐ Yes
☐ No


Which endpoints are expected to be used?

Response:


Are the needed fields, parameters, and response structures documented?

☐ Yes
☐ No
☐ Unsure


Notes:


10. Readiness Decision

Your team is likely ready to use the ANVL REST API when each item below is confirmed.

Readiness item

Confirmed

Use case is defined

Technical owner is assigned

Data scope is clear

Destination system is known

Security owner is identified

Validation method is defined

Support owner is assigned

API documentation has been reviewed

Final Recommendation

☐ Ready to proceed
☐ Not ready yet
☐ Needs additional scoping


Reason / notes:

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