Coordinate Multi-Person Work with Collaborative Workflows

Instead of relying on paper forms, separate conversations, or manual follow-ups, teams can now build handoffs and approvals directly into a Frontline Operations workflow. Each person completes their assigned section, while prior responses, ownership, timestamps, comments, and approval status remain connected to one workflow record.

Collaborative Workflows allow a workflow to move intentionally from one user to another.

For example, a frontline worker may begin a pre-job safety assessment, hand it off to an EHS leader for review, and then send it to a supervisor for final approval before work continues.

Each participant can review the workflow context before completing their section, including previous answers, comments, photos, videos, signatures, timestamps, and approval decisions.

Frontline work often involves more than one role. A static form may capture information, but it does not always make it clear who owns the next step, whether a review is complete, or whether work is approved to continue.

Collaborative Workflows help teams:

A technician starts a pre-job safety assessment before beginning high-risk work.

The technician completes the first section, documents hazards, adds photos, and signs the workflow. At the handoff point, the technician assigns the workflow to an EHS leader.

The EHS leader receives a text and email notification, opens the workflow, reviews the technician’s responses, adds comments, and approves the review section. The EHS leader then hands the workflow off to a supervisor for final approval.

The supervisor receives a notification, reviews the full workflow context, and chooses whether to approve or deny the workflow.

If the workflow is approved, all collaborators are notified and work can continue. If the workflow is denied, all collaborators are notified and the issue must be resolved before work proceeds.

Collaborative Workflows are useful when work requires multiple contributors, sequential ownership, or formal approval.

Common examples include:

When a user reaches a handoff step, they select the next collaborator and send the workflow to that person. The assigned collaborator receives a text and email notification with a link to continue the workflow.

The next collaborator can open the workflow from the notification, review previous responses, and continue from their assigned step.

Collaborators can see:

Until the next assigned user picks up the workflow, the current owner may be able to reassign it to another user.

Managers and leaders can monitor Collaborative Workflows from the Live Feed in the Manager Dashboard.

From Live Feed, users can open the workflow record and review the full audit trail, including each participant’s responses, timestamps, approval decisions, comments, media, and workflow status.

Live Feed filters make it easier to focus on Collaborative Workflows by status, such as approved, pending, denied, or lapsed.

Managers can also review completed workflows, export workflow records, and create follow-up actions when corrective action is needed.

Collaborative Workflows use text and email notifications to keep work moving.

A user may receive a notification when:

Notification wording may still reference ANVL in some environments while Frontline Operations branding is being updated.

Use Collaborative Workflows for processes where ownership, timing, or signoff matters.

Before publishing a collaborative workflow, confirm that each handoff or approval step has clear instructions, the right users are available for selection, and all participants understand what they are expected to review before moving the workflow forward.

For high-risk work, use approval steps to make the decision point explicit. This helps teams avoid ambiguity and gives leaders a complete audit trail of who reviewed the work, when they reviewed it, and what decision they made.