Starting a Collaborative Workflow
Start the workflow the same way you would start any other Frontline Operations (ANVL) workflow.
Complete each question in your section. Add the required details, such as comments, photos, videos, signatures, or hazard controls.
When you reach a handoff step, the workflow will ask you to select the next person who should continue the workflow.
Handing off a workflow
A handoff sends the workflow to another person. Before handing off the workflow, make sure your section is complete and clear. The next person will be able to review your responses before they continue.
When you complete the handoff, the assigned person receives a text and email notification with a link to open the workflow.
After the handoff, you may be able to review your responses and see the workflow status. Until the next person picks up the workflow, you may also be able to reassign it if the wrong person was selected or ownership changes.
Opening a workflow assigned to you
If a workflow is handed off to you, you will receive a notification by text or email.
Open the link in the notification to continue the workflow.
You are not starting from scratch. You can review the previous user’s responses, comments, media, timestamps, and any other context captured earlier in the workflow.
Review the prior information carefully before completing your section.
Approving or denying a workflow
If you are assigned an approval step, review the workflow before making a decision.
Check the information that was entered before your approval step. This may include hazard details, controls, photos, comments, signatures, or prior reviews.
Choose Approved only when the workflow meets your organization’s requirements and work can continue.
Choose Denied when the workflow should not move forward as approved. When denying a workflow, add clear comments so the team understands what needs to be corrected.
What happens after approval
When a workflow is approved, the collaborators involved in the workflow are notified. The workflow status is updated, and the approved status is visible in the workflow summary and Live Feed.
Depending on how the workflow was configured, work may continue or the workflow may be completed.
What happens after denial
When a workflow is denied, the collaborators involved in the workflow are notified. The denied status is visible in the workflow summary and Live Feed.
If a workflow is denied, work should stop or remain paused until the issue is resolved according to your organization’s process.
Review the denial comments to understand what needs to be corrected.
Tracking status
Collaborative Workflows may show status indicators such as pending, approved, denied, or lapsed.
Pending means the workflow is waiting for another collaborator or approval step.
Approved means the approval step(s) was completed successfully.
Denied means the approval step was not approved.
Lapsed means the workflow wasn't completed within the expected time. Follow your organization’s guidance for what to do next.
What managers can see
Managers and leaders can view Collaborative Workflows from Live Feed in the Manager Dashboard.
They can see workflow status, who completed each part of the workflow, when responses were submitted, and what approval decision was made. This helps teams maintain visibility and accountability without relying on separate follow-up messages or paper records.