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What are Work Folders in ANVL Insights?

What is a "Work" and how does it function?

J
Written by Jeff Mann
Updated today

Answer

Work Folders are used to organize related workflows for a job, site, customer, or other unit of work. Think of a Work Folder like a file folder that holds all related workflows and activity in one place. Your organization may or may not have Work Folders enabled.

Employees added to a Work Folder can view the workflows in that folder, including the details captured, and can add additional workflows to it. They can also add other employees from the same group to the folder. In this way, Work Folders can also be used to limit visibility to a specific group of users.


Steps

View Work Folders

  1. Open ANVL Insights.

  2. Select the Work Folders tab.

  3. Review the folders available for your group.

Create a Work Folder

  1. Open the Work Folders tab.

  2. Select Create Work Folder.

  3. Enter the required details.

  4. Select Create Work Folder.

Manage Work Folders

  1. Open the Work Folders tab.

  2. Search for a folder by Work ID if needed.

  3. Use the available filters to narrow the results.

  4. Open the folder you want to review or update.

  5. Select Modify if editing is allowed for your role.


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