Primary Role: Site-Level Admin
Secondary Role(s): Manager / Supervisor, Business Administrator (BA)
Learning Focus: Apply
Why It Matters
Reduces manual assignment creation
Ensures required workflows are assigned consistently
Supports long-term and recurring compliance activities
When to Do This
Assigning the same workflow on a recurring basis
Scheduling work in advance
Assigning workflows to multiple users at once
What Recurring Assignments Are
Recurring assignments are called Schedules in ANVL Manager
A Schedule automatically creates assignments based on:
Frequency
Assignee(s)
Date range
One Schedule can generate many assignments over time
Steps: Create or Manage a Schedule
Log in to ANVL Manager (
insights.anvl.com).Select Assignments.
Select Manage Schedules.
Create Schedule to add a new recurring assignment
Enter or update the Schedule details.
Select Create Schedule.
Schedule Configuration Options
Frequency
Daily
Weekday only
Weekly
Monthly
Quarterly
Annually
Number of Workflows
Set how many instances of the workflow are assigned each cycle
Example:
Daily + 3 workflows = 3 assignments created each day
Assignee
One user or multiple users
All assignees receive assignments created by the Schedule
Work Item (Optional)
Associate the Schedule to an existing Work Item
Leave blank if no Work Item is required
Date Range
Defines how long the Schedule runs
Controls how many assignments are generated over time
Create Assignment Now (Optional)
Immediately creates the first assignment
Useful for future schedules that need early visibility
Expire on Due Date (Optional)
Prevents late submissions
Assignment expires immediately after the due date
Notifications
Users receive summary emails based on due dates
If multiple assignments are due, users receive one combined email
Watch Out For…
Schedules create live assignments
Expired assignments cannot be submitted late
Changes to a Schedule affect future assignments, not past ones
What You Should See
Schedule listed under Manage Schedules
Assignments created automatically based on the Schedule
Users receiving assignments and summary notifications