Program Leads (Mobilize & Editor)
Create, configure, test, publish, and maintain workflow templates using Mobilize and Editor.
By Lauren and 1 other2 authors48 articles
Getting Started
Use for orientation, access, and basic understanding of the toolset.
What is a Program Lead in ANVL?Understand what you own, what you influence, and how to align workflows across your organization.
How do I get access to manage workflow templates?Learn how to request the right access so you can manage and improve workflows in ANVL Mobilize and Editor.
How do I access the Workflow Editor and Mobilize?Learn how to access Mobilize AI and Editor to Create and Manage Workflows.
What is Mobilize AI?Mobilize AI is ANVL’s workflow creation tool, designed for program leaders and administrators who build and manage frontline procedures.
What is a workflow made of?Understand the core building blocks that make up an ANVL workflow.
What are workflow routes?Learn how routes control the path users follow through a workflow.
What are the categories in a workflow?Organize questions within a workflow so users can complete and review them easily.
How do I navigate the Workflow Editor?Find drafts and published workflows, understand what you’re looking at, and know where to click to make changes.
How do I manage workflows in Mobilize and Editor?Manage and edit your Anvl workflows.
Creating Workflows
Use for net-new workflow creation and copying from existing templates.
How do I create a new workflow using Mobilize?Generate a new workflow draft quickly using AI, documents, or voice input.
How do I build a complex branching workflow with Mobilize AI?This guide explains how to create workflows with multiple levels of branching logic where users make sequential selections that determine which questions they see.
How do I copy or create a new workflow from an existing one?Reuse an existing workflow as the starting point for a new, separate workflow.
Why isn’t Mobilize creating questions from my uploaded file?
Why is my file failing to upload in Mobilize?If your file fails to upload or process in Mobilize, the most common cause is file size or file structure limitations.
Editing Workflow Structure
Use for modifying templates, questions, routes, names, and media.
How do I configure a workflow template?Make changes to an in-progress workflow template before it is published.
How do I change a workflow template name?Easily update the name of workflows in the Editor.
How do I embed media in workflow questions?Easily add reference material to any question prompt in ANVL
What are the different workflow question types?Overview of available question types and when to use each.
What are the different workflow question types in Editor and when should I use each?
How do I configure rule-based workflow routes?Control how users move through a workflow based on their responses.
How do I use advanced workflow logic?Use advanced workflow logic when the standard Rule Builder is not enough for the condition you need.
How do I start one workflow from another workflow?Use Launch New Workflow when completing one workflow should immediately start a second workflow.
How do I configure a workflow to automatically create an Intervention?Configure an Intervention when you want a workflow response to automatically log a finding that requires follow-up or monitoring.
How do I delete a published workflow template?Safely remove a published workflow by coordinating with ANVL Support.
How do I delete a workflow draft?Remove an in-progress workflow draft that is no longer needed.
How do I configure a workflow to trigger a Stop or Stop Work?Configure a Stop when a workflow response should identify a condition where work must not continue until the issue is addressed.
Publishing & Testing
Use for safe release management and validation.
Why did I get a duplicate workflow when publishing changes?A duplicate workflow is usually created when Create is selected during publishing instead of Update.
How do I publish an existing workflow to a new Group?Make an already published workflow available to additional sites or groups.
How do I update an existing workflow without creating a duplicate?Updating a published workflow lets you improve wording, logic, or usability without creating duplicate templates.
How do I publish a workflow to a Demonstration (UAT) site?Safely release workflow changes for testing before production rollout.
How do I test a workflow?Verify workflow behavior before releasing changes to production users.
How do I validate workflow behavior before production release? (Test Case Template)Use this template to validate workflow behavior in a Demonstration (UAT) site before production release.
How do I publish a workflow to Production sites?Release an approved workflow to live users after successful testing.
Workflow Design & Quality
Use for better workflow authoring, reporting readiness, and adoption quality.
How can I design workflows that prevent “pencil whipping”?Learn how to design workflows that encourage thoughtful participation and produce higher-quality data.
How do I decide what data my workflow should capture?Learn how to decide which questions and data points belong in a workflow so it supports reporting, compliance, and real program decisions.
Advanced Configuration & Integrations
Use for advanced reporting, tagging, scoring, and system integrations.
How do I configure the Frontline Operations (ANVL)–Incident Management integration?This integration streamlines incident reporting by allowing frontline workers to submit reports through ANVL mobile workflows that automatically create incidents in Benchmark Gensuite Incident Management.
Reporting & Analytics (Workflow Configuration)Understand how tags, scoring, and workflow design impact reporting, analytics, and insights in ANVL.4 articles
Strength Score & Workflow QualityLearn how to design, configure, and validate Strength Score to measure workflow quality, discourage rushed submissions, and align scoring with program intent.5 articles
Custom Workflow ScoringLearn how to design, configure, test, and validate custom point-based scoring so workflow results can be compared, prioritized, and acted on reliably.3 articles