Program Leads (Mobilize & Editor)
Create, configure, test, publish, and maintain workflow templates using Mobilize and Editor.
By Lauren and 1 other2 authors53 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.
- Capture Structured Text and Numeric Data in a Table QuestionThe Table question type lets users capture repeatable, structured data in a workflow.
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.
- How do I copy and paste workflow questions and routes in the Editor?Use copy and paste in the Workflow Editor to quickly duplicate one or more nodes in a draft template. This is helpful when you need to reuse similar questions, logic…
- Configure Collaborative Workflows in the EditorWorkflow Managers can create Collaborative Workflows in the Frontline Operations Editor by adding Handoff and Approval question types to a workflow.
- How do I configure a Collaborative Workflow?A Collaborative Workflow allows multiple users to complete different sections of the same workflow by using Handoff and Approval questions.
- What are Collaborative Workflows?Collaborative Workflows allow multiple users to complete different sections of the same workflow by passing work between collaborators and requesting approvals when required.
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.
- 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