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Workflow Managers

Guides for the ANVL Editor and Mobilize AI tools.

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.
Workflow Manager – Editor Admin OrientationUnderstand what you own, what you influence, and how to align workflows across your organization.
Manage Workflows: Anvl Editor & MobilizeManage and edit your Anvl workflows.
ANVL-Incident Management Integration: Configuration GuideThis integration streamlines incident reporting by allowing frontline workers to submit reports through ANVL mobile workflows that automatically create incidents in Benchmark Gensuite Incident Management.
Publish an Existing Workflow to a New SiteMake an already published workflow available to additional sites or groups.
Mobilize AI: Building Complex Branching Logic WorkflowsThis guide explains how to create workflows with multiple levels of branching logic where users make sequential selections that determine which questions they see.
Embedded Media in Workflow QuestionsEasily add reference material to any question prompt in ANVL
What Data Should My Workflow Capture?Learn how to decide which questions and data points belong in a workflow so it supports reporting, compliance, and real program decisions.
Designing Workflows That Prevent “Pencil Whipping”Learn how to design workflows that encourage thoughtful participation and produce higher-quality data.
Workflow Design Checklist: Preventing Pencil WhippingUse this checklist before publishing or updating a workflow.
Delete a Workflow DraftRemove an in-progress workflow draft that is no longer needed.
Delete a Published Workflow TemplateSafely remove a published workflow by coordinating with ANVL Support.
Update an Existing WorkflowMake changes to a published workflow while minimizing disruption to users and reporting.
Configure a Workflow TemplateMake changes to an in-progress workflow template before it is published.
Publish a Workflow to a Demonstration (UAT) SiteSafely release workflow changes for testing before production rollout.
How to Test a WorkflowVerify workflow behavior before releasing changes to production users.
Workflow Testing Test Case TemplateUse this template to validate workflow behavior in a Demonstration (UAT) site before production release.
Publish a Workflow to Production SitesRelease an approved workflow to live users after successful testing.
Advanced Workflow Logic (JSON Rules Reference)Reference guide for using JSON logic in workflow routing rules.
Configure Rule-Based RoutesControl how users move through a workflow based on their responses.
Understanding Workflow RoutesLearn how routes control the path users follow through a workflow.
Workflow Question Types ReferenceOverview of available question types and when to use each.
Understand and Use Workflow CategoriesOrganize questions within a workflow so users can complete and review them easily.
Copy or Create a New Workflow from an Existing TemplateReuse an existing workflow as the starting point for a new, separate workflow.
Creating a New Workflow Using MobilizeGenerate a new workflow draft quickly using AI, documents, or voice input.
What Is a Workflow Made Of?Understand the core building blocks that make up an ANVL workflow.
Navigating the Workflow EditorFind drafts and published workflows, understand what you’re looking at, and know where to click to make changes.
How Do I Access the Workflow Editor and Mobilize?Learn how to access Mobilize AI and Editor to Create and Manage Workflows.
Workflow Governance (Workflow Manager - Advanced)

Understand how to align workflow design, tags, and scoring across sites to support consistent reporting, usability, and program outcomes.