Completing Workflows
By Lauren and 2 others3 authors26 articles
- How do I review, add notes to, or share a workflow?After completing a workflow in ANVL Workflows, you can review your responses, add notes, and share the workflow if needed.
- How do I complete a workflow?This article walks you through how to start and complete a workflow using the ANVL mobile app.
- Can I complete a workflow in a web browser / on a laptop or kiosk?Yes. ANVL allows you to complete workflows directly in a web browser, in addition to using the mobile or Windows app. This makes the platform device independent and accessible from…
- How do I edit or add details to a completed workflow?If you need to add additional details after completing a workflow, you can use the Add a Note feature. This is helpful when conditions change or you want to document…
- How do I save a workflow in progress?If you need to stop partway through a workflow, you can leave it In Progress and return to it later.
- Can I delete a workflow?If you selected the wrong workflow and started it unintentionally, you can delete it — as long as it has not been completed or marked incomplete.
- How can I use voice-to-text (dictation) to add details to a workflow?Voice-to-text (also called Dictation) allows you to speak responses instead of typing them. This is especially helpful for longer free-text answers in workflows. Dictation is controlled by your device settings…
- How do I add photos from my device to a workflow?If you need to attach previously taken photos to a workflow, you can upload images directly from your device’s gallery — if the workflow is configured to allow media uploads.
- How do I mark up photos in a workflow?Adding photos to a workflow is one of the most effective ways to document hazards, compliance observations, or improvement opportunities. You can use the built-in annotation tool to draw directly…
- Why is my camera app crashing when I add photos to a workflow? (Android)If your camera crashes while adding photos to a workflow, follow the troubleshooting steps below.
- Why is my camera app crashing when I add photos to a workflow? (iPhone or iPad)If your camera crashes while adding photos to a workflow, follow the troubleshooting steps below.
- How do I share a workflow?Share completed workflows with customers straight from mobile.
- Why can’t I share my workflow from Outlook on iPhone?There is a known issue within the Microsoft Outlook iOS app that can intermittently cause errors when sharing workflow PDFs from ANVL. Adjusting the app’s display settings resolves the issue…
- How do I download a PDF version of a completed workflow on Windows?If you need to save or share a completed workflow from the ANVL Windows app, you can export it as a PDF using the Share feature.
- Why are special characters not printing correctly in a workflow PDF export?When exporting to PDF from ANVL, some browsers can drop or distort special characters (Chinese, Japanese, Korean, etc.).
- Why do I receive “Failed to save answer. Please retry.” when uploading media to a workflow question?When uploading media to a workflow question in ANVL, the error “Failed to save answer. Please retry.” may appear if the uploaded file type is not supported.
- Handoff and Approval Tips for Frontline UsersCollaborative Workflows allow multiple people to complete one workflow together.
- What notifications will I receive with Collaborative Workflows?Collaborative Workflows use email and text notifications to keep work moving between collaborators.
- How do I hand off a workflow to another person?When you reach a Handoff question in a Collaborative Workflow, select the next collaborator responsible for completing the workflow and submit your section.
- How do I open and continue a workflow that's been handed off to me?When a Collaborative Workflow is handed off to you, you'll receive an email and text notification with a link to the workflow.
- How do I approve or deny a workflow?Learn how to review workflows requiring your approval and to submit the approval or rejection.
- What happens after a workflow is approved or not approved?After an approval decision is submitted, all collaborators who participated in the Collaborative Workflow are notified by email and text. The workflow status is updated and the approval decision becomes…
- How do I track the status of an Approval Workflow?Approval Workflows display a status so collaborators know whether an approval is still pending or has been completed.
- Can I reassign a workflow after I've handed it off?Yes. You can reassign a Collaborative Workflow until the assigned collaborator begins their section. If the workflow has not yet been opened by the assigned collaborator, you can reassign it…
- Why is my workflow marked Incomplete?A workflow is marked Incomplete when it remains In Progress longer than the Assessment Timeout configured by your organization.
- How do I create a Corrective Action from a workflow in the ANVL app?Log ATS Action from a workflow