ANVL Insights (Manager Dashboard)
Review activity, manage assignments, users, Vault content, and site-level operations in ANVL Insights.
By Lauren and 2 others3 authors60 articles
- What is ANVL Insights?The ANVL Manager Dashboard (also known as ANVL Insights) is designed for site leaders, supervisors, and operational managers to review frontline activity, take action, and connect ANVL data to the…
- What is the Live Feed?Find up-to-date information about Workflows and users in Live Feed.
- What is a Stop in ANVL?tops are used to highlight issues that may require immediate review or action. Learn more about how to identify and review Stops.
- What is a Flag in Anvl?A Flag is a way for frontline users to call attention to concerns that may need follow-up or review.
- What are Assignments?How to use the Assignments feature in Anvl.
- What are Work Folders in ANVL Insights?What is a "Work" and how does it function?
- What are Messages in ANVL Insights?Learn more about the Messages icon in ANVL.
- How do I clear cache and cookies in my browser?Clearing your browser's cache and cookies can resolve issues with website loading, formatting, and slow performance.
- What is an Intervention (Exclamation Point Icon) in Anvl?An Intervention highlights a situation that may require action based on frontline user responses.
- Why Can’t I Log in to ANVL Insights?You might need to update your browser, start a new tab, or use a different browser.
- What do the icons in Live Feed mean?This legend can help you quickly interpret the status of workflows based on their icons and color-coding in the Live Feed.
- How do I use Live Feed filters to find workflows?Use the filters in Live Feed to narrow workflow results by group, date, escalation type, workflow, status, user, review status, or connected Benchmark Gensuite records.
- How do I export a workflow from Anvl Insights?Need to print or download a completed workflow to share? These steps will help.
- Why can’t I find a workflow in ANVL Insights?Encourage users to connect to the internet often.
- Coordinate Multi-Person Work with Collaborative WorkflowsCollaborative Workflows help teams manage frontline work that requires input, review, or approval from more than one person.
- How do I monitor Collaborative Workflows in Live Feed?Use the Collaborative Workflows filter in Live Feed to view workflow records that involve multiple collaborators.
- How do I review responses in a Collaborative Workflow?Collaborative Workflows maintain a complete audit trail of every response entered by each collaborator.
- How do I monitor and view Approvals in Live Feed?Use the Approvals panel in Live Feed to monitor workflows that contain an Approval question.
Findings & Corrective Actions
Articles in this collection explain how to review findings, manage corrective actions, and track follow-up to resolution.
Work Folders
Articles in this collection explain how to use Work Folders in ANVL Insights to organize work, review folder activity, manage access, and keep related workflows together by job, site, or customer.
- How do I update a Work Folder?Need to add users or change work details? Easily update Work on the Web
- How do I add myself to Work on the manager dashboard?If you need to complete a workflow in the same Work folder as another employee, follow these steps.
- How do I view workflows in a Work Folder?Use ANVL Insights to open a Work Folder and view the workflows inside it. You can search by Work Folder name or Unique ID, but the search works as a…
Assignments
Create and Manage Workflow Assignments and Schedules.
- How do I assign a workflow?Use Assignments in ANVL Insights to assign a workflow to one or more people. This is best for one-time assignments.
- How do I modify an assignment?Use Assignments in ANVL Insights to update the details of an existing assignment.
- What are assignment schedules?Assignment schedules are recurring assignment rules in ANVL Insights that automatically create assignments on a set cadence.
- How do I schedule recurring assignments?Create and manage recurring assignments using Schedules in ANVL Manager to automatically assign workflows on a set cadence.
- How do I modify a recurring assignment schedule?Update an existing Schedule in ANVL Manager to change how future assignments are created.
- What are Team Assignments?Assign any workflow to cohorts of users
- How do I assign workflows to a group of users (Team)?Walkthrough of how to create Teams & Assignments
- What does Expire on Due Date mean in an Assignment Schedule?Expire on Due Date means the assignment can no longer be submitted after its due date passes. Use this option when late completion should not be allowed.
- What does Create Assignments Now mean in an assignment schedule?Create Assignment Now creates the first assignment immediately instead of waiting for the first scheduled cycle.
- What are these "Generated by Assignment" Work Folders?Generated by Assignment folders are Work Folders the system creates automatically when an assignment is created without selecting a specific Work Folder.
- How do I reassign an Assignment?Reassign an Assignment when the responsible person changes, such as when someone is temporarily away from work, changes roles, or is no longer the right owner for the task
Vault
Guidance on how to add and modify content in the Vault.
- How do I add content to the Vault?Upload and manage site-specific documents and links in the Vault.
- How do I modify Vault content?Update existing Vault content for a site.
- What should I use the Vault for?Use the Vault to share reference content that frontline users may need while completing work in Frontline Operations (ANVL Workflows).
- How do I add a new user in ANVL Insights?Learn how to create a new user account in ANVL Manager so a new hire can access workflows and site resources.
- How do I resend a Welcome Email for a user?Learn how to resend a Welcome Email when a new user’s temporary password has expired before first login.
- How do I inactivate a user in ANVL Insights?Learn how to inactivate a user account in ANVL Manager when someone no longer needs system access.
- How do I change a user’s language setting in ANVL Insights?Learn how to update the system language for a user in ANVL Manager and understand what the language setting does and does not affect.
- How do I reactivate a user account in ANVL Insights?Re-activate an inactive ANVL user to immediately restore platform access.
- How do I modify a user in ANVL Insights?Learn how to update a user’s profile, access, and site assignment in ANVL Insights.
- How do I add a user to multiple Groups?Does some one on your team need access to multiple Anvl groups?
- How do ANVL permissions work?Understand how ANVL permissions work, what Site-Level Admins can assign, and when to involve a Business Administrator.
- How do I move a user from one Group to a another?Did someone in your department change locations?
- How do I remove Supervisor status from a user?Learn how to remove Supervisor criteria so a user can be successfully inactivated. Resolve "One or more users are supervisors" error.
- How do I create a Team?Build a cohort of users for your Group
- How do I modify a Team?Update or inactivate Teams on the Users Page
My Account & Preferences
Articles in this collection explain how to manage your own account details, settings, and notification preferences in ANVL.
- How do I see responses to specific workflow questions?Use the Workflow Drilldown Report in ANVL Insights to analyze and trend responses to specific workflow questions.
- How do I find a report on interventions?Quickly see leading indicators rolled up in one view.
- How can I export or download workflow data?This guide will walk you through the steps to export your workflow data from the ANVL Manager Dashboard.
- What is Strength Score?Understand how Strength Score helps encourage thoughtful workflow completion and improve data quality.
- What do the fields in the Live Feed extract mean?This article defines each of the fields available in the Live Feed workflow extract.
- How do I use workflow export data for reporting and analysis?Learn how to use the Live Feed Extract to track workflow completion.
- How do I calculate compliance scores using workflow data?A step-by-step guide to calculating compliance scores using the Live Feed Extract.
- What is the Workflow Summary Report?Use the Workflow Summary Report to find workflow information faster.
- How can I use the Analytics tab in ANVL Insights?Anvl will visualize critical data for your team to review on the Analytics tab.