Level 3 learning path
Workflow Builder
Design how work flows around Anchor: map the steps, set roles and boundaries, plan approvals and exceptions, and keep answers accurate over time. The exercises are planning work for your team; a workflow builder is not a feature of Anchor today.
4 lessons, in orderAbout 32 minutesBest for: Owners and leads who organise how a team works with Anchor
What you will be able to do
- Map a business workflow and mark which steps Anchor supports today.
- Choose roles that give people the access they need and no more.
- Plan approval and exception paths before they are needed.
- Run a simple routine to evaluate answers and keep data accurate.
Before you start
- Practitioner level, or hands-on experience with Anchor.
- Owner or admin access is needed to change roles or approve suggestions; reading the lessons needs nothing.
Curriculum
Each lesson has objectives, teaching material, an illustrative example, a practical exercise, a recap and a three-question knowledge check.
- 1Mapping a business workflowDraw how a question, a quote or an order moves through your business, and where Anchor fits.Lesson 1 · about 8 min · Not completed
- 2Permissions and business-data boundariesGive each person the access they need, and understand what keeps each business’s data separate.Lesson 2 · about 8 min · Not completed
- 3Approval and exception handlingPlan who approves what, and what happens when something does not go as expected.Lesson 3 · about 8 min · Not completed
- 4Evaluating answers and maintaining data qualityA repeatable routine to check answers and keep the records behind them accurate.Lesson 4 · about 8 min · Not completed
