Environments are the top-level containers for your Welkin configuration and data. Each environment has its own Designer configuration, user permissions, and patient data — environments are fully isolated from each other.
Sandbox
Testing and development. Use this to build and validate new workflows, automations, and configurations before promoting them to Live.
Live
Production environment with real patient data and active care workflows.
Most organizations maintain at least one Sandbox and one Live environment. Some add additional sandboxes for specific projects or client testing.
The Environments tab in Admin lists all active environments with:
Environment name and description
Created date and last updated date
Environment type (Sandbox or Live)
Schema size
An option to show or hide archived environments
Click the three dots (⋯) in the right-hand column for any environment to:
Open in Designer — navigate directly to that environment's Designer configuration
Edit — update the name, type, or description
Archive — deactivate the environment (can be restored; archived environments are hidden by default in the list)
Click the + Environment button in the upper left
Enter:
Environment Name
Environment Type — Sandbox or Live
Description (optional but recommended)
Click Submit
The new environment is immediately available. Navigate to its Designer to begin configuration.
To promote a Designer configuration from Sandbox to Live (or between any two environments), use the Export feature in Designer. See Export Designer Configuration for steps.
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