What are Health Assessments?
Health Assessments automatically analyze your data to:
Identify risks and concerns
Measure key metrics
Compare against benchmarks
Provide recommendations
Generate an overall health score
Assessment Domains
Health Assessments cover multiple areas:
Projects
Task completion rates
Overdue tasks and milestones
Issue trends
Activity levels
Managed Services
Service request status
Response times
Integration health
Integrations
Connection status
Sync performance
Error rates
Contracts
Expiration dates
Compliance status
Key terms monitoring
Running an Assessment
Manual Assessment
Navigate to Health Assessments
Select the scope:
Entire organization
Specific project
Specific area
Click Run Assessment
Wait for analysis to complete
Scheduled Assessments
Assessments can run automatically:
Daily, weekly, or monthly
Results delivered via notification
Historical tracking enabled
Understanding Results
Health Score
Overall health is displayed as:
Green (Good) - On track, healthy metrics
Yellow (Warning) - Minor concerns, monitor closely
Red (Critical) - Needs immediate attention
Findings
Each finding includes:
Status - Pass, warn, or fail
Impact - How this affects your organization
Summary - Brief description
Details - Full explanation
Evidence - Supporting data
Metrics
Key metrics measured:
Task completion rate
Issue resolution time
Activity frequency
Document count
Milestone achievement rate
Reviewing Evidence
Each finding links to supporting evidence:
Click on a finding
View Evidence section
See actual data that triggered the finding:
Overdue tasks
Open issues
Missing milestones
Click items to view details
Recommendations
Based on findings, get actionable recommendations:
Quick Fixes - Immediate actions
Process Improvements - Longer-term changes
Playbook Steps - Guided procedures
AI Suggestions - Proposed actions
Acting on Recommendations
Review the recommendation
Click Accept to implement
Or Dismiss if not applicable
Track which recommendations were addressed
Assessment History
View past assessments:
Go to Health Assessments
Click History
See previous runs:
Date and time
Who triggered it
Overall score
Key findings
Compare scores over time
Health Controls
Assessments are based on configurable controls:
Control | What it Checks |
Task Health | Overdue tasks, completion rates |
Milestone Health | Upcoming/overdue milestones |
Issue Health | Open issues, resolution time |
Activity Health | Recent activity levels |
Document Health | Documentation completeness |
Permissions
Access to Health Assessments requires:
View: See assessment results
Run: Trigger new assessments
Export: Download reports
Configure: Modify controls
Best Practices
Regular Assessments
Run weekly assessments minimum
Review results promptly
Act on critical findings
Track Trends
Compare scores over time
Identify improving/declining areas
Celebrate improvements
Use Evidence
Drill into the data
Understand root causes
Make data-driven decisions
Follow Recommendations
Prioritize high-impact items
Track implementation
Measure improvement