Health Assessments Overview

Health Assessments provide an AI-powered analysis of your project and organizational health.

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

1

Navigate to Health Assessments

Open the Health Assessments section in the product.

2

Select the scope

Choose one of the following:

• Entire organization

• Specific project

• Specific area

3

Run Assessment

Click Run Assessment and wait for the 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

1

Open a finding

Click on a finding to view more details.

2

View Evidence

In the finding, open the Evidence section to see the actual data that triggered the finding, such as:

• Overdue tasks

• Open issues

• Missing milestones

3

Inspect individual items

Click items in the evidence list to view their details.

Recommendations

Based on findings, you receive actionable recommendations:

• Quick Fixes — Immediate actions

• Process Improvements — Longer-term changes

• Playbook Steps — Guided procedures

• AI Suggestions — Proposed actions

Acting on Recommendations

1

Review the recommendation

Assess if the recommendation applies to your context.

2

Accept or Dismiss

• Click Accept to implement

• Or Dismiss if not applicable

3

Track progress

Monitor which recommendations were addressed and their outcomes.

Assessment History

1

Open History

Go to Health Assessments and click History.

2

Review past runs

See previous assessments with details such as:

• Date and time

• Who triggered it

• Overall score

• Key findings

3

Compare scores

Use history to 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 the following permissions:

• 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