# 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

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### Navigate to Health Assessments

Open the Health Assessments section in the product.
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### Select the scope

Choose one of the following:

* Entire organization
* Specific project
* Specific area
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### Run Assessment

Click **Run Assessment** and wait for the analysis to complete.
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### 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

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{% step %}

### Open a finding

Click on a finding to view more details.
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### 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
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### Inspect individual items

Click items in the evidence list to view their details.
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## 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

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### Review the recommendation

Assess if the recommendation applies to your context.
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### Accept or Dismiss

* Click **Accept** to implement
* Or **Dismiss** if not applicable
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### Track progress

Monitor which recommendations were addressed and their outcomes.
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## Assessment History

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{% step %}

### Open History

Go to **Health Assessments** and click **History**.
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### Review past runs

See previous assessments with details such as:

* Date and time
* Who triggered it
* Overall score
* Key findings
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### Compare scores

Use history to compare scores over time.
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## 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