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nameStaged rollout notice
Info

Please be informed that the new navigation and some features (like Health Index) might not yet be available on your on-premise environment right now, but they it will be there soon.

Concept of Health Status Dimensions

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Health application provides a simple way to indicate a unit status with a traffic-light color: Red, Amber, or Green.

In general, GREEN means that unit health goes well, AMBER indicates a state with known and manageable risks, and RED alerts about occurred issues or high probability of heavy loss or failure. Each color corresponds to a certain range of Health Index (see below).

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  1. To report the Overall status, click the respective icon: RED, AMBER, or GREEN.

  2. Update Health Index if needed.

  3. Report Forecast status.

  4. Optional. Add a comment Provide summary and action items. To learn more about action items, see Action Items.

To update the Health index, do one of the following:

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To keep the Overall status actual, update it as soon as the situation with unit health changes.Image Removed

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To update the Overall status:

  1. Set an actual Health Index of Overall status.

  2. Set an actual Health Index of Forecast status.

  3. Optional. Add a comment Provide summary and action items.

  4. Optional. Add a link to the external report.

NOTE: The ability to keep links to external reports is a subject of configuration.Image Removed

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To report sub-statuses:

  1. Open an appropriate status dimension sidebar by clicking an appropriate segment in Health Status Dimensions radial chart.

  2. To report sub-status, click the respective icon:

RED, AMBER, or GREEN.

  1. Optional. Add a summary and action items.

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To review a status, who, and when updated it, click the respective dimension on the Dimension panel. On this panel, you can find information about all sub-statuses. On hovering over any status you can find additional information.Image Removed

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Note

Status Expiration Period

Unit overall status and sub-statuses can expire after a certain period of time. After this period the system displays the status as outdated and requires the status update.

The expiration period is subject to application configuration.

If a status (Overall or a sub-status) outdatesoutdated, it is to be reported again. In Health Status dimensions outdated statuses are grey with a frame that shows the previously reported status color. On a status card, you can see when the status will expire/expired, if the expiration period is configured for this status.

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How to Comment on Statuses

If you want to ask something about the status provided, suggest or add anything, without becoming a reporter of a status, you can add comments to any status. Besides, it's possible to comment on a status that has not been provided yet.

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To comment on a status:

  1. Click a comment icon to the left of the Provide Status button.

  2. Enter any text you want to add in the opened sidebar.

  3. Select "Leave Comment".

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Example of Usage

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  • Alignment with Client
    Displays how effectively project leadership collaborates with the client. 

  • GDPR Compliance
    Displays how a project complies with GDPR regulations.

  • Quality
    Displays how a project meets the agreed customer's requirements of quality.

  • Scope
    Displays how the project scope corresponds to the agreed scope.

  • Schedule
    Displays status of how actual delivery makes progress according to the delivery plan.

  • Team Retention
    Displays result of comparison of planned team retention with actual situation. 

  • Team Performance
    Displays result of comparison of planned team performance with actual situation. 

  • WFH Impact
     Displays impact of Work from Home mode on a project.

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  1. Health Beats: Overall status and Forecast dynamics.

  2. Health Status Dimensions with eight dimensions configured in five groups.

  3. Overall status with current summary, action items and a link to an external report.

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