The Assessment is your health check of each client, item by item, against your own standards. Its items sit in groups such as Network, Security/Compliance and Software, and the grades you give them make up the client's Health Score. The items that aren't healthy are where your recommendations come from.
Filling it out
Work through the Assessment in the client's Report, in Build mode. Click an item to edit it:
Grade: how healthy it is today. Pick one of your template's grades.
Status: what you found. Type it, or click one of the suggested options under the box.
Risk: what could go wrong. Type it, or pick an option.
Solution: what you recommend. Type it, or pick an option.
To start with the essentials, filter Item Tags to 1. Fundamentals.
To put an item back to how the template has it, hover over the item and click Reset item (the undo arrow).
Important: Reset item also unlinks any Initiatives linked to that item.
Seeing an item's details
Hover over an item to see icons next to its name for what the template says about it: the Item Description, the Health Standard, the Reference Instructions and the Reference Link. Click one to open the side panel, or the link icon to open the link. Grade against the Health Standard, so every client is held to the same bar.
An icon that says "No ... Defined" means that field is empty in your template. An Administrator, Manager or Builder can fill it in on the template.
Using the client's data
When an item is related to a Flexible Item Group in your template, such as backup jobs or antivirus coverage, the client's items from that group show right under the item while you grade it, along with their health. Use them to grade with real data instead of memory.
If nothing shows under an item, either the item isn't related to a group or the Report doesn't have the Technology Part. If the group shows 0 items, the client has no data there yet, and that's often a finding in itself.
How the Health Score works
Each grade either counts as healthy or it doesn't, and some grades, such as Not Applicable and Question, are left out of the Health Score altogether. Each item also has a weight from 0 (no effect on health) to 5 (extra large effect), set in the template. The default is 3.
The Health Score is the weight of the healthy items divided by the weight of all the graded items that count. For example, three graded items weighted 5, 3 and 2, where the 5 and the 2 are healthy, score 7 out of 10: 70%.
Each group gets its own score the same way. The overall score is worked out across every item, not as an average of the group scores. Items you haven't graded yet don't count, so finish the Assessment before you read too much into the score.
The Health Score shown next to each client in the list on the left of the Strategy module comes from that client's most recent Report on your default template, the one with Default Template ticked on its Details tab in Settings > Templates > Strategy. Each user sets their own default. If your default is a template you don't run Reports on, that list shows no scores, so check that box first.
Good to know
Your template sets the items, grades, weights and suggested options. Changing them is covered in Configure the Report.
Ask Arya can suggest a Grade and Status for you. See Arya AI Assessment Assistant.
To hide a whole Assessment group on this client's Report, hover over the group in Build and click its eye icon, Hide Group. The group stays in Build but is left out of Present, Display, Print and PDF. There, amounts on its items also drop out of the Budget and Roadmap. In Build they still count.
Manual Item and Manual Group, above the Assessment in Build, add an item or a group to this client's Report only. Your template and your other clients don't change. Manual items and groups are copied forward to the client's next Report with the rest of the Assessment.
Next: Your Clients' Technology