System uses health indicator in a few cases:
At first, we have a report health score, which is shown near the company name in the companies list and near the reports in the reports list.
Also the system calculates health for item groups in the assesment tab.
And finally, system calculates the health level by items within a given tag to build a widgets (Last report health and Progress chart widgets).
How to set up Health level calculation
Step 1 - Setup Grades
System counts health according to the Grades which the User fill in on the Assesment Tab.
The user can setup the grade on Settings - Templates - Open Template - Grades Tab.
There are two important settings:
Include in Health:
The system skips unchecked values and does not take into account the item in the calculation
Healthy:
The system includes these items in calculation with value = weight * 1
Step 2 - Setup items
Go to template and setup health weight for items.
You can only use 0-5 scores.
Step 3 - Put grades in the report
To see the result you should mark with a grade every item in the report.
By default every item wil be marked as “Question” and the Healthscore will be “0”.
How the system calculates the weighted average in report:
Items marked with a grade with the Healthy type are taken into account as 1 * Weight of the item.
Items marked with a grade with unchecked 'Healthy' value - are taken into account with zero value (weight is not important).
Items with an unmarked grade are skipped, not included in the calculation.
Health with weight - see excel example
In the widgets system uses the same approach but only uses the items with specified tags. System looking for items with selected tag in all groups.