Customizing your health checks
You can create custom health models for your team or your entire organization. These will be available as a template from the health model library under the CUSTOM tab.
- Team-Level Template - Visible only to the specific team where it’s created.
- Account-Level Template - Available to all teams across the organization. You can also set this as the default health check for all teams.
To create custom health models, you must be a Team Admin or an Account Owner.
Note: Once a health model has been used, removing dimensions may result in the loss of past ratings. Adding new dimensions will create gaps in your rating history.
To create a team-level custom health model
1. Navigate to the TEAM HOME page.
2. Go to SETTINGS, HEALTH CHECKS then NEW HEALTH MODEL.
To create an organization-wide custom health model
1. Navigate to your account HOME page. (Make sure this is at the organization level, not the team home page.)
2. Go to SETTINGS, click HEALTH CHECKS then CREATE HEALTH MODEL.
How to customize your health check template
- Choose a BLANK template or use an existing one form the CUSTOM, STANDARD, COMMUNITY or AI templates.
2. Enter your HEALTH MODEL name.
- Select your STYLE.
- NUMERIC - A number-based scale where responses can range from a set minimum to maximum. Negative values are supported.
HAPPINESS - A visual traffic light scale using emoticons to indicate negative, neutral, or positive sentiment.
MATRIX - A survey style model that allows you to add a descriptor for each numerical response.
LIKERT - A model using the 5-point Likert Model (i.e. Strongly Agree —> Strongly Disagree).
You can also choose from your COLOR SCALE depending on your preferred design style.
5. You can define each of the DIMENSIONS which your team can respond to. You can ADD/DELETE dimensions or use the MOVE HANDLE to drag and drop reorder them.
5. Click CREATE HEALTH MODEL. Your new model will now appear in your account-wide/team-level custom health models.
If you are on an Enterprise plan, your custom health check will also appear in your account Insights or Reports. You can track the overall progress of the health of your teams over time, and generate reports across teams.
Managing or updating your custom health model
Note: Once a health model has been used, removing dimensions may result in the loss of past ratings. Adding new dimensions will create gaps in your rating history.
- Go to your team’s HOME page —> SETTINGS —>HEALTH CHECKS.
- Find the model you’d like to edit. Click the OPTIONS menu (three dots) on the top right. Select EDIT HEALTH MODEL to update.
You can EDIT, PREVIEW, CREATE NEW LIKE THIS (duplicate), or DELETE your health models.
- Once you have made edits to your health model, SAVE the template and the changes will be reflected in health checks going forward.