Creating and renaming a custom health model
You can create a custom health model for your team or for your organization. To create a custom health model, you'll need to be a Team Admin or Account Owner.
Creating a custom health model
Creating a template on the team level means that it will only be visible to the team.
Creating a template on the account level means that it will be available to all teams in the organization. You can also choose the default health check for all teams.
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 account level custom health model:
1. Navigate to the account HOME page.
2. Go to SETTINGS, click HEALTH CHECKS then CREATE HEALTH MODEL.
Select a BLANK template or an existing template to customize.
4. Choose the style of health check you would like.
- If applicable, you have the option to choose from a range of COLOR SCALES that you wish to use.
NUMERIC - A numerical scale that allows people to indicate a min or max response. The minimum value can also be negative if desired.
HAPPINESS- A traffic light style using negative, neutral or positive emoticons for people to respond to.
MATRIX - A survey style model that allows you to add a descriptor for each numerical response.
LIKERT - A model where each dimension has its own relative scale (i.e. Strongly Agree —> Strongly Disagree).
6. In the dialog that appears, you can pick a name for your new health model and customize each of the health dimensions - this is the information that will be presented to your team members while they complete the health check survey.
Please note: Once a health model has been used; removing dimensions may result in the loss of previous health ratings for that dimension, and adding questions will result in gaps in the health rating history.
7. After clicking CREATE HELATH MODEL, the template will appear in your CUSTOM health check library.
If you are on an ENTERPRISE level account, this health check will be added to your account dashboard where you can track the overall progress of the health of your teams over a period of time, as well as generate team health reports.
Managing your custom health model:
Navigate to your team HOME —> SETTINGS —> HEALTH CHECKS.
Select the health check model that you would like to update, click the OPTIONS icon (3 dots) on the upper right hand side of the health check. Select EDIT HEALTH MODEL if you would like to rename or modify the template.
- RENAME your health model.
