Creating an account/team health check template

You can create custom health models for your team or your entire account. 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

Navigate to the TEAM HOME page.
Go to SETTINGS, HEALTH CHECKS then NEW HEALTH MODEL.
Go to Customizing your template.

To create an organization-wide custom health model

Navigate to your account HOME page. (Make sure this is at the organization level, not the team home page.)
Go to SETTINGS, click HEALTH CHECKS then CREATE HEALTH MODEL.
Go to Customizing your template.

Customizing your template

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 a COLOR SCALE depending on your preferred design style.

You can define each of the DIMENSIONS which your team can respond to. You can ADD/DELETE dimensions or use the DRAG HANDLE to drag and drop to reorder them.

Click CREATE HEALTH MODEL.

Managing or updating your custom health model