Administrative Help

Creating Auto Health Update Rules

By default, a project manager updates the workspace health status manually. If you want workspace health to be updated automatically, you need to create at least one Auto Health Update rule. When an auto health rule is applied, only the projects in State "In progress" are modified. All others (Archived, Cancelled, completed, not started, on hold) are not modified.

Auto Health Update rules are configured by workspace type, and apply to all workspaces of that type. Auto Health Update rules can be created based on conditions related to Task schedule, Approvals, or Issues.

The project manager can still update the workspace health status manually, but while the rule exists and any of the trigger conditions for the rule have been met, the health of the workspace will continue to be reset during the regularly scheduled automatic updates.

CREATING AN AUTO HEALTH UPDATE rule:

On the Administration Home page, under workspace types, click Workspace Types List.
In the list of workspace types, click on the name of the workspace type for which you want to create an Auto Health Update Rule.
Scroll down the properties page to Auto Health Settings.

A list of existing Auto Health Conditions displays. Note: If no conditions have been created, the list is empty.

Check the checkbox to Enable Auto Health Updates.
Specify the default behavior of the Auto Health Settings when no conditions are met.
Click the Set Auto Health Conditions button. This will open a new page.
From the Select a Condition list, select what the new condition will be associated with. Options include: Document Approvals, Issues, Tasks, and Status Update.

The Condition Type you select affects what settings appear on the screen.

Click Save to save and activate the condition.
Note: To deactivate the condition you must delete it.