video1.0<iframe src="https://www.loom.com/embed/ebc48c2f23304cdfad30d30f533746a4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ebc48c2f23304cdfad30d30f533746a4-95cfb356d36ce447.gif104.833333This Loom explains how to complete an item-by-item health assessment of a client against a consistent internal standard. In build mode, you filter item tags to fundamentals, click each item to edit, assign a grade for how healthy it is today, and fill in status, risk, and solution based on what you find. Each item has a weight from 0 to 5, and the health score is calculated as the weight of healthy graded items divided by the weight of all graded items that count, with group scores rolled into an overall score across all items. Items not graded do not affect the score, so the assessment should be finished before interpreting results.