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Understanding the Assessment Dashboard

You can view all the assessments taken by all teams in your company (or the teams you have permission to see) by visiting the Assessments Dashboard. To get there, after logging into AgilityHealth®,  click on the Assessments Dashboard in the top navigation.

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From this dashboard, you can easily see which teams have taken assessments or have them scheduled and what the response rate has been. Keep in mind that the number of responses and percentage includes both team members and stakeholders. Stakeholders tend to respond less frequently than team members.

The Assessment Dashboard view is only available for Company Admins, Business Line Admins, and Team Admins.

Filter Assessments

Once on the Assessments Dashboard, you'll see you are on the Assessment List tab. Here you can filter the assessments in many different ways.

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You can choose to filter assessments by one of the options in the drop-down list for Assessment Type or Batch. Additionally, you can type an assessment name, team name, or team tag into the search bar to filter that way. 

The Export button can be used to export a list of your assessments into Excel. The columns displayed on the screen are the columns that will download into Excel.

Click the down arrow next to any column title and use the menu options to sort a column in ascending or descending order. You can also select and deselect which columns you can see on the dashboard by hovering over Columns in the menu options and simply checking or unchecking the appropriate columns.

Assessment list columns


Edit or Delete Assessments

At the end of the row for any assessment, you can edit assessment details by clicking the Edit button or delete the assessment by clicking on the down arrow next to Edit and choosing Delete.

The Send Email function that appears in the drop-down is not yet functional. This will allow you to send an email to team admins and facilitators.

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If you click on the Edit button, you will be taken to the edit assessment screen where you can edit assessment details, update team members or stakeholders and enter assessment notes after facilitating a retrospective for the assessment. Learn more about editing an assessment.

There are two other tabs available to some users on the Assessments Dashboard. Learn about the Scheduler tab or the Batches tab

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