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To create a Pulse Check, click Pulse in the top navigation of AgilityHealth®. Your options may look different, depending on your user type. Not all users can create a Pulse Check. Results are not viewable to team members; users in admin roles are able to view them.

You can also create a Pulse Check from a team's Assessment Dashboard, using the green Add an Assessment button. If the team has already completed a team assessment, Pulse will display as an assessment type in the pop-up. Selecting this option will take you to the same Pulse Check dashboard as using the Pulse icon in the top navigation.

Once you are in the Pulse section, you may see a blank screen. This is because the team that is selected in the left navigation does not have any Pulse Check assessments. That team could be an Enterprise Team or a Multi-Team, which are not allowed to have Pulse Check assessments. To create a Pulse Check, click the blue Add Assessment button in the upper right corner.

Reminder: A team must have completed a team-level assessment previously, in order to be included in a Pulse Check. If the Add Assessment button is greyed out, the team is not eligible for a Pulse Check. 

Create Pulse Check

The create assessment screen is where you will name your Pulse Check (remember to make it unique!) and also pick the assessment type you wish to pick questions from, for example, TeamHealth®.

After you have selected the assessment type, a list of dimensions, sub-dimensions, and competencies will appear below. Use the carrots to expand and collapse the sections. Check the box for each section of questions you wish to include in your Pulse Check.

Once you have checked a box, the questions that pertain to that dimension, sub-dimension, or competency will appear on the right side of the screen. The questions that appear will include all possible questions for that selection, regardless of work type or team member role.

After checking the boxes for the questions you wish to include, click Next.

Select Teams

On the Select Teams page, you will be able to select the teams you wish to receive this Pulse Check. If a team member is on more than one selected team, they will receive multiple emails inviting them to take each team's Pulse Check and will need to take the Pulse Check for each team. You cannot select which team members receive a Pulse Check, all team members will receive the Pulse Check. Stakeholders do not receive Pulse Checks.

The teams that will show in the list are only those you have permission to create an assessment for and those that have previously taken a team assessment.

Once you have selected your teams, click Next.

Set Schedule

Once your questions and teams are selected, you need to set the schedule for the date and time the Pulse Check emails will be sent and the assessment is open for responses, along with if and how often you want the Pulse Check to be repeated. You will also decide how long the assessment will be open for answers, which is known as the assessment period.

Please Note:

If a Pulse Check is created and set to repeat, each time a team takes that Pulse Check, the results for each Pulse Check will be displayed on the same timeline for the team. This allows you to see over time how the scores from questions for the same dimension of a radar assessment change over time.

If a Pulse Check is created from scratch for the same team each time the team needs the assessment, you will view the results from each Pulse Check individually. Results from different Pulse Checks do not roll up for a team. 

If you choose for the Pulse Check to be repeated, you can choose an end date or a number of occurrences.

Once you have set the schedule for your Pulse Check, click Next.

Review & Publish

On this page, you can review your previous choices and click the pencil icon to edit any of the previous steps. When you're ready, click Publish. Emails will be sent to the team members to take the Pulse Check on the date and at the time you selected.

Upon clicking Publish, a pop-up will appear to ask you to confirm your choice.

Learn what email is sent to team members for Pulse Checks and how to review Pulse Check results.