Editing A Completed Health And Value Assessment

Editing a Completed Health and Value Assessment #

If you need to make changes to a completed Health & Value Assessment in Propel Your Business, you can edit both the report details and the answers directly from the dashboard.

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Step 1: Navigate to the Assessment #

1. Go to your Health & Value Assessment Dashboard.
2. Click on the assessment you want to edit.

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Step 2: Edit Report Details #

1. In the top right-hand corner, select Edit Report.
2. You can now modify:
   • The individual’s name and email address who completed the assessment.
   • The company name and link it to a company already in your firm.
   • The owner of the assessment and anyone it’s shared with.
   • Any campaigns or tracking tags associated with this assessment.

Click Save once updates are complete.

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Step 3: Edit Assessment Answers #

1. Navigate to the Answers section within the same assessment.
2. Review each category and make any edits or corrections needed.
3. Save changes as you go.

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Step 4: Editing Health Scores #

If you need to update the Health Score, this is done separately:

• Go to the Health Section of the dashboard.
• Edit the score values directly there to ensure the updates are reflected correctly in all related dashboards.