Health Timeline

This is the help text the console shows in the help panel on this page.

The Health Timeline shows what has changed for one client organization over time: score changes, alerts, offboarding, expiring items, new evidence and audits. Open it from Open Timeline on the client’s card in the Portfolio.

What you see

• Since your last review — an AI summary of what happened since you last looked.
• Signal Digest — the number of signals since the last review.
• Event rows tagged with badges such as SCORE ▲, SCORE ▼, ALERT, RESOLVED, REVIEW, OFFBOARD, EXPIRED, EVIDENCE, ENROLLED, REVIEWED and AUDIT. If nothing happened you see No events in this period.

Actions

• Mark as reviewed — records the review; the page then shows Last reviewed with the date (or Not yet reviewed).
• Open in full context — switches into the client’s own workspace.
• Back to Portfolio — returns to the list.

When you are ready to report to the client, continue to the Board Pack.