Business Health presents the workspace health information made available to your role. It complements detailed operational reports rather than replacing their source records.
Steps
- Open the available Business Health view.
- Review the displayed summary and attention items.
- Open the linked customer, booking, invoice, employee or setting area where available.
- Use the source record and its current status to resolve the underlying work.
Important
An attention item is a prompt to review a condition. It does not change the source record or resolve the issue automatically.
Use attention items as links to evidence
An attention item highlights a condition worth checking. Open the linked source area, confirm the current record and resolve the underlying task through its normal workflow rather than relying on the summary alone.
Review scope and timing
The view reflects the workspace data and permissions available to you. If a figure looks unexpected, compare its period and source records before treating it as a data error.