When a client submits data, Fortis Pulse raises diagnostic flags for metrics that fall outside healthy ranges. As a partner, you review these flags, add your advisory commentary, and set each one's status before publishing. This guide covers editing flags in the review workspace.
💡 Tip — Who can use this For advisory partners, in a client's review workspace.
Quick reference
| Step | Action |
|---|---|
| 1 | Review each flag, add commentary, set status |
Step 1 — Edit flags
In a client's review workspace, the Diagnostic Flags section lists every flag the system raised for the period — the metric, severity (amber or red), the actual value versus target, and the owning pillar.
For each flag, you can:
- Add advisory commentary — a written explanation of what the flag means and what you recommend. This is what the client will read.
- Set the status — Active (still relevant), Acknowledged (seen and accepted), or Dismissed (intentionally set aside).
Use the AI Compose / AI Enhance button on the commentary field if you want Pulse AI to draft or polish your text (this is a platform service and doesn't cost the client tokens).
📝 Note — Flag commentary is published to the client Whatever you write in a flag's commentary is visible to the client once you publish the period. Keep it clear, actionable, and professional.
💡 Tip — Dismiss flags deliberately If a flag reflects a known, accepted situation (for example, a deliberate seasonal dip), set it to Dismissed rather than leaving it Active — that signals to the client that you've reviewed it and it's not a concern.