Fortis Pulse computes pillar scores from the client's submitted metrics using a formula — but your judgment as an advisor may differ. You can override any pillar's computed score with your own, along with a reason. This guide shows you how.
💡 Tip — Who can use this For advisory partners, in a client's review workspace (FORTIS-framework clients).
Quick reference
| Step | Action |
|---|---|
| 1 | Override a pillar score with your judgment |
Step 1 — Override a score
In a client's review workspace, after computing scores, the Health Scores section shows each pillar with its computed value. To override one:
- Pick the pillar you want to adjust.
- Enter your new score (0–100).
- Optionally add a reason explaining why you're overriding the formula.
- Save the override.
The pillar's displayed score updates to your value, and the composite score recalculates using the overridden value. The override and your reason are recorded in the edit history for transparency.
📝 Note — Overrides are logged Every override is captured in the workspace's edit history with the actor and timestamp, so there's a clear audit trail of where scores came from — computed or overridden.
💡 Tip — Use overrides sparingly and explain them Overrides are powerful but should reflect genuine advisory insight, not just a preference for a higher number. Always include a reason — it helps the client (and your colleagues) understand why the displayed score differs from what the raw data would suggest.