Flags are how Fortis Pulse surfaces metrics that need your attention — a number that's fallen outside a healthy range, or a risk your advisor has flagged. The Flags & Actions page gathers every active flag alongside the action items your advisor has assigned you, so you can see at a glance what needs handling this period.
💡 Tip — Who can use this Available to all clients. Find it under Flags & Actions in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | Read your flags and acknowledge actions |
Step 1 — Read your flags and advisory actions
Click Flags & Actions in the sidebar. The page has two parts: your Active Flags and your Advisory Action Items.
Active Flags are cards showing metrics that have crossed a threshold:
- The severity (for example, a high or red flag) and its status (Active, Acknowledged, or Dismissed).
- The metric name, its current value versus the target, and the pillar it belongs to.
- A short advisory comment from your partner explaining what it means.
Advisory Action Items are the tasks your advisor has asked you to handle — each with a description, an owner, a due date, the partner who raised it, and a status. For items assigned to you, click Acknowledge to mark that you've seen and accepted the action.
📝 Note — Flags come from your submitted data A flag appears when a metric you submitted falls outside the healthy range defined for your framework. No submitted data means no flags — but also no score. Submitting complete data each period is what keeps your flags accurate.
💡 Tip — Flags are tied to a period Use the period selector in the header to view a different month's flags. Each period shows only the flags raised from that period's data.