> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Traffic Light settings

> Turn on Traffic Light Review, define each status, set the weekly review prompts and write statuses to your PSA.

**Audience:** MSP administrators with Client Health settings **manage** access. These settings apply to your whole tenant.

Open **Settings > MSP Tools > Scoring**, then select the **Traffic Light** tab. The page title is **Client Health**. Changes are saved with **Save Changes** in the page header. Switching tabs with unsaved changes asks you to discard them first.

For how staff use the statuses day to day, see [Run a Traffic Light Review](/user-guides/msp-tools/traffic-light-review).

## Turn it on

Switch on **Use Traffic Light Review** and save. Statuses then appear in Client Health, on the company record, on tickets and in your PSA.

Saving with the switch off hides Traffic Light Review again and removes the banners MSPortal wrote to your PSA. Statuses and history are kept, so turning it back on restores them.

## Define each status

The **Status definitions** section has a card for Green, Amber, Red and Purple. They start with the definitions from the Traffic Light Review Framework, and you can edit each one.

* **Description** and **Criteria** appear to staff when they change a status.
* **Days until next review** (Amber, Red and Purple) sets the default next review date, from 1 to 90 days.
* **Required fields** (Amber, Red and Purple) are the details staff must fill in before they can save that status.

Returning a customer to Green or removing Purple always needs an approver and a rationale.

## Set the weekly review prompts

**Weekly review prompts** are the questions staff answer when they log a review, up to 12. Answers are saved with the review in the customer's history.

## Write statuses to your PSA

The **PSA banners** section shows one block for each connected PSA: Halo PSA, Autotask or ConnectWise. MSPortal writes a banner for every customer that is Amber, Red or Purple, so technicians see it while they work tickets. Green customers without Purple get no banner.

| PSA | Banner |
| - | - |
| Halo PSA | A pop-up note on the client record. MSPortal adds its own note and leaves your other pop-up notes alone. |
| Autotask | A company alert. Choose **New Ticket alert** or **Ticket Detail alert**. If the company already has an alert of that type, MSPortal adds its section at the top and leaves your text in place. |
| ConnectWise | A flagged company note. Choose the **Note type**, or keep **ConnectWise default**. |

For each PSA you can also choose:

* **Status field:** an optional company field that receives the status, for reporting in the PSA. Map the value written for Green, Amber and Red.
* **Purple field:** an optional company field that shows whether Purple is on.

Only text and picklist company fields are listed. If a field is missing, sync your PSA fields first.

**Include owner** and **Include next review** add those details to every banner. The **Banner preview** shows a sample. Banners are written in English.

Banners update a few minutes after a status changes. Select **Sync now** to rewrite every banner and field from the saved settings, for example after changing the alert type.

## FAQs

<AccordionGroup>
  <Accordion title="Does turning Traffic Light Review off delete statuses?">
    No. It hides them and removes the PSA banners. Turning it back on restores the statuses and history.
  </Accordion>

  <Accordion title="Will MSPortal overwrite my existing Autotask alerts or Halo pop-up notes?">
    No. MSPortal only edits its own marked section or note and leaves your other text and notes in place.
  </Accordion>

  <Accordion title="Why is a PSA missing from PSA banners?">
    The section only lists PSAs with an active connection. Connect or resume the integration first.
  </Accordion>

  <Accordion title="Why can't I pick a PSA field?">
    Only text and picklist company fields are listed. Sync your PSA fields, then reopen the page.
  </Accordion>
</AccordionGroup>


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