Check Compliance for Health Literacy advisor.

akguj — Fri, 20 Mar 2026 12:42:28 GMT

I have a task in the SAM Success activity details that requires checking compliance for the Health Literacy Advisor . Could you please guide me through the steps to complete this task?

Re: Check Compliance for Health Literacy advisor.

SAMfluencer — Fri, 20 Mar 2026 15:39:28 GMT

Hi @akguj ,

Could you share a screenshot of the task card and the Health Literacy Advisor software model record?

Regards,

Abby

Re: Check Compliance for Health Literacy advisor.

akguj — Mon, 23 Mar 2026 06:13:31 GMT

Hello @SAMfluencer
Please find below screenshots.

Re: Check Compliance for Health Literacy advisor.

SAMfluencer — Mon, 23 Mar 2026 12:04:46 GMT

Hi @akguj ,

Based on your screenshots, Here's how to work through it:

Step 1 - Identify the Software in SAM Pro

Navigate to SAM Pro → Software Models and search for "Health Literacy Advisor". You're looking for:

The normalized software model
The publisher it's mapped to
Any existing entitlements linked to it

Step 2 - Check Installations

Go to License Workbench or Software Installtion Table

Filter by the software name / publisher
Review the Installed Quantity vs. Entitled Quantity

If the software isn't appearing in the workbench, check whether Discovery has picked it up via cmdb_sam_sw_install.

Step 3 - Validate Entitlement Records

Navigate to Entitlement and search for Health Literacy Advisor:

Is there an active entitlement record?
Is the metric correctly mapped?
Is the entitlement linked to the correct software model?

If no entitlement exists, you may need to create one manually or flag it as a gap.

Step 4 - Confirm and Update the Success Activity

Once you've reviewed compliance posture:

Open SGAT0001007
Update the Description field with your findings - e.g., "Health Literacy Advisor - X installs found, Y licenses entitled. Position: compliant/under-licensed. Action taken: [created entitlement / flagged for procurement / etc.]"
Add a Work Note summarising what you confirmed
Change State from Open -> Closed Complete (CLosed Skipped) if the software is no longer in scope)

Since this is 1 of 10 activities on the success goal, once SGAT0001007 is closed, check if the remaining 9 are progressing. But closing activities keeps the Status: In Progress moving toward completion and helps track actual vs. projected savings..

If this helped - amazing, you're welcome, go click Helpful and Accept as Solution. If it didn't - well, at least you learned what not to do. Either way, we grow.

Cheers, Abby

ITAM Principal Solution Architect

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Check Compliance for Health Literacy advisor.

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Re: Check Compliance for Health Literacy advisor.