Please note - this user guide is in reference to the Enhanced Audit functionality.
Reading time 3 mins
Introduction
Audit Scoring Types allow you to provide a scoring mechanism to your audits. All audits are marked out of 100%. If the user answers all scored questions positively, they will score 100%, or should they fail on half the questions they would score 50%, and so on...
Using Scoring Types, you can set threshold from 0%-100% to provide your auditors with named score, e.g., “Required Improvement”, or “Outstanding” depending on their final overall score.
Navigating to Your Audit Scoring Types
- Navigate to the Administration panel.
- Select the option ‘Audit Scoring Types’ under the category ‘Enhanced Audits’.
- Here are your existing Audit scoring types.
Creating a New Audit Scoring Type
- Select ‘Create new audit scoring type’.
- Provide a name for your scoring type. We recommend something clear to understand as only the title will be visible when assigning your Audit Scoring Type to your Audit.
Text Options
- Enter the names of the different scores available for your audit. You will begin with two and selecting ‘Add threshold’ allows you to add in more options.
- In our example we have four scoring ranges for our audit: Inadequate, Requires Improvement, Good and Outstanding
Lower and Upper Bounds
- These are your scoring bounds. If an audit score falls into the threshold band, it will be assigned that text.
- The scores rank from 0% to 100%. Use the Upper Bounds to create a scoring structure which reflects how you wish the audit to be scored.
- For example:
- Inadequate audits are those scoring between 0% - 50%
- Requires Improve applies to audits scoring between 51% - 70%
- Good audits are those scoring between 71% - 95%
- Outstanding audits must score 96% - 100%
- Use the bounds to add your choice scores.
Text and Background Colour
- When an audit has been complete the auditor will be able to see their score in a stamp at the top of the page. You can choose the colour of this stamp and accompanying text.
- In our example we are going to use a RAG system moving from red, through orange, yellow and finally green. However, select the choice which would best apply to your organisation.
- Select “Save” at the bottom of the page to complete your Audit Scoring Type.
Updating Audit Scoring Types
- Navigate to the Audit Scoring Types and select the one you wish to update.
- Make your amends to the scoring type and select “save” to complete.
- Please note your changes will be applied to all previous and future audits using this scoring type.