Creating and Amending Audit Scoring Types (New and Improved Audits)

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.