Scoring and weighting are powerful tools to give users insights into how their audits are performing over time. The final score for an item or question is always going to be Score x Weight = Final Score.
Scoring gives responses provided to a question a numeric value that you can compare against other responses for the same question.
You can have unique scoring for Question fields, Multiple Choice fields and Slider fields.
Question fields have two default answer sets:
These answer sets have the same predetermined scoring: 1 / 0 / Scoring disabled. If scoring has been disabled for a response, the response will not contribute to, or reduce, the total audit score. As such, disabling scoring for a Not Applicable response is more likely to provide an accurate overall audit score.
Multiple Choice fields allow you to set your own responses for a question (“Custom Response”). Questions fields also have a “Custom Response” function, but the number of responses is limited to 5.
When you are creating a custom response set, you can set, enable or disable the score for that particular response. In order to do so:
Drag a Multiple Choice field into the template.
Tap on the field itself, and tap on “Select a responses”.
Tap on ‘Add new response set’.
This will open the Response Editor. To add a new response, tap on the “Add Response” button at the bottom. Here you can also set scores for your questions.
When you are editing your responses, you will see a column for the response scores. There is also a checkbox against each response, allowing you to enable/disable scoring for that response. You can set your scores to any whole number, numbers with decimal points, or even negative numbers.
For multiple choice fields, you can enable ‘multiple selection’. This allows users of this template to select more than one responses in multiple choices. To do this, tap on the multiple choice field, then tick ‘Multiple Selections’.
Note: If all the custom responses have scores turned on, then by ticking ‘Multiple Selections’ mean that all the responses need to be selected before the question receives the total weighted score. If you do not require all the responses to be selected, then you can turn off scoring for all of the responses, however this will mean that this question is not scored.
Slider fields have scoring, but they operate differently to Multiple Choice and Question fields. When you drag a Slider Field into your template, you have a minimum and maximum value field, as well as the increment field. The increment, minimum, and maximum values can be any number, including decimals and negative increments.
When you encounter a slider during your audit, you can see the score/value for the field as you pull the slider across. If the slider has a weight that is greater than 1, then the value is going to be multiplied by the weight.
The heavier an item is weighted, the more it will contribute to the overall audit score. Weighting works as a multiplier for an item’s score, and can be adjusted on a per-question basis. An item can have its weighting set to 0, and this will remove that question from the total score of the audit, although the default weight for an item is always 1.
You can modify an item’s weight within the Template Editor. To do this, tap on a question item (Question Field, Multiple Choice Field, Checkbox Field, etc.) to edit the item. Using the weight icon and option to change the weighting of the question appropriately.
You can set weighting to any whole, positive number (no decimal numbers, and no negative numbers). If you set an item’s weight to 0, then it will not count towards the total score of the audit, no matter what the score has been set as for the question.
When you have completed an audit with scoring and weighting enabled, you will see the score totals, as well as a percentage value for the score. For example, if a maximum score is 10, but the audit scored a 7, then the score will appear on final reports as:
7/10 – 70%”
This percentage value is calculated by the app automatically, and you do not need to make any changes to enable this score to appear.
If scoring isn’t something that is useful to you, it’s easy to remove by unchecking the box when you are editing your response set for a single response.
However, to remove scoring from the final report, you will need to create an Export Profile. Below is a step-by-step guide on how to remove scoring altogether.
2. Click export as PDF
3. Click Customize as PDF
4. When you’re in the customization section, turn off the score in the Sections and Categories
5. Click the <Customize button to go back. This will prompt the option to name your Export Profile. Here we’ve called it ‘scoring removed’
6. Click ‘Close’ to save your Export Profile