Scoring in Audits

Scoring turns a completed Audit into a number you can compare across Sites, teams and time periods. Account Owners set scores on the answers in an Audit template, and Vatix works out the question, section and overall scores when the Audit is submitted.

Classic version: scoring

Which questions can be scored

Scoring is set on 'Single / Multiple Choice' questions. You give each answer option a points value, and the question, section and overall scores are all worked out from those values.

To score a yes or no check, use a 'Single / Multiple Choice' question with 'Yes' and 'No' as its options, and give each one a score.

How to add scoring to a question

1. Go to 'Audits' > 'Form Templates'.
2. Open the Audit template you want to score.
3. Find the question you want to score, or click '+ Add Question' to add one.
4. Select 'Single / Multiple Choice' from the response type dropdown on the right of the question. The response sets saved in this template appear underneath.
5. Click '+ Add New' to build a new response set, or click the pencil icon on a saved set to edit it.
6. Turn on 'Enable Scoring'. A 'Score' column appears next to your options.
7. Type the answer text and the score it earns, then click '+ Add Option'. Repeat for each option.
8. Turn on 'Allow multiple answers' if the auditor should be able to select more than one option.
9. Click 'Save Options', then click the response set to apply it to the question.
10. Click 'Save' when the template is ready to use. For a new template, click 'Create'.

How the score is worked out

Each scored question is worth a maximum number of points:

The answer earns the score of every option the auditor selects. Section scores add up the questions in that section, and the overall score adds up the sections. Questions left unanswered aren't counted, so they don't change the score.

For example, a 'Housekeeping standard' question with 'Good' worth 2, 'Acceptable' worth 1 and 'Poor' worth 0, where only one option can be selected, is worth 2 points. An auditor who selects 'Acceptable' scores 1 out of 2, which is 50%.

Every option carries a score, and a new option starts at 0. So set a score on each one, including any option such as 'Not applicable'. On a question where only one option can be selected, giving 'Not applicable' the same score as the best available answer means that answer scores full marks for the question.

Where you see the score

Scores are calculated when the Audit is submitted, so they appear on the submitted Audit rather than while the form is being filled in.

On a submitted Audit you'll see:

• the overall score in the header and on the 'Overview' tab
• a score for each section on the 'Form' tab
• a score next to each scored question that was answered
• all of them in the PDF export

Section and question scores read as the points earned out of the points available, followed by the percentage, for example 14/20 | 70%.

In the Vatix app, a submitted Audit shows the 'Overall Score' on its 'Overview' tab, and a score for each section on its 'Form' tab.

New version: scoring

Which questions can be scored

Scoring is set on dropdown questions. You give each answer a score, and the question, section and overall scores are all worked out from those values. The ready-made Yes / No / N/A, Pass / Fail / N/A, Safe / At risk / N/A and Good / Fair / Poor / N/A dropdowns can all be scored.

How to add scoring to a question

1. Go to 'Audits' > 'Templates' and open the template.
2. Click the question you want to score, or click 'Add question' to add one.
3. Click the response type and choose a dropdown, or click 'New dropdown' to write your own answers. To change the answers already on the question, click 'Edit these answers'.
4. Select 'Score these answers'. A 'Score' column appears next to the answers.
5. Enter the score each answer earns. Leave the score blank for an answer that means not applicable, such as 'N/A'.
6. Click 'Save'.
7. Click 'Publish' when the template is ready to use.

Each question keeps its own answers and scores, so changing the scores on one question doesn't change any other question. On a Yes / No / N/A question, 'N/A' always counts as not applicable, so it has no score to set.

How the score is worked out

Each scored question is worth a maximum number of points:

The question earns the score of every answer the auditor selects. Section scores add up the questions in that section, and the overall score adds up every scored question in the Audit, shown as a percentage.

A blank score and a score of 0 work differently:

• Blank means not applicable. If the auditor chooses that answer, the whole question is left out of the score, so it counts neither for nor against the result.
• 0 still counts. The question stays in the total and earns nothing out of what it was worth.

Questions left unanswered aren't counted either.

For example, a 'Housekeeping standard' question with 'Good' worth 2, 'Fair' worth 1, 'Poor' worth 0 and 'N/A' left blank is worth 2 points. An auditor who selects 'Fair' scores 1 out of 2, which is 50%. An auditor who selects 'N/A' takes the question out of the score altogether.

Where you see the score

Scores are calculated when the Audit is submitted, so they appear on the submitted Audit rather than while it's being filled in.

On a submitted Audit you'll see:

• the 'Overall Score' at the top, as a percentage with the points underneath, for example 44 / 50 points
• a score for each section on the 'Answers' tab, for example 18/20 | 90%
• a score next to each scored question that was answered
• all of them in the PDF export

You can also add a 'Score' column to the list in 'Audits' > 'Overview' from 'Columns'.

In the Vatix app, a submitted Audit shows its 'Score' at the top, as points and a percentage, for example 44 / 50 · 88%.

What the score colours mean

In both classic and new Audits, the colour of a score reflects the percentage, so you can pick out the weaker results at a glance:

Related articles

• How response types work in Audit Form Templates
• How to add and manage questions in an Audit Form Template
• How to complete an Audit