Audit Checklist/Form Scoring

Updated 

Scoring happens on the checklist only when Enable Scoring is enabled at the checklist level which adds the support to associate points w.r.t to the options.​

Scoring is supported on these Item Types:

  1. Picklist

  2. Multi-Picklist

  3. Checkbox

  4. Radio Button

  5. Rating Scale

Checklist Scoring happens at three different levels to get an overall audit score.

​Item Score

Item Score is calculated as the overall points received to the maximum achievable points in the item. The maximum item score can be 100 irrespective of the individual item points.

The Manual Audit Checklist also supports Negative Scoring. The manual Checklist builder supports question either positive, negative or combination of positive and negative questions.

The Item score calculation logic is governed on the following Item Types:

1. Picklist Type Questions

General Formula → Option Selected / Maximum of Positive Points.

If both Negative and positive questions are present then there will be validation that the sum of maximum and minimum score should be 0.

Let's take an example of a Picklist type Checklist Item:

a. All Options Non-Negative

Options → 10, 5, 0
Selected Option → 5
Score = (5/10 )*100 = 50

b. All Options Non-Positive

Options → -15, -5, 0
Selected Option → -5
Score = (-5/|-15|) *100 = -33.33

c. Both Positive and Negative Options

Options → 20, 10, 5, 0, -5, -10, -10, -20
Selected Option → -10
Score = [(-10)/(20)]*100 = -50

2. Multi-Picklist Questions

General Formula → Sum of Options selected/ Sum of Positive Points.

If both Negative and positive questions are present then there is a validation that the sum of maximum possible score and minimum possible score should be 0.

Let's take an example of a Multi-Picklist type Checklist Item:

a. All Options Non-Negative

Options → 10 ,5, 0
Selected Option → 5
Score = [5/(10 +5+ 0)] *100 = 33.33

b. All Options Non-Positive

Options → -15, -5, 0
Selected Option → -5
Score = (-5/ |-15 - 5 - 0| ) *100 = -25

c. Both Positive and Negative Options

Options → 20, 10, 5, 0, -5, -5, -10, -15
Selected Option → -10, 5
Score = [(-10+5)/(20+10+5)]*100 = -14.28

Category Score

Category Score is calculated as the weighted sum of the item scores within the Category.

Lets take an example of a Category which contains 3 items. The item scores and weightages are mentioned below.

  • Item 1 → Score = 75, Weightage = 10

  • Item 2 → Score = 50, Weightage = 5

  • Item 3 → Score = 100, Weightage = 5

Here the category score will be 75, which is calculate as (75*10 + 50*5 + 100*5)/(10+5+5)

Final Audit Score

Final Template Score is the calculated as the weighted sum of the Categories Scores.

Lets take an example of a Checklist with 3 categories with Category scores and weightages as below.

  • Category 1 → Score = 85, Weightage = 10

  • Category 2 → Score = 50, Weightage = 15

  • Category 3 → Score = 100, Weightage = 5

Here the Final Audit Score will be 70, which is calculate as (85*10 + 50*5 + 100*5)/(10+15+5)


Note:

  • Maximum Score is 100 and minimum score is 0. Evaluation Scores are calculated as a % value.

  • If a question is Category Level Critical and If its score is evaluated to 0 then the entire category’s score becomes 0.

  • If a question is Template Level Critical and If its score is evaluated to 0 then the entire audit score becomes 0.

  • If the question is marked as NA (Not Applicable) then this question is excluded from Scoring calculation entirely.