- Using SafetyCulture
- Templates (editing)
- Set up template scoring
Set up template scoring
Learn how to set up scoring for your inspection templates via the web app and the mobile app.
What is scoring?
Scoring is a powerful tool to give users insights into inspection performance over time. You can customize each response's score value and question's weighting depending on their importance. When it's not relevant, you can also remove scoring for response sets and questions or disable scoring throughout the entire template with just a click.
Negative scoring is not supported at this stage. If you need negative scoring in your inspection template, please let us know by providing your feedback.
What you'll need
Take note
Changes made to a custom response set's scoring apply to all questions that use the same custom response set.
Only the following response types support scoring:
Multiple-choice: Custom response set and Global Response Set
Checkbox
Slider
Template scoring can be set up in the two following ways:
Custom response sets: Score values can be assigned or removed from each response in a custom response set, not including Global Response Sets. Changes apply to all questions that use the custom response set.
Questions: Score values can be assigned or removed from a specific question by adjusting its max score value. Changes made only applies to the specific question.
Disabling scoring and re-enabling scoring will reset score values to 0.
The score value of responses within Global Response Sets can't be adjusted from their default value of 1.
You can display or hide scoring in your inspection reports by customizing your report layouts.
Published changes made to templates only apply to new inspections moving forward.
Set up a custom response set's scoring
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Select any question and click
on the right-hand side, under "Type of response".Click
on the right-hand side of the custom response set.In the side panel on the right-hand side, set up each response's scoring accordingly.
Click Save and apply.
Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select Templates at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Select any question and tap the down arrow below the question.
Tap
on the right-hand side of the custom response set.Set up each response's scoring accordingly.
Tap Save and apply.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select Templates at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Select any question and tap the down arrow on the right-hand side, under "Type of response".
Tap
on the right-hand side of the custom response set.In the side panel on the right-hand side, set up each response's scoring accordingly.
Tap Save and apply.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Set up a checkbox response or multiple-choice question's scoring
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Click
on the upper-right corner of an inspection page, next to the "Type of response" column.Check Score to show the "Max score" column.
Click the question's max score field and set up the scoring accordingly.
Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select Templates at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap Extra options on the upper-right corner of an inspection page.
Check Score to show the "Max score" field.
Select the question and tap the current max score.
Tap the question's max score field and set up the scoring accordingly.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select Templates at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap
on the upper-right corner of an inspection page, next to the "Type of response" column.Check Score to show the "Max score" column.
Tap the question's max score field and set up the scoring accordingly.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Set up a slider response question's scoring
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Click Range below the slider response question.
In the side panel, define the slider's range and the increments available to inspectors.
Click Save and apply.
Click
on the upper-right corner of an inspection page, next to the "Type of response" column.Check the Score box to show the "Max score" column.
Click the question's max score field and set up the scoring accordingly.
Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap on Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap
on the right-hand side of the slider response question and select Range.In the pop-up window, define the slider's range and the increments available to inspectors.
Click Save and apply.
Tap Extra options on the upper-right corner of an inspection page.
Check the Score box to show the "Max score" field.
Select the question and tap the current max score.
Tap the question's max score field and set up the scoring accordingly.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap on Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap Range below the slider response question.
In the side panel, define the slider's range and the increments available to inspectors.
Tap Save and apply.
Tap
on the upper-right corner of an inspection page, next to the "Type of response" column.Check the Score box to show the "Max score" field.
Select the question and tap the current max score.
Tap the question's max score field and set up the scoring accordingly.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Frequently asked questions
Negative scoring is not supported at this stage. If you need negative scoring in your inspection template, please let us know by providing your feedback.
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