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Create audit with score based on the recipient’s response

Adding a scoring system to your audit templates enables automatic risk assessment based on respondent answers. The scoring feature allows you to set risk levels, assign weightings to sections and questions, and generate comprehensive risk evaluations that help prioritize follow-up actions.

When creating an audit template (Settings > Visit audits > Create template) you can choose to enable score on the audit. The score is based on the recipient’s responses. If you wish to include a score simply click "Enable score". 

Enable score

Risk levels and intervals  
When you enter the template draft you now have to select which risk levels should be included in the template. Furthermore, you have to set the percentage intervals that determine the vendors risk level based on the responses provided.

You can add as many risk levels as you would like. The default levels are "High" and "Low" but you may for example want to add "Very high", "High", "Moderate", "Low" and "Very low". Simply click "Add new interval" and change the title and icon so it matches your desired intervals.

Now you will have to set the percentage intervals that determine the respondents risk level based on the provided answers. As the vendor score increases, the associated risk level should decrease. So if the answers provided scores 100% the vendors should typically be placed within the risk level "Very low" and vice versa. 

Section weighting
Assign a percentage weighting to each section - if you use section within your audit. The total weighting for all section must add up to 100%. For instance, you can distribute the weight evenly with four sections at 25% each. Alternatively, you have the flexibility to assign different weights, such as having three sections at 20% each and the fourth section at 40%.

Question weighting
Assign a percentage weighting to the question. The total weighting for all questions must add up to 100%. For instance, you can distribute the weight evenly with four questions at 25% each. Alternatively, you have the flexibility to assign different weights, such as having three questions at 20% each and the fourth question at 40%.

Answer option weighting
Assign a percentage weighting to each answer option. The weighting can range from 0% to 100% on each answer option. For instance, you might have the answers option “Yes” having a weighting of 0% and the answers option “No” having a weighting of 100%.


Total weighting
The total weighting shows how far you are with the weighting of your template. You can only activate the template when the total weighting is 100%. It is the combined weighting of your questions that determines the template's total weight. If you use sections, the progress bar is determined by the weighting of the sections. For a section to count, the questions within that section must also add up to 100%.

When your audit template is activated you're ready to send it.