Overview
Scorable checklists transform traditional audit questions into weighted performance measurements. Instead of relying only on simple pass/fail results, you can assign scores, weights, and ranges to generate meaningful analytics. This allows you to measure compliance, identify gaps, and track performance improvements over time.
Understanding Scorable Checklists
What Makes a Checklist Scorable?
Scorable checklists assign numerical values to response types and interpret results within defined performance ranges:
Weighted questions: Each question can carry a different level of importance
Response scoring: Different answers yield different point values
Maximum scores: Define the total possible points for each question
Performance ranges: Interpret results using Minimum, Target, and Maximum values
Compliance metrics: Generate percentage-based compliance scores
When to Use Scorable Checklists:
Performance evaluations: Measure facility or team performance over time
Compliance scoring: Generate numerical compliance reports for stakeholders
Benchmarking: Compare performance across locations, teams, or time periods
Improvement tracking: Quantify the impact of corrective actions and training
Regulatory reporting: Provide numerical compliance data to regulatory bodies
Enabling Scorable Features
Activating Scoring for a Checklist:
Navigate to Checklists from your main menu
Select a checklist and click "Edit Checklist"
Open the Settings tab within the checklist editor
Toggle ON "Scorable" to enable scoring features
Configure scoring parameters: Max Score, Weight, and Range Values
What Happens When Scoring is Enabled:
Responses can be assigned numerical scores based on performance criteria
Question weighting becomes available for prioritizing critical items
Range-based values (Out of Spec, Target, Within Spec) are activated
Analytics dashboards and reports become available for performance tracking
Page Weighting
Balancing Checklist Sections:
Beyond question-level weighting, Audit Now supports page-level weighting:
Each checklist page can be assigned a percentage weight to emphasize entire sections
Example distribution: Safety Protocols = 40%, Quality Assessments = 30%, Documentation = 10%
Page weights combine with question weights to calculate overall checklist scores
Ensures fair distribution of scoring across the entire audit
Configuring Page Weights:
Select a page in your checklist editor
Access "Page Settings" in the right panel
Set "Scoring Weight" percentage for the page's importance
Balance total weights across all pages to equal 100%
Consider section importance when allocating weights
Question Weighting
Why Use Question Weighting?
Not every question has the same importance. With weights, you can:
Assign higher weight to safety-critical items for appropriate impact on overall scores
Align weights with compliance requirements to reflect regulatory priorities
Balance operational vs. administrative areas ensuring proper focus distribution
Setting Question Weights:
Select any question in your scorable checklist
Access "Scoring" settings in the question panel
Configure weight percentage (e.g., Safety-critical question → 20%, Administrative question → 5%)
Set Max Score to determine total point contribution
Balance across all questions to ensure appropriate distribution
Set Range Scores
Defining Performance Thresholds:
Set Range Scores define the numeric limits (Minimum, Target, Maximum) for scorable questions. These thresholds determine how the system interprets response values.
Range Definitions:
Minimum: The lowest acceptable performance level.
Responses below Minimum → Out of Spec
Responses between Minimum and Target → Within Spec (partial score)
Target: The desired performance benchmark.
Responses exactly equal to Target → Full score
Maximum: The highest acceptable performance level.
Responses between Target and Maximum → Within Spec (partial score)
Responses above Maximum → Out of Spec
Additional Scoring Settings
Critical Questions Settings
Critical Designation:
Critical: When marked as critical, this question appears as a critical control point in reports
Use for: Safety violations, regulatory compliance requirements, or mission-critical processes
Critical Failure Conditions:
Critical Failure Conditions: If enabled, a failed response to this question causes the entire audit to be marked as failed
Use for: Zero-tolerance items where any failure indicates systemic problems
Configuring Critical Settings:
Select a question that requires special attention
Toggle ON "Critical" to mark as a critical control point
Toggle ON "Critical Failure Conditions" if failures should fail the entire audit
Use sparingly to maintain the significance of critical designations
Decimal Precision
Score Calculation Accuracy:
Configure how precisely scores are calculated and displayed:
Decimal places: Set precision level (e.g., 0.00 for two decimal places)
Rounding rules: Determine how fractional scores are handled
Display format: Control how scores appear in reports and dashboards
Direct Score Entry for Numbers Questions
For numbers response types, you can choose Direct Score Entry as an alternative to range-based scoring.
Configuring Direct Score Entry:
Select a number question in your scorable checklist
Access Scoring settings in the question panel
Choose Direct Score Entry from the scoring method dropdown
Set Max Score and Weight as normal
Configure decimal precision if needed
Set unit of measure (None, Percentage, Currency, etc.)
How Direct Score Entry Works:
Auditor enters a numerical value during the audit
The system uses that value directly as the score, up to the defined Max Score
The score is weighted and contributes to the overall audit score
No Min/Target/Max thresholds are required for this scoring method
Transform Basic Audits into Strategic Performance Tools
With scorable checklists, your audit program becomes a comprehensive performance measurement system. Move beyond simple pass/fail results to sophisticated analytics that drive data-driven operational excellence and regulatory compliance.