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Scorable Checklists: Turn Audits into Measurable Performance Data

Convert basic pass/fail audits into advanced scoring systems that deliver quantifiable insights, compliance metrics, and performance benchmarks.

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Written by Inanc Onur
Updated over 2 weeks ago

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

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:

  1. Navigate to Checklists from your main menu

  2. Select a checklist and click "Edit Checklist"

  3. Open the Settings tab within the checklist editor

  4. Toggle ON "Scorable" to enable scoring features

  5. 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 = 30%

  • Page weights combine with question weights to calculate overall checklist scores

  • Ensures fair distribution of scoring across the entire audit

Configuring Page Weights:

  1. Select a page in your checklist editor

  2. Access "Page Settings" in the right panel

  3. Set "Scoring Weight" percentage for the page's importance

  4. Balance total weights across all pages to equal 100%

  5. Consider section importance when allocating weights

Group Weighting

Organizing Related Questions

Groups allow you to organize related questions within a page and assign collective weights to entire sections:

  • Each group within a page can be assigned a percentage weight.

  • Example: Food Storage = 40%, Food Preparation = 35%, Documentation = 25%.

  • Group weights combine with question-level weights to calculate the overall page score.

  • This provides an additional layer of scoring granularity between pages, groups, and questions.

Configuring Group Weights

Group weights are managed through Page Settings, not from within the groups themselves.

  1. Add a group to your checklist page.

  2. Give the group a descriptive name.

  3. Add relevant questions to this group.

  4. Open the Page Settings section from the right panel.

  5. Review and edit group weights from the Group Scoring Weights field.

  6. Ensure the total weight of all groups equals 100%.

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:

  1. Select any question in your scorable checklist

  2. Access "Scoring" settings in the question panel

  3. Configure weight percentage (e.g., Safety-critical question → 20%, Administrative question → 5%)

  4. Set Max Score to determine total point contribution

  5. 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 MinimumOut of Spec

  • Responses between Minimum and TargetWithin Spec (partial score)

Target: The desired performance benchmark.

  • Responses exactly equal to TargetFull score

Maximum: The highest acceptable performance level.

  • Responses between Target and MaximumWithin Spec (partial score)

  • Responses above MaximumOut of Spec

Additional Scoring Settings

Non-Conformity Degrees

In Audit Now, the non-conformity degree feature allows you to classify issues identified during audits according to their severity levels. With this feature, you can easily distinguish which findings require immediate intervention and which should be noted for improvement planning.

Non-conformity degree classification provides the following advantages:

  • Prioritization: You can quickly identify critical issues and take urgent actions

  • Risk Management: You can report findings at different severity levels separately

  • Performance Tracking: You can analyze which types of non-conformities recur more frequently

  • Action Planning: You can establish different intervention strategies for each severity level

  • Standard Compliance: You can implement the classification system required by ISO, GMP, and other quality standards

Audit Now offers four different non-conformity severity levels:

🟢 Minor

These are low-risk findings that do not significantly affect operational processes.

Example Situations:

  • Minor organizational deficiencies

  • Minor errors in documentation

  • Aesthetic defects

  • Small delays in planned maintenance schedules

Response Time: Can be corrected within normal workflow

🟡 Major

These are medium-level risk findings that affect business processes and require attention.

Example Situations:

  • Non-compliance with procedures

  • Missing training records

  • Significant equipment failures

  • Deviations in hygiene standards

Response Time: Should be corrected within a specific timeframe (e.g., 7-15 days)

🔴 Critical

These are high-risk findings that directly affect business continuity and safety.

Example Situations:

  • Violation of safety procedures

  • Non-compliance with legal requirements

  • Serious deviations in quality standards

  • Situations threatening customer safety

Response Time: Immediately or as soon as possible (within 24-48 hours)

⚫ Critical Failure Override

These are the highest severity findings that require immediate intervention and may necessitate stopping operations.

Example Situations:

  • Situations creating life-threatening hazards

  • Fire safety systems not functioning

  • Critical control point violations in food safety

  • Situations carrying legal sanction risk

Response Time: Immediate intervention mandatory / Operations may be halted.

Note: Questions marked with Critical Failure will cause your audit to fail even if it would otherwise be successful when answered negatively.

How to Assign Non-Conformity Type

When creating or editing a checklist, you can define a non-conformity type for each question.

Checklist Settings:

  1. Go to Question SettingsNon-Conformity Degree field

  2. Select the appropriate severity level from the dropdown menu:

  • None (default)

  • Minor

  • Major

  • Critical

  • Critical Failure Override

3.Save the settings

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:

  1. Select a number question in your scorable checklist

  2. Access Scoring settings in the question panel

  3. Choose Direct Score Entry from the scoring method dropdown

  4. Set Max Score and Weight as normal

  5. Configure decimal precision if needed

  6. 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.

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