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How do I build custom scoring for inspection tasks?

Custom scoring templates allow you to define how inspection tasks are scored with different point values and colors.

Steps to create a scoring template

  1. Go to Quality in the left-hand menu.

  2. Select Inspection Scoring.

  3. Click Add New Template in the top right corner.

  4. Enter a name/description for the template. 

  5. Click the three-dot action menu on the right-hand side > Edit on the right-hand side of your new template.

  6. Set the Total Score (e.g., 100 for a 0-100 scale).

Adding scoring entries

Add different scoring levels to your template:

  1. Click Add Scoring Entry.
  2. Enter a label (e.g., "Great", "Average", "Bad").
  3. Set the score value (e.g., 100, 80, 60).
  4. Select a color for that score level (e.g., green for "Great", yellow for "Average", red for "Bad").
  5. Save Changes.

Assigning a scoring template to a task

  1. Go to your checklist and select the task you want to score.

  2. Click the three-dot action menu on the right-hand side > Edit on the task.

  3. Under Requirements Scoring > Scoring Template, select the custom template you created.

  4. Save. 

The task will now use your custom scoring template for inspections.

 



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