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How Do I Build Custom Scoring for Inspection Tasks?

Create custom scoring templates for inspection tasks, such as pass/fail, 10-point scales, or weighted quality checks.

Custom scoring templates let you decide how each inspection task is rated. Use them when the built-in scoring scale does not match the way you evaluate work, such as a pass/fail task, a 0-100 score, or a high-priority item that should carry more weight.

This guide shows how to create a scoring template in the web portal and assign it to a task on a checklist. Once assigned, inspectors see that template's scoring options when they run an inspection in the Clean Smarts mobile app.

Applies to: Account administrators and managers who manage quality in the web portal. You need the Checklist (Company) module on your role to open Quality > Inspection Scoring Templates and edit checklist tasks.

Before You Start

  • Decide the scale before you build the template. For example, use 100 for a 0-100 scale, 10 for a 10-point scale, or 1 for a pass/fail task.
  • Create at least one scoring entry that matches the template's Total Score if inspectors should be able to give full credit.
  • If a score should not count toward the inspection total, create an N/A-style entry with a negative score value. Clean Smarts excludes negative-score entries from the earned score and possible score.
  • Build or open the checklist task you want to score. Scoring templates are assigned task by task, so one checklist can use several different templates.

Create a Scoring Template

  1. In the left-hand menu, open Quality.
  2. Select Inspection Scoring Templates.
  3. Click Add New Template.
  4. In Scoring Template Name/Description, enter a name that explains the scale, such as "Pass/Fail," "100-Point Quality Score," or "Safety Critical 10-Point."
  5. Click Create.

The new template appears in the list. If you already have other templates, it appears with the rest of your scoring templates.

Add Scoring Entries

  1. Open the template you created. You can click the template row, or open the row's three-dot action menu and choose Edit.
  2. In Template Name, confirm the name is clear for other admins.
  3. In Total Score, enter the highest possible score for this template.
  4. Click Add Scoring Entry.
  5. In Description, enter the label inspectors should see, such as "Great," "Average," "Bad," "Pass," or "Fail."
  6. In Score, enter the point value for that label. The score cannot be higher than the template's Total Score.
  7. In Color, choose the color inspectors should see for that score.
  8. Click Add Entry.
  9. Repeat until the template has every scoring option inspectors need.
  10. Click Save Changes.

For a 0-100 template, you might add Great with a score of 100 and a green color, Average with a score of 80 and a yellow color, and Bad with a score of 60 and a red color.

For a pass/fail template, you might set Total Score to 1, then add Pass with a score of 1 and Fail with a score of 0. Add N/A with a negative score if inspectors need a "does not apply" option that should not affect the inspection percentage.

Assign the Template to a Checklist Task

Creating a scoring template does not change any tasks by itself. Assign it to each task that should use that scoring scale.

  1. In the left-hand menu, open Quality and select Checklists.
  2. Open the checklist that contains the task you want to score.
  3. Find the task, then open its three-dot action menu and choose Edit.
  4. Open Requirements Scoring.
  5. In Scoring Template, choose the custom template you created.
  6. Click Save Task.

After you save, the task table shows the selected template in the Scoring Template column. When an inspector scores that task in the mobile app, they see the labels and colors from your custom template instead of the default scoring options.

Use Different Templates for Different Tasks

You do not have to use one scoring template for the whole checklist. Choose the template that matches each task.

For example, routine cleaning tasks might use the default Clean Smarts scoring scale, a safety item might use a 10-point template so it carries more weight, and a compliance item might use pass/fail. This keeps inspection results aligned with what matters most for each task.

Tips and Troubleshooting

I created a template, but inspectors do not see it. Edit the checklist task and confirm the template is selected under Requirements Scoring > Scoring Template. Templates must be assigned to tasks before inspectors see them.

The score cannot reach 100%. Check whether at least one scoring entry has the same value as Total Score. If the template's total is 100 but the highest entry is 80, inspectors cannot give full credit for that task.

A task that should not apply is lowering the score. Add an N/A-style scoring entry with a negative score value, then have inspectors choose that option when the task does not apply. A score of 0 still counts as a rated item; a negative score excludes the task from the inspection math.

The wrong template is on a task. Open the task from Quality > Checklists, expand Requirements Scoring, choose the correct Scoring Template, and click Save Task.


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