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
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Go to Quality in the left-hand menu.
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Select Inspection Scoring.
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Click Add New Template in the top right corner.
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Enter a name/description for the template.
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Click the three-dot action menu on the right-hand side > Edit on the right-hand side of your new template.
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Set the Total Score (e.g., 100 for a 0-100 scale).
Adding scoring entries
Add different scoring levels to your template:
- Click Add Scoring Entry.
- Enter a label (e.g., "Great", "Average", "Bad").
- Set the score value (e.g., 100, 80, 60).
- Select a color for that score level (e.g., green for "Great", yellow for "Average", red for "Bad").
- Save Changes.
Assigning a scoring template to a task
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Go to your checklist and select the task you want to score.
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Click the three-dot action menu on the right-hand side > Edit on the task.
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Under Requirements Scoring > Scoring Template, select the custom template you created.
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Save.
The task will now use your custom scoring template for inspections.