Forms - Scoring

For those who use our Service products, Forms have been enhanced so that answers to questions can be scored (and weighted). This allows forms to be set up whereby:

• An overall total mark (and percentage) can be calculated based on individual question scores and associated weightings

• An overall form outcome can be awarded (i.e Pass or Fail) determined by boundaries

• These results can then be:

  • E-mailed to selected users/contacts (alerts those selected as of to whether the tour has been passed or failed)

  • Viewed in the Service Desk and downloaded within PDFs of the Forms (shows whether a form has been passed or failed and shows associated scores)

To enable this:

• Three question types have had scoring capabilities assigned to them - Rating, Yes No, and List type(see both What are the different Question types? and How do I set up Lists?)

• When creating a form you can now attribute both scores and weightings to questions and sections. You can also assign a pass/fail grade boundary based on the percentage of marks achieved (see How do I design a form? )

• When assigning the form to a Service/Tour/Incident users and/or contacts can be selected to whom emails are sent based on the pass/fail result (see How do I set up a tour for a site using my locations?)

Step-by-step instructions for creating a scored form (in addition to the video above) can be found in How do I score forms?

Details of how scores are calculated can be found here How are scores calculated?

In addition to the resources listed above, more information about these features can be found in:

• Forms: Overview

• Forms: Service Forms

• Forms: Questions

• Forms: Lists

• Manage: Service Desk