Ratings are used together with Checklists as a part of an Audit Program (Internal Audit, Site Audit, Site Self-assessment, Supplier Audit, etc.) Ratings allow you to make automatic scoring a part of your audits where the software automatically calculates an audit score and assigns the audit record a rating.

1. Rating details

Rating details
  1. Give your Rating an appropriate name.
  2. Select a suitable folder where to store your Rating.Tip: Keeping your Ratings in appropriate labeled folders will help you find them later on when you are making them part of your audit programs.

2. Response


In the “Response” table your task is to define a list of possible answers to an audit question and assign each item with an associated numerical score.

  1. Items in this list will be available in a drop down menu during the audit. You could for example have verbal alternatives such as “Poor, Fair, Good, Etc.” or numerical ones such as “1 point, 2 points, 3 points, etc.”.
  2. This column contains a description of what each of these alternatives mean.
  3. The score is any numerical score you want to associate with the answer. In the above example the numbers run from 0 to 4, but you can numbers on any scale that makes sense for your audit program. Note: Leaving the score column blank means that this answer won’t affect the overall audit score in any way. So, many times it is good to include a “Not Applicable” alternative in your rating which allows people to skip questions without having to disturb the overall audit score.
  4. You can move items up and down as well as remove lines.
  5. You can add as many lines as you need.

3. Rating


The audit score is calculated based on the audit score compared to the potential maximum score. E.g. there are 10 audit items and each one of them is a worth maximum 3 points (as we defined in the previous step) the maximum score is 30 points. If your audit score would be 20/30 points you would reach 66% of the maximum score.

  1. In this table you can define which audit score turns into which Audit Rating and Audit Result. Typical examples of Rating and Result are shown in the picture above.
  2. The rating is the “Grade” you are assigning your audit. Examples of usual Ratings are a numerical scale from 1-5 or “Poor, Fair, Good, Excellent”. You can use exactly the Rating you are used to.
  3. The result is slightly different from Rating. The idea here is to define whether the audit is a Pass, Fail, a Warning, or something else. This way several audit Ratings can have the same audit Result.