Score a form

Give answers points, define outcome bands, and choose whether people see their result.

For administratorsPortal4 min read

Before you start

• A form with at least one question.

Scoring turns answers into a result automatically. It's most common on audits and inspections, but you can use it on any form with questions.

Turn on scoring

1. Open scoring On the Build tab, find Scoring (optional) and turn on Enable scoring for this form.
2. Give answers points Select Manage scoring. For each question you want to score, set how many points each answer earns.
3. Create outcome bands Add bands that turn the percentage score into a result. For example, 90% and above is Pass, 70–89% is Needs attention, and below 70% is Fail.
4. Decide what people see Turn on Show the result to the person who submits if they should see their outcome straight away.
5. Publish Scoring starts only when the form is published.

Important

Add a catch-all band that starts at 0%. Without one, low scores are calculated but get no outcome, and they're easy to miss in reports.

How scores are calculated

• Scores are calculated when a submission is submitted, not while it's a draft.
• Submissions are scored against the published revision. Changes in a draft have no effect until you publish.
• Submissions made before you turned on scoring stay unscored.

What team members see

If results are shown, the person who submits sees a message that matches their outcome. Depending on the result, it confirms the responses were recorded, asks them to review the flagged items with a supervisor, or tells them to check with a supervisor before starting work.