Lighthouse – Adding a Target to an Audit Form Template

Audits are used for inspections, designed with a scoring/assessments feature. They allow you to set up a custom scoring system (i.e. Pass/Fail, 1-5, etc.) and assign weighting or value to questions.

Also, setting a target on an audit allows for overall scoring. This scoring compares the target to the overall audit score to determine which of the following criteria is met:

  • Above Target – score is above the target value

  • On Target – score is equal to the target value

  • Below Target – score is below the target value

Target indicators display for web on the Activity task pane and in mobile on the History option with the following indicators:

  • On target or above target – Green check mark with the score percentage

  • Below target – Red X with the score percentage

Targets will also display on the audits in web and mobile.

  1. Open the audit template you want to add the target to
  2. Add the number that you want as the performance standard in the Target field

    3. Example:  Entering an "85" in the Target field would set the measure standard to 85%.

  3. In the Audit Groups section, under the Options/Score section enter the scoring mechanism for the audit questions

    4. For additional information on setting up the options and scores use this link.

  4. When the form is complete, click the Save and Confirm buttons at the bottom of the form.

In audit reporting the Target percentage displays.

The Score filter allows you to narrow down the results to only see records that are above, below or on target.

When you open the audit, the Target and Service Level displays.

Exporting the audit to a PDF displays the target and indicates if it was above, below or on target.

You can customize user notification preferences for both new and updated audits based upon target criteria. Options include:

  • All audits

  • Audits above or on target

  • Audits below target