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.
- Open the audit template you want to add the target to
- Add the number that you want as the performance standard in the Target field
- In the Audit Groups section, under the Options/Score section enter the scoring mechanism for the audit questions
- When the form is complete, click the Confirm buttons at the bottom of the form. and
Example: Entering an "85" in the Target field would set the measure standard to 85%.
For additional information on setting up the options and scores use this link.
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:
Audits above or on target
Audits below target