QA - Scores and Thresholds

1 Introduction

In QA for every assessment there are two distinct scoring and outcome results for each assessment.

Scoring allows a score to be calculated.

Threshold is a simple Pass or Fail result.

Ranges are used for graphical overlay and key location colouring.

2 Basic Use

When setting up a QA assessment, you may want to provide ranges for assessment purposes and graphical displaying of trends. The field "Pass mark" usually contains a number. e.g. 80 for 80% to Pass. Anything less than 80% is a Fail.

The "Pass mark" is found from Main Menu > Form Management > Form - Edit > Choose your QA Form > Choose Quality Options from the console on the left > In the "Create Options" section on the right, the "Pass mark" field can be found.

3 Ranges

These are used in the rendering or reports and allows for various colouring options throughout QA.

You provide the layouts in the following format: 50-clear;70-red;80-yellow;90-green;100-blue-Exceptional;

It then allows "less than" ranges. So if less than 50 colour the section is clear. If less than 70 but more than 50, colour the section is red and so on. The last parameter is the name of the threshold, which can be used if needed.

The colours available are clear, red, green, blue, cyan, maygenta, yellow, orange, grey, white, black.

Alternately you can use hex codes, if you include the # symbol. 3 or 6 character formats are accepted.

If the format does not match, then the default background colours will be used instead.

4 Instant Fail a whole assessment

For more information click here Quality_Outright_Fail

5 Section Scoring

When a QA assessment is performed the entire assessment is scored. This is stored in the in strCDA_X_field_7_Y, part of the Quality Header type.

Section Groups allow sectional scoring. e.g. Opening, Operation, Closing or similar. When an assessment is scored, each Section Group is also scored using the same format as the overall assessment. For this reason it is possible to generate the trend reporting on Section Groups instead of the overall score. This is done on the options screen for the trending report.

Main Menu > Data Profiling > Instant - Visualisations > Visualisation - Quality - Trending Report > Choose your form > In the "Options" section find "Section Group". Any Section Groups will be available in this list.

6 Score Locking

This is used to lock the scores given to an assessment. It prevents re-scoring after Coaching / SMARTER plans have been sent out. This is designed to all keep things fair once the assessments have been deemed to have finished being assessed.

Score locking is enabled by default but can be turned off if required after release.

Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose your Form > From the console on the left choose Quality Options > In the Create section on the right find "Score Locking". Set to false will allow all assessments to be re-scored.

The locking adds the word "Locked" to the score at the top of the page and in the section headers.

7 Custom Grouping

A custom campaign group can be applied as a data filter to the trending report.

This can be used if you only want to see a certain set of data in the report.

You will need to build the customised data group first see Customised_–_Management

Then you can you can create your customised visualisation.

Main Menu > Data Profiling > Customised - Visualisations > Customised - Visualisations - Quality - Trending Report