At ExAM4Inspection you can easily bring in whatever inspection use case you have, whether that be a simple checklist or complex decision tree inspection, but we are sure you already knew that! What you might not be as aware of is some of the feature of ExAM that can be used to support your inspection and augment the data that you are capturing. Today we are going to talk about ExAM’s ability to apply scoring to any inspection. ExAM is more than capable to handle any level of complexity when it comes to applying scoring to your inspection, for the purpose of this discussion we will keep it mostly on the simple side of an example. If what you see here doesn’t fulfill your requirements feel free to reach out to us and we are sure we can talk you through how ExAM is capable of meeting and most likely exceeding your needs!

Traditional Inspections

Traditionally you are performing inspection in an effort to gather actionable data on whatever it is you may be inspecting. This can mean several things. You may be performing inspections in order to highlight deficiencies so you are able to prioritize and resolve said deficiencies. Or you may just be attempting to assign something as simple as a pass or fail to whatever you are inspecting. One of the current issues with any inspection is that you often are executing these inspections with the intentions of confirming conformance to a certain set of standards or ensuring that what you are inspecting is adhering to certain specifications. While the goal is clear, often times upon the completion of an inspection you are left with observational data based on a loose feel of how things should be and that relies heavily on the expertise of the inspector to make on the spot judgement leaving room for a decent amount of human error. While this model of inspections will gather you data, the question is will it gather clear actionable data? Often times you will most likely gather relatively accurate data on the questions that you are asking but that brings us to the question of are you asking the right questions in the first place and are they providing you with the data that you actually need? This is where ExAM’s inspection scoring capabilities comes into play.

How ExAM’s Inspection Scoring capabilities Actually Helps You

The first way that ExAM’s inspection scoring can benefit your data collection efforts is simple enough, it helps to assign clear scoring to your otherwise observational data. As previously mentioned inspection often rely heavily on the inspectors experience and opinion and that will leave you with inconsistent data between each individual inspector. Applying a scoring model to you inspection allows you to digest this observational data into more qualitative concrete data.

An added benefit that you might not recognize right of the bat is during the process of applying scoring to you inspection you are really able to audit your inspection and verify that you are asking the right questions in the right way to ensure that the information that you are collecting is actually beneficial in the instance of that inspection. While applying a numeric score to areas of your inspection is often the last step of building out an inspection form or process it is an item that you have to keep in mind through the development of that inspection. Knowing that the questions you are asking that often prompt “free text” responses are going to be simplified down to the level of a numeric score really helps you tailor each question to prompt a more specific and score-able response. With the inspection being thought of in the context of scoring you can often improve the questions you are asking to be more specific and gather the desired data.

How ExAM Inspection Scoring actually works

We have been talking a lot about the capabilities and the benefits and they all sounds great but I am sure you are tired of hearing what is possible and probably wanting to know how it is possible. Once you have imported and tailored you inspection into ExAM you are able to start utilizing the scoring capabilities. In the most basic sense you are able to assign scoring to four levels of your inspection, which when combined can offer you something from simple to complex.

  • Weight Template: This is the total points that the template is worth. This value is set at the assessment template level.
  • Section Weight %: This is the percentage of the total value of an Assessment that an individual Section is weighted. This value is set at the section template level.
  • Question Weight: This is the number of points the Question is worth total. This is the maximum number of points that can be awarded for a particular Question. This value is set at the question template level.
  • Answer Option Weight %: This is the percentage of the total value of the Question that will be awarded for a particular answer to that Question. This value is set at the answer option level.

For simplicity sake we can take something simple like a pass/fail checklist and picture how scoring something like this would occur. Let’s say that we have compiled a single sections worth of question that combined inspects an object. Within this section we have 10 questions that are all equally important in determining whether the object pass or fails as a whole. If a single question fails it does not prompt a fail for the object in its entirety all that matters is that the additive score are equal to or greater than 70 percent to merit a pass. In this scenario you would first set the total points that your assessment template is worth, for this example we will set that to 10. You would then set the section weight percentage to 100 percent since it is the only section that is important in the scoring of this object. From here you would go to each question and since there are 10 questions of equal importance and the total possible score on the inspection is 10 you would set each question weight to 1. From here you will then have to set the the answer weight percentage on each question template. Each question only has the possible answer of pass or fail. The pass answer option will grant the question max points so you will set the answer option weight percentage of the pass answers to 100. The fail answers option will grant no points so you will set the answer option weight percentage to 0. At this point you have applied a very basic scoring model to a basic inspection. If an inspector where to execute this inspection and assign passes to seven of the question and fails to the remaining three the final score of that inspection would return as 7/10 resulting in a pass.

While the example above is very basic it should help you understand the model in which inspections can be scored and how it can turn data such as pass/fail into numeric data. Additionally since the data has now been converted to a number score you can easily use the Salesforce native functionality such as workflows or process builders to drive a plethora of actions from the final results of an inspection!