Add a Rating with Responses with Scoring coming from a Checklist
Ratings are used in conjunction with Checklists as part of other Programmes, e.g. Internal Audits, Supplier Assessments, Supplier Audits, etc. Ratings allow you to make Automatic Scoring a part of your Programmes, allowing the software to automatically calculate the Score and assign the Record a Result and Rating.
Below are the steps that must be carried out in order to add a Rating with Responses with Scoring coming from a Checklist.
To add a Rating in Safefood 360°, navigate to Categories in Master Data using the 'Master Data>Categories' buttons and click the 'Add Specific Category>Rating' button to open a blank Rating page.
Image: Navigating to the Categories via 'Master Data>Categories', Clicking 'Add Specific Category>Rating' Button
Image: Blank Rating Page
After opening the Rating page, there are different sections to complete.
See below the details on the Rating page sections:
Image: Blank Rating Details
1. Name: Using the open text field, enter the name of the Rating. This name will appear throughout the system where this Rating is selected, e.g. Programmes. [Mandatory Field]
2. Folder: Select a folder for your Rating. It is recommended to maintain a tidy and organised structure within the system for improved efficiency when using the software, e.g. organising folders by Module the Rating is used such as Audits, Full Assessments, etc. If you require to create a new folder, click on the main ‘My Ratings’ folder, and click the 'New Folder' button at the bottom left side of the folder window. You will be prompted to name your new folder by simply typing into the open text field. To save the new folder, click away from the folder.
Image: Completed Name and Folder Details
Image: Blank Response Details
1. Name: As the Responses for this Rating will be coming from inside a Checklist, the Response Name will simply be completed by adding a dash or full stop. As the Response Name is mandatory is cannot be left blank. [Mandatory Field]
2. Description: As the Responses for this Rating will be coming from inside a Checklist, the Description can be left blank.
3. Score Result: As the Responses for this Rating will be coming from inside a Checklist, the Score Rating can be left blank. However, as there will be Scoring for the Responses in the Checklist, the Scores will be added in the Checklist.
For further details on creating a Checklist with Responses, see here.
Image: Responses with Score within Checklist
Image: Example of Score beside Response in Audit Record
Image: Completed Response Details
Image: Calculation Mode Selection
See the Articles on Percentage Mode, Addition Mode and Deduction Mode for details on setting up the different Calculation Modes and their respective Starting Point and Rating Specification.
Image: 'Save' Button
1. Save: Click the ‘Save’ button to save the Rating to your site.
Note: It's very important to click the 'Save' button, otherwise the Rating will not be added to your site.
2. Cancel: Click the ‘Cancel’ button to discard the Rating and return to the Categories page.
Image: Saved New Rating
