Add a Rating with Fixed Responses without Scoring
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 Fixed Responses without Scoring.
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: Using the open text field, enter the Names of the Responses that should be available for selecting within the Audit/Assessment Record under the 'Response' column of the Checklist, e.g. Yes, No, N/A', 'Compliant, Non Compliant', 'Compliant, Minor, Major, Critical, Recommendation', etc. [Mandatory Field]
2. Description: Using the open text field, enter the description of the Responses if needed, e.g. 'Corrective Action Required', etc.
Note: The Description is not seen within the Audit/Assessment Record itself. This information is only seen here within the Rating. Therefore this can be left blank.
3. Score Result: As there will be no Scoring for this Rating, the Score Rating can be left blank.
Image: Example of No Score beside Response in Audit Record
Note: When no 'Score Results' are added to the Responses, the Audit/Assessment Record Score will automatically display as ‘Not applicable’. The Auditor must manually select the 'Result' and 'Rating' in the Record.
Image: Example of 'Not applicable' in Audit Record when No Scoring Involved and Result/Rating ready to Manually Select
4. Blue Arrows: The Blue Arrows can be used to move the Response rows up and down.
Note: The order of the Responses seen within Rating will be reflected in the Response dropdown in the Audit/Assessment Record.
5. X: Click the red 'X' button to delete a Response. You will be asked to confirm your choice in a pop-up window.
6. Add Line: Click 'Add Line' to add more Responses.
Image: Completed Response Details
Image: Calculation Mode Selection
1. Mode: When creating a Rating for use with Fixed Responses with no Scoring, the Mode of calculation does not matter, as there will be no Scoring to total. However, one Mode must be selected to save the Rating, as it is a Mandatory Field. To keep it simple, simply leave the Mode as Percentage. [Mandatory Field]
2. Starting Point: When creating a Rating for use with Fixed Responses with no Scoring, the Starting Point does not matter, as there will be no Scoring to total.
3. From/To: When creating a Rating for use with Fixed Responses with no Scoring, the From/To limits do not matter, as there will be no Scoring to total. However, as we will need to add lines to complete the Rating and Result options, the From/To limits will need to be completed, as they are Mandatory Fields for added lines. [Mandatory Field]
4. Rating: Using the open text field, enter the Rating verbiage for each Rating line. The Rating is considered as the 'Grade' that you will assign your Audit/Assessment Record. For example, 'Poor, Fair, Good, Excellent', etc. [Mandatory Field]
Image: Example of Rating Options showing in Audit Record
5. Result: Using the open text field, enter the Result verbiage for each Rating line. The Result is considered the 'Outcome' that you will assign your Audit/Assessment Record. For example, 'Pass, Pass Warning, Fail', etc. [Mandatory Field]
Image: Example of Result Options showing in Audit Record
6. X: Click the red 'X' button to delete a Rating line and confirm your choice in a pop-up window.
7. Add Line: Click the 'Add Line' to add more Rating lines to future extend the 'From' and 'To' fields and provide more Rating and Result options.
Image: Additional Line
Image: Completed Calculation, Starting Point and Rating
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
