With our seventh release (2011.7) of 2011 now out the door and into the hands of our amazing customers I thought it would be fitting to highlight the biggest and most anticipated feature of this release – event scoring.
At Field ID we work with customers from rigging, nuclear, construction, maintenance, service customers and manufacturers and as a result we see hundreds of different types of checklists. Over the last few months we were seeing a large requirement for the ability to score inspections using a scale. We have now integrated scoring into Field ID events allowing you to fully customize your checklists in Field ID to match your existing scoring done on paper. Let’s take a look at how scoring works in Field ID.
1. Setup Score Groups
The first step is to setup Score Groups. Score Groups are reusable ranges that are used to grade the criteria in your inspection. An example of a score group may be a scale from 0 – 3 or 0, 5, 10 and 15. To setup your Score Groups go to Setup > Assets & Events > Event Types and click on the Score Groups tab.
First, enter your Score Group Name and Click Save.
Now you will setup the range. For example, Problem Found has a value of 0, Issue repaired on-site has a value of 1 and so on. This range should match the existing scoring that you do on paper. If you would like one of your score options to indicate a N/A which can be excluded from the score total select indicates N/A from the drop down.
2. Create your Checklist
Now that your score group is setup it’s now time to setup your checklist. This process is exactly the same as creating any other checklist in Field ID. When you are creating your Event Form you will select Score as your data type. Once you select Score and click Save you will be able to select what Score Group you would like to use for this criteria. Finish entering all of your Criteria and select the Score Groups you would like to use. Once you are done click I’m Done Save, Save and Finish.
3. Setup your Total Calculation
Now you need to tell Field ID how to calculate the total and what the total number indicates. To do this click on the Scoring tab from the top menu. Here you will be able to either total the scores by using the Sum or Average. If you would like to use the score total to set the result check the box that says “Use total score to calculate result”.
Now you can setup a range of values which will set the Pass or Fail for the events. For example, if a score between 20 – 50 indicates a Fail and anything greater than 50 indicates a Pass.
4. Perform your Event
Now that you have setup your scoring event you can perform it either on the web or Field ID Mobile. Scores are displayed as radio buttons on the event form. Simply click on the score that applies and record any observations as needed.
Once you done the event Field ID will calculate the score and set the result for you. Scores can be displayed and sorted on Reporting and can be included when your generated PDF reports from the system.
For a full list of all new features for this release please see our release notes on our community. As always, we would love to hear your comments.