Checklist scoring is assigned at the answer level. You can add point values to individual answer choices to add another layer of analysis to your checklist designs. When you assign point values to answer choices, Vault keeps track of the running score as users answer questions and provide a total score when they complete the checklist.

You can assign weighting at the section level and, for aggregate checklists, at the sub-checklist level. You can assign weighted percentages to different sections of your checklist. Vault runs validation to ensure weighted section totals equal 100% before you can make the checklists available for users. For aggregate checklists, you can assign weighted percentages to different sub checklists, and Vault runs validation to ensure the weighted sub-checklist totals equal 100%. Note that you can still assign a weighted percentage to a sub checklist even if the sub-checklist itself is not weighted but has at least one multiple choice question.

How to Configure Question Scoring

You can configure question answer scores from the Answer Setup section on the object details page of a multiple choice question. Enter any positive or negative numerical value or zero (0) as the Score. Scoring is not available for text or date questions.

How to Configure Weighting for Sections and Sub Checklists

Set weighted percentages for question sections from the Sections area of the Checklist Design object details page. Remember that all sections must total 100% before you can make the checklist active.

For Checklist Designs with Aggregate Checklists set to Yes, set weighted percentages for sub checklists from the Sub-Checklist Designs area of the Checklist Design object details page. Remember that all sub checklists must total 100% before you can make the checklist active. Sub checklists with a weight must have at least one multiple choice question.

Understanding Score Calculations

The Section score and Checklist score are calculated when the Checklist moves to the Completed lifecycle state, and persisted in the Target Object Section and Target Object Checklist runtime objects.

For multiple choice questions that are the checkbox (multi-select) checklist answer type, the score for the question is the sum of the scores for each selected option.

If the answer score has negative values assigned and the sum of the answer scores for each section is less than zero (0), Vault sets the answer sum to zero (0). Vault also checks that the maximum score sum for a section is greater than or equal to zero (0).

If the Checklist Design is not weighted, the Section score and Checklist score are each calculated in the following way:

(answer sum) / (maximum score sum)

where

  • answer sum is the sum of the scores for each selected multiple choice answer
  • maximum score sum is the sum of the maximum possible scores for each question

If the Checklist Design is weighted, the scores are calculated in the following ways:

Section score:

(answer sum) / (maximum score sum)

where

  • answer sum is the sum of the scores for each multiple choice answer in the section
  • maximum score sum is the sum of the maximum possible scores for each answer in the section

Checklist score:

Weighted Checklist Design Score Formula

where

  • section n weight % is the specified weight % for a section
  • answer sum section n is the sum of the scores for each answer in that section
  • maximum section n score sum is the sum of the maximum possible scores for each answer in that section

For aggregate checklists, scores are calculated in the same way as non-aggregate checklists, with sub-checklist scores calculated in the same way as Sections; however, if the sub-checklist is weighted then weighted is respected in the sub-checklist calculation.

If the aggregate Checklist Design is not weighted, the score is calculated as follows (where “C” represents sub-checklists):

Aggregated Checklist Non-Weighted

If the aggregate Checklist Design is weighted, the score is calculated as follows (where “C” represents sub-checklists):

Aggregated Checklist Weighted