Setting Up Rating Methods

An inspection rating method may have one or more rating ranges, which an inspector uses to evaluate the object of an inspection. You add, modify, or delete rating methods and rating details for inspections on the Rating Method pages.

If you are using scoring for inspections, you must also set up rating methods. Rating methods are used at the inspection type level and aren't required at the checklist or checklist item levels.

Adding Rating Methods

You add an inspection rating method by setting up the rating method code with a description and rating details. For example, an agency might use GRADES as the rating method code, with a description of Standard Grades. The rating details might include grades such as A (high) to F (low), and provide a range of scores to each rating. If the rating for an A grade is defined by 90-100 points, an inspection score of 95 would receive an A.

  1. Select the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

  2. From the Setup drop-down list, select your offering: Public Sector Business Licenses or Public Sector Permits.

  3. From the Functional Areas list in the left panel, select Business License Inspections or Permit Inspections, respectively.

    The right panel shows the required tasks for the selected functional area.

  4. Select the task Manage Rating Methods.

  5. On the Rating Method page, click the Add (+) button.

  6. Here's how to add a new rating method:

    Page Element

    Description

    Rating Method

    Enter a name for the rating method. For example, GRADE.

    Description

    Enter a description of the rating method. For example, Standard A-F Grading Method.

  7. In the Rating method values section, click the Add button.

  8. On the New rating method value drawer, enter values for the rating method:

    Page Element

    Description

    Rating

    Enter a short name for the rating.

    Minimum Score and Maximum Score

    Enter minimum and maximum numerical values to specify the range for this rating. Do not use decimals.

    The range for this rating cannot overlap the range for another rating.

  9. Click Save.

    The rating appears in the Rating method values grid.

For example, if your rating method uses grades A through F, you specify the rating range for each grade, like this:

Rating

Minimum Score

Maximum Score

A

91

100

B

81

90

C

71

80

D

61

70

F

0

60

The range for each rating can't overlap the range for another rating.

Modifying Rating Methods

  1. On the Rating Method page, select the row for the rating method you want to modify.

  2. In the header fields on the Rating Method Details page, you can only modify the rating method description. You can't change the name of the rating method.

  3. Click Save.

Modifying Rating Method Values

You can change the minimum and maximum scores for a rating on the Rating Method Details page.

  1. On the Rating Method page, select the row for the rating method you want to modify.

  2. On the Rating Method Details page, select the rating row in the values grid that you want to modify.

  3. On the Rating method value details drawer, you can change the values in the Minimum Score or Maximum Score fields for this rating.

    The range for this rating can't overlap the range for another rating. You can't change the name of the rating.

  4. Click Save.

Deleting Rating Methods

  1. On the Rating Method page, select the row for the rating method you want to delete.

  2. On the Rating Method Details page, click the Delete button.

    Note:

    When you delete a rating method, all associated rating values are also deleted.

Deleting Rating Method Values

  1. On the Rating Method page, select the row for the rating method you want to modify.

  2. On the Rating Method Details page, click the rating row in the Rating method values grid that you want to delete.

  3. In the Rating method value details drawer for the individual rating, click the Delete button.