Score by Category

The Score by Category tool is a special type of Choose One tool used in conjunction with the Score Summary tool to provide a summary table of your scores by category. The Score by Category tool allows you to create Choose One questions, assign underlying values to each one, and then assign them to a Category. The Score Summary tool then automatically calculates and summarizes the total possible score for each category, the total assigned score, and the percent of total assigned score relative to possible assigned score. Note that the Score by Category tool can be used inside a Questionnaire container to organize the questions within a tabular format.

In the animated image below, three Score by Category fields -- Food prep area, Counters, and Dining Room -- have been created within a form, and all three have been assigned to the same scoring category, Cleanliness. The Score Summary field then calculates and summarizes the score and score percentage when a mobile user selects radio buttons for each field.

score summary

In the example above, there are three scored questions in the form, and all are assigned to the Cleanliness category. The numeric values for each answer choice are used in the score calculations, and are as follows:

  • Very clean = (3)

  • Clean = (2)

  • Dirty = (1)

The score calculations are handled by the Score Summary tool, which calculates the results as follows:

  • Food prep area received a score of Very clean = (3)

  • Counters received a score of Clean = (2)

  • Dining Room received a score of Dirty = (1)

  • TOTAL score = (6) out of a possible (9), for a percentage of 66.67%.

This example will be used to help explain the properties, below.

Properties

Caption text: The caption is used in most cases to ask the question. In others it may be a column heading. This is a required field. Please keep in mind that captions will wrap when form elements do not fit within the width of the screen. It is important to consider how your captions will be displayed. Captions on a larger screen might look perfect, but on a smaller device, they may be forced to wrap several times. In this situation, a smaller caption should be used.

Hint: Provides additional information to the mobile form user on how a question (i.e., Caption text) should be answered. The Hint font size is smaller than the Caption font size.

Additional HTML styling can be applied on hints and captions.

Data name: Because this is a required field, doForms will default the Data name to match the Caption or Label. If these are blank, doForms will generate a generic Data name name with a sequential number (such as "untitled10"). Since it is used throughout the system, it is recommended that you enter a descriptive Data name that is easily identifiable. Nondescript Data names are difficult to find and select at a later time (e.g., when performing a calculation).

Category: Enter a category in which this field will be scored. For example, you may have a Cleanliness category (as shown in the example above), an Operability of electric devices category, and a Smoke detectors present category. For each Score by Category tool, enter the appropriate category. When you enter the same category for multiple Score by Category tools, doForms knows to compile each of them together in the same category using the Score Summary tool, calculating total possible score for each category, total assigned score, and assigned score divided by possible score. These summaries are displayed in the mobile app when the form is completed, and are automatically added to the View Data tab.

Answers: Specifies the values of the multiple choice answers. Note that you may enter whole numbers or numbers containing decimals values.

In the example below, a Score by Category tool has been inserted into the form and given the caption Food prep area, and assigned to the Cleanliness category. Then three answer choices have been created for it, and assigned numeric values: Very clean (3), Clean (2), and Dirty (1).

score summary

Note that Answer can be assigned a score value of null (i.e., Not Applicable or NA) by selecting the NA checkbox next to it. This indicates that the null answer will not count towards a scoring summary.

For example, in the image below, the user has created five Answers for a Score by Category tool called Dining hall cleanliness (highlighted in red, below). The final Answer is labelled Not applicable, and the NA checkbox has been selected (highlighted in green, below).

score summary

In the resulting mobile form shown below, the user has entered answers of:

  • Kitchen cleanliness = Very clean (score of 10, or 100%)

  • Dining hall cleanliness = Satisfactory (score of 5, or 50%)

Both of these answers count towards the score summary total percentage (highlighted in red, below).

score summary

However, in the resulting mobile form shown below, the user has entered answers of:

  • Kitchen cleanliness = Very clean (score of 10, or 100%)

  • Dining hall cleanliness = Not Applicable (score of null)

In this situation, the Kitchen cleanliness answer counts towards the score summary. However, the Dining hall cleanliness answer is not applicable, so it does not count towards the score summary and is not tallied in the summary (highlighted in red, below).

score summary

Default value: The value of the field first presented to the user when they see the question. Unless the question is marked as “Read Only”, the mobile user will be able to change the value. This is very useful where the answer to a question is likely to repeat itself over and over. Setting a default value minimizes the work for mobile users.

Appearance: doForms allows you to set a default set of appearance parameters. This eliminates the need for you to have to set colors and other parameters each time you add an element to your form. You can however override the default settings for any tool by simply picking the Custom option. You can also edit the default by clicking on the edit defaults option.

See Styling your form for more details.

Justification: Allows you to apply text justification settings to certain elements of the tool. Choose the appropriate radio button for the Caption, Hint, and/or Answer fields as follows:

  • L: Left-justifies the text.

  • C: Center-justifies the text.

  • R: Right-justifies the text.

Remove Space: When selected the space Above or Below the tool is Removed. When styling the form this helps provide continuity with the layout.

Read only: These settings allow you to control which users can enter data into or edit this field. The settings are as follows:

  • View data edit: Restricts a web portal user from editing this field when editing a submitted form through the 'View data' tab

  • View data new: Restricts a web portal user from entering data into this field when creating a new form through the 'View data' tab.

  • Dispatch edit: Restricts a web portal user from editing this field when editing a submitted form through the 'Dispatch' tab.

  • Dispatch new: Restricts a web portal user from entering data into this field when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Restricts a mobile user from entering data into this field when creating a form.

  • Web App: Restricts a web app user from entering data into this field when creating a form.

  • Form Links: Restricts a web portal user from editing this field when editing a form that was sent using a form link

Required: These settings allow you to control which users are required to enter data into this field. The settings are as follows:

  • View data edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'View data' tab

  • View data new: Requires a web portal user to enter data into this field when creating a new form through the 'View data' tab.

  • Dispatch edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'Dispatch' tab.

  • Dispatch new: Requires a web portal user to enter data into this field when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Requires a mobile user to enter data into this field when creating a form.

  • Web App: Requires a web app user to enter data into this field when creating a form.

  • Form Links: Restricts a user from submitting a form link without answering this this field.

Actions

Only display this question if
This is a very powerful option as it allows you to hide form elements, only exposing them if the answer to a question in your form meets the criteria you have set. Being able to hide fields unless they are needed makes form more user friendly. For example, if you have a Choose One question with the answers Yes and No, then you can say "Only display this form element if" the answer to the Choose One is "equal" to "Yes." You can combine criteria with other criteria, thus creating complex criteria for showing/hiding form elements.

Jump to
This option allows you to navigate the user to a specific location in the form based on how they answer the current question.

Jump to if : This setting works the same as jump to except only triggers when a condition is met. For example, a user could set their form to jump to "Customer Name" if question "Add New Customer?" was equal to yes.