How do I configure how the system treats line items/questions scored as "Not Applicable" or "Auto-fail"?
Overview
You can configure how the system handles line items scored as "Not Applicable" (N/A) and line items tagged with the auto-fail option. These settings affect how evaluation quality scores are calculated.
Getting there
Go to Settings > Quality Settings > click the General tab
Not Applicable settings
You have two options for how the system treats N/A line items:
Converted to a score of "1" (treated as pass)
Any line items marked as Not Applicable will be converted to a system "Pass" with a top score of 1 when calculating the evaluation quality score.
Note: You may have chosen to use a different title for what the system considers a pass.
Removed from calculations
Any line items marked as Not Applicable will be ignored (as if they were not on the scorecard at all) when calculating the evaluation quality score.
Auto-fail settings
If a line item tagged with the auto-fail option is scored as a system "Fail" (or lower) during an evaluation, the evaluation outcome will be Fail regardless of whether the overall evaluation quality score exceeds the scorecard pass rate.
For this scenario, you can choose how the quality score is handled:
Set form result to zero
The evaluation quality score is set to 0% when a critical fail occurs.
Show calculated result
The underlying evaluation quality score is kept and published in reports, even though the outcome is Fail.
Important notes
These settings apply globally to all scorecards and evaluations
Changes apply to new evaluations only; existing evaluations retain their original settings
Choose a consistent approach to N/A and auto-fail treatment across your organisation
Auto-fail line items are tracked separately in reports, allowing you to monitor compliance with critical requirements