{"id":12545,"date":"2026-02-25T23:47:46","date_gmt":"2026-02-25T18:17:46","guid":{"rendered":"https:\/\/factech.ai\/blog\/?post_type=ufaq&#038;p=12545"},"modified":"2026-02-25T23:47:46","modified_gmt":"2026-02-25T18:17:46","slug":"how-to-configure-and-use-the-scorecard-checklist-in-factech","status":"publish","type":"ufaq","link":"https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-and-use-the-scorecard-checklist-in-factech\/","title":{"rendered":"How to Configure and Use the Scorecard Checklist in FacTech"},"content":{"rendered":"<div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-load_more ewd-ufaq-category-tabs- ewd-ufaq-faq-category-title-accordion\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='date' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='desc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/12545' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-default\" id='ewd-ufaq-post-12545-khJ7xNPAe6' data-post_id='12545'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title '>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-and-use-the-scorecard-checklist-in-factech\/' >\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-square'>\n\t\t\t<span >A<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h4>\n\t\t\t\tHow to Configure and Use the Scorecard Checklist in FacTech\t\t\t<\/h4>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<h3 data-start=\"237\" data-end=\"295\">1. What is the Scorecard Checklist feature in FacTech?<\/h3>\n<p data-start=\"297\" data-end=\"428\">The Scorecard Checklist feature in the Soft Services module allows administrators to assign score values to checklist parameters.<br \/>\nIt helps organizations:<\/p>\n<ul data-start=\"454\" data-end=\"621\">\n<li data-start=\"454\" data-end=\"503\">\n<p data-start=\"456\" data-end=\"503\">Measure performance against defined standards<\/p>\n<\/li>\n<li data-start=\"504\" data-end=\"549\">\n<p data-start=\"506\" data-end=\"549\">Automatically calculate compliance scores<\/p>\n<\/li>\n<li data-start=\"550\" data-end=\"577\">\n<p data-start=\"552\" data-end=\"577\">Monitor service quality<\/p>\n<\/li>\n<li data-start=\"578\" data-end=\"621\">\n<p data-start=\"580\" data-end=\"621\">Generate structured performance reports<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12556\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-234248.png\" alt=\"\" width=\"850\" height=\"264\" \/><\/p>\n<\/li>\n<\/ul>\n<p data-start=\"623\" data-end=\"710\">The system calculates the total score automatically based on configured scoring labels.<\/p>\n<h3 data-start=\"717\" data-end=\"765\">2. How do I configure a Scorecard Checklist?<\/h3>\n<p data-start=\"767\" data-end=\"803\">To configure scoring in a checklist:<\/p>\n<ol data-start=\"805\" data-end=\"1200\">\n<li data-start=\"805\" data-end=\"853\">\n<p data-start=\"808\" data-end=\"853\">Log in to the <strong data-start=\"822\" data-end=\"840\">FacTech System<\/strong> as an Admin.<\/p>\n<\/li>\n<li data-start=\"854\" data-end=\"887\">\n<p data-start=\"857\" data-end=\"887\">Navigate to <strong data-start=\"869\" data-end=\"886\">Soft Services<\/strong>.<\/p>\n<\/li>\n<li data-start=\"888\" data-end=\"940\">\n<p data-start=\"891\" data-end=\"940\">From the left-side menu, select <strong data-start=\"923\" data-end=\"939\">Housekeeping<\/strong>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12546 size-full\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-224335.png\" alt=\"\" width=\"1851\" height=\"734\" \/><\/p>\n<\/li>\n<li data-start=\"941\" data-end=\"972\">\n<p data-start=\"944\" data-end=\"972\">Open the required checklist.<\/p>\n<\/li>\n<li data-start=\"973\" data-end=\"1000\">\n<p data-start=\"976\" data-end=\"1000\">Click on <strong data-start=\"985\" data-end=\"999\">Build Task<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1001\" data-end=\"1064\">\n<p data-start=\"1004\" data-end=\"1064\">Click the <strong data-start=\"1014\" data-end=\"1037\">Key icon<\/strong> to configure instructions.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12547 size-full\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-225402.png\" alt=\"\" width=\"1890\" height=\"604\" \/><\/p>\n<\/li>\n<li data-start=\"1065\" data-end=\"1123\">\n<p data-start=\"1068\" data-end=\"1123\">In the <strong data-start=\"1075\" data-end=\"1095\">Instruction Type<\/strong> , select <strong data-start=\"1113\" data-end=\"1122\">Score<\/strong>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12548 size-full\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-225655.png\" alt=\"\" width=\"1884\" height=\"764\" \/><\/p>\n<\/li>\n<li data-start=\"1124\" data-end=\"1174\">\n<p data-start=\"1127\" data-end=\"1174\">Add scoring labels (e.g., \u201cYes\u201d = 1, \u201cNo\u201d = 0).<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12549 size-full\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-225923.png\" alt=\"\" width=\"955\" height=\"372\" \/><\/p>\n<\/li>\n<li data-start=\"1175\" data-end=\"1200\">\n<p data-start=\"1178\" data-end=\"1200\">Click <strong data-start=\"1184\" data-end=\"1191\">Add<\/strong> to save.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12550 size-full\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-230025.png\" alt=\"\" width=\"943\" height=\"439\" \/><\/p>\n<\/li>\n<\/ol>\n<p data-start=\"1202\" data-end=\"1276\">Repeat the process for all checklist parameters where scoring is required.<\/p>\n<h3 data-start=\"1542\" data-end=\"1595\">3. How does staff access the Scorecard Checklist?<\/h3>\n<p data-start=\"1597\" data-end=\"1630\">Once the checklist is configured:<\/p>\n<ol data-start=\"1632\" data-end=\"1802\">\n<li data-start=\"1632\" data-end=\"1666\">\n<p data-start=\"1635\" data-end=\"1666\">Open the <strong data-start=\"1644\" data-end=\"1665\">FacTech Staff App<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1667\" data-end=\"1711\">\n<p data-start=\"1670\" data-end=\"1711\">Scan the QR code linked to the checklist.<\/p>\n<\/li>\n<li data-start=\"1712\" data-end=\"1743\">\n<p data-start=\"1715\" data-end=\"1743\">Open and fill the checklist.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12555 size-full\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-233538.png\" alt=\"\" width=\"333\" height=\"643\" \/><\/p>\n<\/li>\n<li data-start=\"1744\" data-end=\"1802\">\n<p data-start=\"1747\" data-end=\"1802\">Select the appropriate scoring labels while submitting.<\/p>\n<\/li>\n<\/ol>\n<p data-start=\"1804\" data-end=\"1884\">The system automatically calculates the total score based on selected responses.<\/p>\n<h3 data-start=\"2034\" data-end=\"2081\">4. How can I download the Scorecard Report?<\/h3>\n<p data-start=\"2083\" data-end=\"2106\">To download the report:<\/p>\n<ol data-start=\"2108\" data-end=\"2302\">\n<li data-start=\"2108\" data-end=\"2127\">\n<p data-start=\"2111\" data-end=\"2127\">Log in as Admin.<\/p>\n<\/li>\n<li data-start=\"2128\" data-end=\"2155\">\n<p data-start=\"2131\" data-end=\"2155\">Go to <strong data-start=\"2137\" data-end=\"2154\">Soft Services<\/strong>.<\/p>\n<\/li>\n<li data-start=\"2156\" data-end=\"2180\">\n<p data-start=\"2159\" data-end=\"2180\">Click on <strong data-start=\"2168\" data-end=\"2179\">Reports<\/strong>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12551 size-full\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-231006.png\" alt=\"\" width=\"1880\" height=\"565\" \/><\/p>\n<\/li>\n<li data-start=\"2181\" data-end=\"2212\">\n<p data-start=\"2184\" data-end=\"2212\">Select <strong data-start=\"2191\" data-end=\"2211\">Scorecard Report<\/strong>.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12552\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-231029.png\" alt=\"\" width=\"350\" height=\"312\" \/><\/p>\n<\/li>\n<li data-start=\"2213\" data-end=\"2266\">\n<p data-start=\"2216\" data-end=\"2266\">Choose the required <strong data-start=\"2236\" data-end=\"2249\">From Date<\/strong> and <strong data-start=\"2254\" data-end=\"2265\">To Date<\/strong>.<\/p>\n<\/li>\n<li data-start=\"2267\" data-end=\"2302\">\n<p data-start=\"2270\" data-end=\"2302\">Click <strong data-start=\"2276\" data-end=\"2301\">Download Score Report<\/strong>.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12553\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-231131.png\" alt=\"\" width=\"350\" height=\"314\" \/><\/p>\n<\/li>\n<\/ol>\n<p data-start=\"2304\" data-end=\"2349\">The report will be downloaded to your system.<\/p>\n<h3 data-start=\"2356\" data-end=\"2425\">5. What does \u201cTotal Score\u201d and \u201cActual Score\u201d mean in the report?<\/h3>\n<ul data-start=\"2427\" data-end=\"2622\">\n<li data-start=\"2427\" data-end=\"2536\">\n<p data-start=\"2429\" data-end=\"2536\"><strong data-start=\"2429\" data-end=\"2444\">Total Score<\/strong> \u2013 The maximum possible score configured for the checklist within the selected date range.<\/p>\n<\/li>\n<li data-start=\"2537\" data-end=\"2622\">\n<p data-start=\"2539\" data-end=\"2622\"><strong data-start=\"2539\" data-end=\"2555\">Actual Score<\/strong> \u2013 The score achieved based on the submitted checklist responses.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-12556 size-full\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-25-234248.png\" alt=\"\" width=\"1274\" height=\"396\" \/><\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2624\" data-end=\"2699\">This helps in evaluating performance and identifying areas for improvement.<\/p>\n<\/div>\n\t\t\n\t\t\t<div class='ewd-ufaq-faq-custom-fields'>\n\n\t\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-permalink'>\n\t\n\t<a href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-and-use-the-scorecard-checklist-in-factech\/'>\n\t\t\n\t\tPermalink\t\t <div class='ewd-ufaq-permalink-image'><\/div> \t\n\t<\/a>\n\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-back-to-top'>\n\t\n\t<a class='ewd-ufaq-back-to-top-link'>\n\t\tBack to Top\t<\/a>\n\n<\/div>\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>A How to Configure and Use the Scorecard Checklist in FacTech 1. What is the Scorecard Checklist feature in FacTech? The Scorecard Checklist feature in the Soft Services module allows administrators to assign score values to checklist parameters. It helps organizations: Measure performance against defined standards Automatically calculate compliance scores Monitor service quality Generate structured<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[1972,1085,486,4330,4331],"ufaq-tag":[4335,4333,4332,4334],"ufaq_folder":[],"class_list":["post-12545","ufaq","type-ufaq","status-publish","hentry","ufaq-category-cafm","ufaq-category-checklist","ufaq-category-ppm","ufaq-category-scorecard-checklist","ufaq-category-soft-service","ufaq-tag-how-to-check-scorecard-checklist-in-factech","ufaq-tag-how-to-configure-and-use-the-scorecard-checklist","ufaq-tag-how-to-configure-and-use-the-scorecard-checklist-in-factech","ufaq-tag-scorecard-checklist-in-factech"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Configure and Use the Scorecard Checklist in FacTech - Facility Technology<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-and-use-the-scorecard-checklist-in-factech\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Configure and Use the Scorecard Checklist in FacTech - Facility Technology\" \/>\n<meta property=\"og:description\" content=\"A How to Configure and Use the Scorecard Checklist in FacTech 1. 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