Audit Scoring calculates results from audit responses, giving you a snapshot of performance. Scores are generated using workflows that pull data from Table Templates.
Before scoring runs, table templates define what is scored, workflows define when/how, and conditions & actions set the rules.
- Table Template = what gets scored
- Workflow = when/how scoring happens
- Conditions & Actions = rules that control scoring
How to Configure Audit Scoring
Step 1: Go to Configuration > Workflows.
Step 2: Click New.
Step 3: Click on the Configuration sub-tab, fill in:
Name
- Use – select Audit
- Trigger – choose when scoring runs (e.g., On Record Update)
- Description – optional
Once you are done, click Save.
Audit scoring workflows can be configured in multiple ways to align with your audit needs.
This example walks through one type of setup so you can see how scoring automation works in practice.
Step 4: Click on the Workflow Steps sub-tab. Select the Table Template you want to score from the dropdown menu.
Step 5: Now define when the workflow should run by setting Conditions:
Resource: the Table Template property to monitor
- Operator: how changes are detected or compared
- Value: the specific value to match (optional, can be left blank to catch all changes)
Step 6: Define what the workflow should do when triggered by setting Actions:
Action: choose what the workflow performs (e.g., Set Attribute Value or Send Notification)
- Attribute to Set: select the field that will be updated by the action
- Attribute or Value: enter the attribute or value the workflow should apply
- In this example, a pre-built TraceGains expression is entered.
Step 7: Once you are done setting Conditions & Actions, click Save.
Run a test audit for your template to see if your attribute updates correctly.