Tool

Score the audit

Score = Σ weight × result ÷ Σ weight

Answer each checklist item Yes, Partial, No, or Not applicable. Each item has a weight: standard (1), important (2), or critical (3). The scorecard gives a weighted score for every category and overall, lists the findings with due dates, and fails the audit if any critical item fails, whatever the score. Edit the categories and items to match your site. Load the example to see a worked audit.

Days allowed to close a finding

Your entries are saved in this browser only, so you can come back to them. Nothing is sent to a server. The checklist is an example: replace it with the requirements and standards that apply to your site. A Partial answer counts half the weight and is logged as a minor finding. The example is made-up data.

Result

How did the audit go?

Overall score
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Items scored
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Critical findings
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Major findings
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Minor findings
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Categories under 75%
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Score some items to see the result.

Picture

Score by category

Findings and due dates

Instructions

How to use this scorecard

  1. Edit the categories and items so they match the requirements and standards for your site. Set the weight of each item: critical for conditions that could cause serious harm immediately.
  2. Walk the area. Answer each item from what you see, what people tell you, and what records show, and note the evidence in your audit file.
  3. Read the score and the findings. Any failed critical item fails the audit, whatever the score.
  4. Set the days allowed for each grade of finding. The due dates are calculated from the audit date.
  5. Copy the findings into your corrective action tracker, assign owners, and verify the fixes at the next audit.

What This Safety Audit Scorecard Does

Enter the result of each checklist item, Yes, Partial, No, or Not applicable, and the scorecard calculates a weighted score for each category and overall, lists the findings graded Critical, Major, or Minor, calculates due dates, and fails the audit if a critical item fails. Edit the categories and items to match your site, then print the result or copy the findings into your corrective action tracker.

It follows the method in the Safety Audits and Inspections guide, and works like the 5S and 7S Audit Scorecard for safety.

How Scoring and Grading Work

ItemHow it worksWhy
Item weightStandard 1, important 2, critical 3A failed critical item matters more than a failed standard one
Result pointsYes = 1, Partial = 0.5, No = 0; Not applicable and unscored items are left outGives a fair score when some items do not apply
Category and overall scoreSum of weight × points divided by the sum of weightsA weighted percentage
Finding gradeNo on a critical item = Critical; No on an important item = Major; No on a standard item or any Partial = MinorSets the urgency of the fix
Due dateAudit date plus the days you allow for the gradeMakes the follow-up concrete
Critical ruleAny Critical finding fails the audit, whatever the scoreStops a high percentage from hiding a dangerous condition

Worked Example

The pre-loaded audit covers eight categories at an illustrative plant, with 32 checklist items. The weighted overall score is 77.3%, which would be “Needs improvement.” But one critical item failed: lockout devices and procedures are not available at every machine that needs them. So the audit fails, whatever the percentage.

The lowest categories are hazard identification and risk assessment (55%) and machine guarding and energy control (64%). The audit logs 11 findings: 1 critical, 2 major, and 8 minor, with due dates of 1, 7, and 30 days from the audit date.

Limits and Good Practice

Safety Audit Scorecard Frequently Asked Questions

What is a weighted audit score?

A score in which each item counts in proportion to its importance. A critical item with weight 3 affects the score three times as much as a standard item with weight 1. The category and overall scores are the weighted points earned divided by the weighted points possible.

Why does a critical failure fail the whole audit?

Because some conditions, such as a missing lockout control or a blocked emergency exit, are too serious to be offset by good scores elsewhere. Failing the audit on a critical item keeps the percentage from hiding it, and signals that action is needed now.

How should I set the days allowed for findings?

Set them by the risk. Critical conditions should be contained at once, often the same day. Major findings usually need a fix within days to a few weeks, and minor ones within a month or on the next planned maintenance. Use your own policy, and apply it consistently.

What does Partial mean?

That the requirement is met in some places or some of the time but not fully, for example a lockout procedure that exists for most machines but not all. It earns half the weight and is logged as a minor finding. If the gap is a serious one, score it No.

Can I use my own checklist?

Yes. Rename the categories, edit the items, set their weights, and add or delete as needed. Your entries are saved in this browser so that you can return to them.

Is my data stored anywhere?

Only in this browser, so you can return to it. Nothing is sent to a server. Download or copy the findings to keep a record, and clear the entries if you are using a shared computer.