Auto Population & Scoring

Auto Population

The data source field can be used to populate additional information automatically from the original source. 

In order for this feature to work, the following two form fields are required:

• Data source

• Text

For example, respondents may be required to select a contracting company, using Lucidity Contractor as the data source. Once selected, the company's ABN (assuming this field is populated in Lucidity Contractor) could be set to automatically populate. (Note that if Lucidity Contractor is not available, company names can be modified via the Settings tab in Lucidity Access.)

To set the auto population of data, from the Edit Form page:

1. Add data source as a new field to the form

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2. Add reference ID, details and select 'Required' if applicable

   1. Refer to Definitions of Fields: Configurable Attributes on this page of the user guide for more details

   2. Adding additional instructions for the respondent will assist them populating the fields

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3. Select the relevant data source from the drop-down list

   1. In this example, Company has been selected

       

4. Select the field to be displayed from the drop-down list

   1. Note this will adjust dependant on the data source selected

   2. In this example, Name has been selected

       

5. Some data source fields allow for a filter to be applied. This means only criteria meeting the filter will be available for selection. If a filter is required:

   1. Select 'Apply a Filter'

   2. Select the filter required

   3. Tick which criteria must be met

   4. In this example, company names will only be available for selection if their company status = approved

       

6. Add text as a new field to the form

    

7. Add reference ID, details and select 'Required' as applicable

   1. Note: Required must be selected for this functionality to work

   2. Adding additional instructions for the respondent will assist them populating the fields

       

8. Select the 'Populate From' source

   1. All existing data sources in the form will be available

   2. In this example form, 3 data sources already exist for employee reporting incident, as well as 1 each for manager/ supervisor and contracting company

   3. Contracting Company has been selected

       

9. Select the relevant field in the second populate from drop down

   1. This will relate to the initial selection

   2. In this example, as contracting company was selected initially, all fields relating to company in Lucidity Contractor will be available. If 'Employee Reporting Incident' had been selected, all employee fields in Lucidity HR would be available.

   3. ABN/ ACN has been selected

       

Additional text fields can be added if required to populate more information from the data source. In the example above, the company's phone number and/ or email could be added.

Note that a separate text field is required for each additional value to be populated from the data source.

10. The option to make the text or paragraph field read only is available. In the event no data exists, the field will remain blank. Enabling the read only field means users completing the form will not be able to edit or change the auto-populated information, even if the field remains blank.

Scoring

Scoring Setup

Scores will only be displayed on forms that have scoring configured. There are two types of scoring configurations that can be applied from the Form Admin page:

Two form fields can have scoring applied:

• Drop-down

• Radio button

Scoring is enabled by ticking 'Include Scoring' in the form edit screen. 

In the example below, when Excellent is selected by a respondent, a score of 5 will be applied. When Very Good is selected, a score of 4 is applied and so-on.

Scoring is calculated and displayed as a percentage and can be viewed on the screen as a form is being completed, from the list of records and from Excel reports.

Scoring Weight

The total potential score is calculated by adding the maximum possible score for each form field within the form where scoring is applied. For example, if there are three form fields within the form that have scoring applied, and they each have a maximum possible score of 5, then the total possible score is 15. Each form field has equal weighting.

It is also possible to have unevenly weighted questions if required. This means the maximum scores for form fields can be different. For example, there may be three form fields within the form that have scoring applied, and the maximum possible score is 5, 5 and 10. In this scenario, the total possible score is 20. However, the form field that has the maximum of 10 will contribute 50% of the score outcome.