Understanding compliance scores

Compliance scores show how well an estate or individual component (e.g., property, asset, type, etc.) meets your defined requirements, such as required documents and assessments. These scores help you quickly identify areas that are fully compliant and those that need attention.

What goes into a compliance score?

Each compliance score is based on a set of rules assigned to a property or asset. These rules usually involve:

• Documents (e.g., certificates, reports)
• Assessments (e.g., audits, inspections)

Each item is reviewed to see if it’s in place, valid, or completed properly.

How is it scored?

We evaluate each requirement individually:

• Documents are scored as either compliant or not (100% or 0%), depending on whether the required document is uploaded and in date.
• Assessmentsare scored based on two key factors:
  • Risk reduction: We look at how much the risk has been reduced from the initial risk score to the residual risk score. This only applies if risk scoring is enabled.
  • Outstanding actions: Any required actions that haven’t been completed will reduce the score further.

The more the risk is reduced and the fewer actions left to complete, the higher the compliance score for that assessment.

All individual scores (documents and assessments) are then averaged to calculate compliance scores, depending on where the score is shown in the platform.

Where are the scores shown?

Compliance scores can be viewed at various levels of your estate:

• Individual properties or assets
• Groups like Types or Categories
• Specific components, such as documents only or assessments only

This helps you understand both the big picture and the specific areas that need attention.

Why it matters? 

Compliance scores give you a clear, measurable way to track performance, manage risk, and demonstrate compliance. The higher the score, the more confident you can be that your estate is meeting its compliance obligations.