> ## Documentation Index
> Fetch the complete documentation index at: https://docs.charle.agency/llms.txt
> Use this file to discover all available pages before exploring further.

# QA Scoring

> Understanding QA scores and how they improve scheduling accuracy

QA Scoring tracks how many QA cycles a client's work typically requires before passing. This helps the system suggest more accurate time allocations for QA-related subtasks.

## What is QA Scoring?

QA Scoring provides data-driven insights into each client's QA performance:

* **First-Pass Rate**: Percentage of tasks that pass QA on the first review
* **Average Cycles**: How many QA review cycles a client typically needs
* **QA Score**: A multiplier used to adjust QA time estimates

These metrics help PMs schedule realistic time for QA activities.

## Understanding QA Scores

### Score Values

A QA score of **1.0** means tasks typically pass on the first QA review:

| Score   | First-Pass Rate | Meaning                          |
| ------- | --------------- | -------------------------------- |
| **1.0** | \~100%          | Work passes first time (ideal)   |
| **1.5** | \~60%           | Often needs one round of fixes   |
| **2.0** | \~30%           | Usually needs multiple QA cycles |

### How It's Calculated

The QA score is based on:

1. **First-Pass Rate**: What percentage of tasks pass QA on the first review
2. **Average Cycles**: The mean number of review cycles needed before passing
3. **Sample Size**: More completed QA reviews = higher confidence

<Info>
  Only tasks with completed QA reviews contribute to the score. In-progress tasks don't affect calculations until QA is complete.
</Info>

### Confidence Levels

Like deliverability scores, QA scores have confidence levels:

| Confidence | Reviews      | Reliability                     |
| ---------- | ------------ | ------------------------------- |
| **Low**    | Fewer than 5 | Limited data - use with caution |
| **Medium** | 5-15         | Reasonable confidence           |
| **High**   | 15+          | Reliable data for scheduling    |

## How QA Scores Affect Scheduling

### T-Shirt Size Suggestions

When Alan suggests a t-shirt size for a development task, it considers the client's QA score:

* High QA scores (>1.5) may trigger a recommendation to bump up the size
* The reasoning explains if QA overhead influenced the suggestion

### Subtask Time Estimates

When a quote is approved and converted to a task:

1. Subtasks are created with pre-calculated AI suggestions
2. QA review subtasks get adjusted estimates based on QA score
3. Higher QA scores = more time suggested for QA activities

<Tip>
  The schedule dialog shows "Alan suggests: Xh Ym" with an explanation when the QA score influenced the estimate.
</Tip>

### Example

For a client with QA score of 1.8:

* Standard QA allocation: 30 minutes
* Adjusted suggestion: \~54 minutes (30 x 1.8, rounded to 15 min)
* Reasoning: "Adjusted for high QA cycles (1.8x avg)"

## Viewing QA Scores

QA scores are displayed in the Client Intelligence section of each client's detail page.

### What You'll See

* **QA Score**: The multiplier (e.g., 1.5)
* **First-Pass Rate**: Percentage (e.g., 60%)
* **Average Cycles**: Mean review cycles (e.g., 1.5)
* **Confidence**: Based on sample size
* **Sample Size**: Number of completed reviews

### Interpreting the Data

<Tabs>
  <Tab title="High First-Pass Rate">
    Score near 1.0, first-pass rate above 80%

    **What it means:**

    * This client's work typically passes QA on first review
    * Requirements are usually clear and well-understood
    * Developer work is consistently high quality

    **Action:**

    * Standard QA time allocations are appropriate
    * Consider this client's positive pattern
  </Tab>

  <Tab title="Moderate QA Cycles">
    Score 1.3-1.7, first-pass rate 50-70%

    **What it means:**

    * This client often needs one round of QA fixes
    * Could indicate evolving requirements or complex work

    **Action:**

    * Allow slightly more time for QA activities
    * Review if requirement clarity can be improved
  </Tab>

  <Tab title="High QA Cycles">
    Score above 1.8, first-pass rate below 50%

    **What it means:**

    * This client's work typically requires multiple QA cycles
    * May indicate unclear requirements, scope creep, or complex work

    **Action:**

    * Schedule significantly more time for QA
    * Consider t-shirt size bumps for development work
    * Review root causes - are requirements clear enough?
  </Tab>
</Tabs>

## QA Event Tracking

### What's Recorded

Each QA subtask completion records:

* **Task and Requirement**: What was reviewed
* **Cycle Number**: Which review round (1st, 2nd, etc.)
* **Pass/Fail**: Whether QA passed or failed
* **Developer**: Who did the development work
* **Reviewer**: Who performed the QA review
* **BugHerd Points**: Number of issues found (if applicable)

### Automatic Score Updates

After each QA completion:

1. The QA event is recorded
2. Client's QA score is recalculated
3. Score history is updated (if change > 0.1)

## Resetting QA Scores

<Warning>
  Only admins can reset QA scores. This should be done rarely and with good reason.
</Warning>

### When to Reset

Consider resetting when:

* The client's development processes have fundamentally changed
* New team members have significantly improved quality
* Historical data is no longer representative

### How to Reset

Use the API endpoint or admin interface to reset:

* Score returns to 1.0 (neutral)
* Sample size resets to 0
* Reset is logged in score history

## Impact on AI Suggestions

QA scores influence AI in two ways:

### 1. T-Shirt Size Suggestions

When generating size suggestions for quotes:

* QA metrics are included in the AI prompt
* High QA scores may trigger recommendations to size up
* Reasoning explains if QA overhead was a factor

### 2. Subtask Time Suggestions

When tasks are created from approved quotes:

* Each subtask gets a pre-calculated AI suggestion
* QA subtasks are adjusted by the QA score
* Suggestions appear in the schedule dialog

## Related Documentation

<CardGroup cols={2}>
  <Card title="Client Intelligence" icon="brain" href="/user-guide/clients/client-intelligence">
    Overview of all client scoring systems
  </Card>

  <Card title="Subtasks" icon="list-check" href="/user-guide/tasks/subtasks">
    Understanding subtask types and scheduling
  </Card>

  <Card title="T-Shirt Sizing" icon="ruler" href="/concepts/estimation/t-shirt-sizing">
    How time estimates work
  </Card>

  <Card title="Task Phases" icon="arrows-turn-to-dots" href="/user-guide/tasks/task-phases">
    QA phase in the task lifecycle
  </Card>
</CardGroup>
