Interview scorecard template

Smart Room Automation Specialist interview scorecard

Pre-screening scorecard for Smart Room Automation Specialist candidates.

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skilled trades technical operationsav integrationcrestronknxlutron lighting
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Hands-on competence

35% weight

Check hands-on programming and commissioning depth: Crestron SIMPL or C#, Control4 Composer, KNX ETS, Lutron QSX, Q-SYS Designer, Dante audio routing, and rack terminations they built themselves.

Evidence to listen for

  • Names the equipment, materials, and tolerances they work to
  • Can describe a job start to finish without hand-waving the hard parts
  • Holds the tickets, licences, or certifications the work requires, and they are current
  • Knows what they are not qualified to touch

Five-point scoring guide

1
Poor

Cannot describe the work concretely; lacks required tickets or licences.

2
Needs Improvement

Basic familiarity; needs supervision on routine tasks.

3
Satisfactory

Competent on standard work; slower or unsure on unfamiliar jobs.

4
Very Good

Skilled and independent across the normal range of the role.

5
Excellent

Names specific control platforms they program and commission, describes rack builds, load schedules, and scene tuning done on live sites.

02
Evaluation factor

Safety discipline

30% weight

Probe low-voltage and mains safety practice: separation of Cat6A from mains runs, lockout on lighting circuits, working at height in ceiling voids, and any 18th Edition or site induction cards held.

Evidence to listen for

  • Treats procedure as protection rather than paperwork
  • Can describe a time they stopped work and why
  • Knows the specific hazards of this trade and the controls for each
  • Reports near misses instead of hiding them

Five-point scoring guide

1
Poor

Casual about safety; describes shortcuts with pride.

2
Needs Improvement

Follows procedure when watched; cannot name the hazards that matter.

3
Satisfactory

Sound safety habits; less certain on unfamiliar hazards.

4
Very Good

Safety is instinctive; can describe stopping work over a real concern.

5
Excellent

Cites certification held, describes isolation before touching dimmer panels, and treats cable segregation and RAMS paperwork as routine, not optional.

03
Evaluation factor

Fault finding

20% weight

Test diagnostic method on flaky systems: dropped Zigbee or Z-Wave mesh nodes, KNX bus telegram storms, HDMI EDID and HDCP handshake failures, or BACnet points that stopped reporting.

Evidence to listen for

  • Has a method for narrowing a fault rather than swapping parts
  • Reads schematics, manuals, or error codes and acts on them
  • Knows when to escalate rather than guess
  • Can describe a fault that took real work to find

Five-point scoring guide

1
Poor

Parts-swapper; no diagnostic method.

2
Needs Improvement

Fixes symptoms; cannot explain how they found the cause.

3
Satisfactory

Solid on familiar faults; less structured on new ones.

4
Very Good

Clear systematic method with a real hard-fault story.

5
Excellent

Walks a fault from symptom to root cause using bus monitors, packet capture, or signal test gear rather than swapping boxes at random.

04
Evaluation factor

Reliability and conduct

15% weight

Assess conduct on occupied client sites: handover training given to end users, as-built documentation and IP schedules left behind, snag list closure, and response on remote support callouts.

Evidence to listen for

  • Turns up, on time, prepared
  • Handles shift work, callouts, or travel as the role requires
  • Documents work so the next person can pick it up
  • Deals with customers or site staff professionally

Five-point scoring guide

1
Poor

Unreliable attendance; unprofessional on site.

2
Needs Improvement

Inconsistent; documentation is an afterthought.

3
Satisfactory

Dependable; paperwork is adequate.

4
Very Good

Consistently reliable, documents well, professional with customers.

5
Excellent

Describes documented handovers, tidy finished rooms, and repeat clients or integrators who request them by name for follow-on phases.

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