Manage Templates
Add Templates
Your organization can add new templates by clicking the "Add Templates" button on the Manage Templates page from the Admin Tab. Admin users manage the assessment templates available in their Carve account. While setting up a new Carve account, ...
Commissioning & Operational Readiness Templates
Edit Category Name and Description (Commissioning) Category names and descriptions may be edited by an Admin user. To edit a category name and/or description: From the Admin tab, select Templates. Select the Commissioning & Operational Readiness ...
Construction Readiness Templates
Edit Category Name and Description (Construction Readiness) Category names and descriptions may be edited by an Admin user. To edit a category name and/or description: From the Admin tab, select Templates. Select the Construction Readiness template. ...
PDRI Templates
Industry validated templates are available for five industry sectors, all of which can be edited required: Industrial projects could include power plants, chemical plants, oil & gas production, water and/or waste treatment, and manufacturing. In ...
Export Assessment Data by Template
Company Admin users can export their assessments in .csv format on a template by template basis from the Templates tab. To export assessment data: From the Admin tab, select Templates. Click the down arrow on the applicable template. Select Export ...
Print/Share Element Descriptions (Facilitation Package) as a PDF
Prior to facilitating an assessment session, it is valuable for attendees to read the element descriptions associated with the template being used. In Carve, Admin users can create a PDF Facilitation Package which contains all of the elements that ...
Rename Templates
To edit a template name to better fit an organization’s specific nomenclature: From the Admin tab, select Templates. Click the down arrow on the template to be renamed. Select Edit. Rename Template 4. Update the Custom Name and Custom Description ...
Templates with Accuracy Factors
Beginning with version 6.0 of Carve, the following templates have been added to the template list: PDRI Infrastructure V4.1 PDRI Building V4.1 PDRI for Manufacturing & Life Sciences V1.1 These templates include the Accuracy Section originally ...
Activate/Inactivate Templates
Some templates have multiple versions. However, it is recommended that organizations only activate applicable templates and inactivate older template versions to minimize confusion and promote greater consistency during assessment sessions. To ...
Supported Templates
Carve currently supports the following assessment templates: Template Type Template Name Spreadsheet .xlsm Import Available Industrial Projects PDRI Industrial V3.8 Industrial PDRI V4.0 PDRI MATRS Industrial V5.0 Yes Yes No Infrastructure Projects ...
Manage Templates Overview
Carve supports PDRI templates, Construction Readiness templates, and Commissioning & Operational Readiness templates. For Professional and Enterprise companies, these templates can all be edited by admin users. A summary of all available templates ...