Add 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, Company admin users choose what assessment templates will be activiated. Afterwards, Company Admin and Business Admin users can easily add templates at any point to accommodate their organization's changing needs. 

PDRI and Construction Readiness assessment templates are based on research led by the Construction Industry Institute (CII). To comply with CII copyright requirements, organizations that are not CII member companies are required to purchase a copy of the latest CII publication associated with each template type that will be used.

Adding Templates to a New Carve Account

When a Company Admin user logs into their Carve account for the first time, they will start with the Assessment Template Setup process. This process only takes a few minutes to complete, and ensures that all the templates you need are activated in the Carve account.

If two Company Admin users attempt to complete this process at the same time, the user that advances through the process second will receive a notification saying the process is being completed by another user. The user can then click Cancel to navigate directly to their Carve account and wait for the other Company Admin user to complete the process.

Navigate to the Assessment Template Setup Process section of this article for step-by-step instructions on how to complete this process.

Adding Templates to an Existing Carve Account

Company Admin and Business Admin users can add templates to their company's Carve account at any time. From the Admin tab, select Templates. Click on the Add Template button to initiate the Assessment Template Setup Process. Step-by-step instructions on how to complete this process are available in the following section.



Add Template Button


Assessment Template Setup Process

The Assessment Template Setup Process includes 4 easy steps.

Step 1: Privacy Policy
Review the latest version of the Carve Privacy Policy. Click the blue hyperlink to navigate to the document, and check the box once you have completed your review. Select Next to navigate to Step 2.


Assessment Template Setup: Step 1


Step 2: CII Membership
Confirm whether or not your organization is a Construction Industry Institute (CII) member. Click on the blue hyperlink for more details about CII. Click Next to proceed to Step 3 or Previous to return to Step 2.



Assessment Template Setup: Step 2

Step 3: Assessment Templates
Select the templates that you wish to add to your Carve account. 

To comply with CII copyright requirements, companies that are not CII members are required to purchase one copy per organization of the CII publication associated with each template type used. Click on the CII Publication Link beside the template type to purchase the related CII publication.  The exception is the Commissioning & Operational Readiness assessment templates, which do not have a specifically associated CII publication.  By selecting a template to activate, you are attesting to owning a copy of the corresponding CII publications. 

Click Next to proceed to the final step or Previous to return to Step 3.  




Company Admin users can only add templates for Carve modules for which they have a subscription. For example, a company with both Carve for PDRI and Carve for Construction Readiness (CRA) enabled can add additional PDRI and CRA templates.  
Step 4: Review and Confirm
Review the details listed on the page. If there is anything that needs to be changed, click Previous to move to a previous step and make the necessary changes. Click Confirm to complete the Assessment Template setup process.

After completing this process, newly added templates will be visible on the Manage Templates page.  Templates are managed by Company Admin and Business Admin users. Facilitators and Admin users can now create assessments with the new template that have been activated.



Assessment Template Setup: Step 4


Custom Templates

If your organization has a custom template, it will not appear in the Assessment Templates list, but will be available in your Carve account.

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