Copy Action Items from Previous Assessment

Facilitators can update the status of action items and copy action items from a previous assessment to a new assessment (e.g. from Project Definition Rating Index (PDRI)-2 to a PDRI-3 assessment or from Construction Readiness Assessment (CRA) conducted at 60% Design Complete to an assessment conducted at 90% Design Complete).  

Action Items can only be copied between assessments of the same assessment type within the same project. For example, action items cannot be transferred from a PDRI to a Commissioning & Startup Readiness (CSU) Assessment. 

When creating a new assessment, users will see the option to Copy the Action Items from the last PDRI/CRA/CSU for this project. By default, this will be checked.

Capture Action Items from Previous Assessment

By clicking Create, a new assessment is created with the Action Items tab populated with the previous assessment’s action items. From this view, the Project Manager can update the status of action items and reorder action items as appropriate.

• Related Articles

• Manage Action Items Overview

  Action items are created during the facilitated Project Definition Rating Index (PDRI), Construction Readiness Assessment (CRA), or Commissioning & Startup Readiness (CSU) session during the element/factor review or from the Action Items tab. During ...

• Reorder Action Items

  Reordering the list of Action Items can position high-priority activities at the top to assist with prioritization. To reorder action items: From the Carve Project Dashboard, navigate to the correct assessment. Click Prepare. Within the assessment, ...

• Delete Action Items

  To delete action items from the Action Items tab: From the Carve Project Dashboard, navigate to the correct assessment. Select Prepare. Navigate to the Action Items tab within the assessment. Identify the action item to be deleted and select the down ...

• View Action Items

  To view action items within an assessment: From the Carve Project Dashboard, select the name of the project containing the relevant assessment. Locate the correct assessment and click Prepare to open the assessment page. Navigate to the Action Items ...

• Edit Action Items

  To edit an action item from the Action Items tab: On the Carve Project Dashboard, navigate to the correct assessment. Click Prepare to open the assessment. Navigate to the Action Items tab. Click the down arrow beside the action item to be edited. ...