To simplify the assessment setup process in projects where previous assessments of the same assessment type exist, Facilitators can choose to copy over the attendees from the previous assessment.
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Attendees can only be copied between assessments of the same assessment type within the same project. For example, attendees cannot be copied from a PDRI assessment to a Commissioning & Operational Readiness assessment.
When creating a new assessment, select the option to copy attendees from the most recent assessment of the same assessment type for the project. By default, this option will be selected. If you do not wish to copy attendees, uncheck this box before creating the assessment.
Copy Attendees from Previous Assessment
By clicking Create, a new assessment is created with the Attendees tab populated with the Attendees from the previous assessment. From here, attendees can be edited and added as appropriate.
For more information about adding attendees, please refer to the following articles:
- Enter PDRI Assessment Attendees
- Enter Construction Readiness Assessment Attendees
- Enter Commissioning & Operational Readiness Assessment Attendees
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