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:

1. From the Admin tab, select Templates.
   
2. Select the Construction Readiness template.
3. Click on the word Assessment.
4. Click the down arrow on the category to be edited.
   
5. Select Edit.

Edit Category Descriptions (CRA)

   

      6. Enter the Custom Name and/or Custom Description.

      7. Click Save.

Edit Best Practices Content (Category Description)

To edit the content on the Best Practices tab of the Construction Readiness Assessment, follow the steps noted above.

The content entered in the Master Description / Custom Description field populate the Best Practices tab within the assessment:

Reset Category Name/Description to Default

1. Click the down arrow on the category to be reset.
   
2. Select Edit.
   
3. Click Reset.

Edit Factor Descriptions (Construction Readiness)

Factor names and descriptions may be edited by an Admin user. To edit factor name and description use the following steps:

1. From the Admin tab, select Templates.
   
2. Select the Construction Readiness template.
3. Click on the word Assessment.
4. Click the name of the category containing the factor to be edited.
5. Click the down arrow on the factor to be edited.
   
6. Select Edit.

Edit Factor Name and Description (CRA)

      

      7. Enter the Custom Name and/or Custom Description.

      8. Click Save.

Reset Factor Name/Description to Default

1. Click the down arrow on the factor to be reset.
   
2. Select Edit.
   
3. Click Reset.

Create Custom Factors (Construction Readiness)

Up to 20 custom factors may be created using the “Company Specific” category. Custom factors are treated as “fundamental” factors, meaning they are not weighted and do not affect the overall construction readiness core. However, they provide an opportunity to capture comments and action items for additional factors. 

 

Admin users can access the “Company Specific” category. To add custom factors or edit the Company Specific category:

1. From the Admin tab, select Templates.
   
2. Select the Construction Readiness template.
3. Click on the word Assessment.
4. Select category 16. Company Specific.
   
5. Click on the down arrow on the a factor.
   
6. Select Edit.
   
7. Enter a Custom Name and Custom Description.
   
8. Click Save. 

Custom Factors

Category 16. Company Specific is excluded from assessments by default. To enable this category, click the drop-down arrow beside the category and select include. This must be repeated for any factors the user wishes to include in their assessments. 

Factors in the “Company Specific” category will only appear in assessments created after the category and factors are enabled. Existing assessments and projects will not be affected by enabling this category. 

Company Specific Category (CRA)

Exclude Categories/Factors at Template Level (Construction Readiness)

Excluding categories or factors at the Manage Templates Level will be reflected on all new assessments in new projects created after the exclusion. Existing projects and their assessments are not affected by the template exclusion. This ability is only available to organizations that have the “Exclude” feature enabled by Valency.

To exclude a component of a template, click on the down-arrow button on the right of the category/factor then select Exclude. A black Exclude symbol will appear on the component that is excluded, and a grey Exclude symbol will appear on any upper-level components above it.

Exclude a Factor (CRA)

Auto Re-numbering Feature

To simplify the construction readiness facilitation process, when a category or factor is excluded from the template, the remaining categories and factors are automatically renumbered. Project stakeholders will not be distracted by excluded content. This has been reflected in the: 

1. Construction Readiness template report (facilitation package)
2. Conducting of assessments
3. Construction Readiness Summary report 
   

In the example below, the “Health/Safety/Security” category has been excluded, resulting in a re-numbering of subsequent categories. Similarly, the second factor under 4. Execution has been excluded, resulting in a re-numbering of the remaining factors in this category.

Automatic Re-numbering of Factors and Categories (CRA)

Category Weighting Summary

Admin users can download a Category Weighting Summary from the Manage Templates tab. The Category Weighting Summary is a PDF report detailing the weighting impact of a company’s customizations to the CRA templates. By comparing the company’s customized template against the master template, the following data is highlighted:

1. Categories excluded
2. Number of remaining factors in a category
3. Raw category weight
4. Normalized category weight
5. Change in weighting (master vs. customized category normalized weighting)
   

A view of the Category Weighting Summary is shown below.

Category Weighting Summary (CRA)

Print the Category Weighting Summary

1. From the Admin tab, select Templates.
   
2. Click on the down arrow on the Construction Readiness Assessment.
3. Select Print Weights Report.
   
4. If desired, print the downloaded PDR report.

Print Category Weighting Summary (CRA)

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