Create a Commissioning & Operational Readiness Assessment

If a new project is being created, the user will be prompted to create the Commissioning & Operational Readiness Assessment at the same time. Refer to the Create a Project article.

To create an assessment in a pre-existing project,

1. From the Carve projects dashboard, click on the Project name.
2. Click Create Assessment
   

Create Assessment from Existing Project (Commissioning)

      3. A new pop-up will appear to create an assessment

1. Select Assessment Type: Commissioning
2. Select the Template
   
3. Select the Commissioning Phase
4. Select the Assessment Date
   
5. Optional: Enter the Facilitator's name (select from list of Carve facilitator users. Depending on the assigned restrictions, Facilitators can only view/edit assessments to which they are assigned).
   
6. Optional: Enter the Project Manager's name (select from list of Carve Project Managers or type in the appropriate name. Depending on the assigned restrictions, Project Managers can only view assessments to which they are assigned).
   
7. If a previous Commissioning & Operational Readiness Assessment has already been conducted for this project, select whether you would like to carry forward the attendees and/or action items.

      4. Click Create. This will open the new assessment.

Create a Commissioning Assessment

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