Create a New Event

Create a New Event

TAR assessments are created within Events. Multiple assessments can be included within the same Event. 


Notes
Note: New Events can be created by Company Admins and Facilitators. 

Creating an Event 

From the Carve TAR Events Dashboard, click Create Event. 


Enter the Event details: 

  1. Event Name - required 
  2. Oil Out Date - required 
  3. Portfolio - required. Select the desired portfolio from the drop-down menu. It is important to choose the correct Portfolio, as this determines which users can view and access the Event based on assigned portfolio permissions.
Click Save. 



    • Related Articles

    • Create Assessments in an Event

      Assessments are created within Events in the TAR module. Depending on the user role and assessment type, users can create either Formal Assessments or Self Assessments. Creating a Formal Assessment After selecting Save when creating an Event, a new ...
    • Subsequent TAR Assessments

      When creating a new assessment within an Event, users have the option to copy findings and Assessors from the most recent Turnaround Readiness assessment. Copy Findings and Assessors To copy findings and Assessors from a previous assessment: From the ...
    • Create Findings

      Findings can be created in three different ways within an assessment. Create a Finding from the Findings Page Navigate to the Findings page Click Create Finding Enter the finding details Click Save Create a Finding from the Assessment Table Navigate ...
    • Edit Events

      Edit Event Details To edit an Event: From the Events dashboard, locate the Event to be edited. Select the drop-down menu and select Edit. Click Save. Edit Event Details The following event details can be edited: Event Name Oil Out Date Portfolio - ...
    • Manage Events and Assessments Overview

      Within Carve, Assessments are contained in Events, which can be assigned to Portfolios. Events contain Turnaround Readiness (TAR) Assessments. To manage events, users can: Create Assessments View Assessments (view mode) Complete Assessments Delete ...