Create a PDRI Assessment

Create a PDRI Assessment

If a new project is being created, the user will be prompted to create the 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

      3. A new pop-up will appear to create an assessment
    1. Confirm that Assessment Type is PDRI
    2. Select the Template
    3. Select the Project Gate
    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 Manager users 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 PDRI Assessment has already been conducted for this project, select whether you would like to carry forward the attendees and/or action items from the most recent PDRI Assessment.

Create Assessment Set-Up

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

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