Create Assessments in an Event

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 window automatically appears prompting the user to create an assessment. Users may also select Cancel to create the Event within creating an assessment. 















Enter the following assessment details: 
  1. Assessment Type 
  2. Template 
  3. Assessment Date - required 
  4. Assessment Folder
Click Create to open the newly created assessment.

Creating a Self Assessment 

When creating a new assessment, users can designate the assessment as Self Assessment by selecting the Self Assessment checkbox. 


When a Self Assessment is created: 
  1. The current user is automatically assigned as the Assessor
  2. The event banner displays the assessment type as Self Assessment, along with the event name and months out 
  3. The Assessment Type is automatically set to Self Assessment and cannot be modified 
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Self Assessment Banner
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Self Assessment Indication on Dashboard


Create a Self Assessment as a Site User 

When a Site User creates an assessment within an Event where they have Site User access, the assessment is automatically designated as a Self Assessment.

To Create a Self Assessment 
  1. From the Carve Events dashboard, locate the Event where the assessment will be created
  2. Click on the Event name to view the associated assessments 
  3. Click Create Self Assessment


Copying Findings and Assessors from Previous Assessments 

When starting a new assessment within an event that has previously conducted assessments, there is an option to copy the findings and assessors from the most recent assessment in that event. This can be done by selecting the check boxes that appear at the bottom of the Create Assessment pop-up. 





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