Create Self Assessments

Create Self Assessments

Project Manager users have the ability to create and manage their own self assessments within Carve. Self assessments allow Project Managers to independently evaluate their projects using the same structure as facilitated assessments, without impacting benchmarking data or analytics.

Self assessments can be created for all project assurance assessment templates, including:
  1. Project Definition Rating Index (PDRI) Assessments
  2. Construction Readiness Assessments (CRA)
  3. Commissioning & Operational Readiness (COR) Assessments

Overview

When a Project Manager creates a new assessment in a project where they are assigned as the Project Manager, it is automatically designated as a Self Assessment.
  1. The Project Manager is automatically populated as the Project Manager for the assessment to provide visibility on who created/conducted the self assessment.. This cannot be modified.
  2. A Self Assessment banner appears within the assessment to clarify that it is a self assessment.
  3. The status of the assessment is set to Self Assessment and cannot be modified.
Self Assessment Banner and Project Manager RoleSelf Assessment Banner and Project Manager Role


Self Assessment Project StatusSelf Assessment Project Status

Create a Self-Assessment

  1. From the Carve Projects dashboard, locate the project that you would like to create a self assessment for.
  2. Click on the Project name to view the contained assessments.
  3. Click Create Self Assessment.
Create a Self AssessmentCreate a Self Assessment

Permissions & Data Handling

Permissions
  1. Only Project Managers can create self assessments
  2. Project Managers have full edit access to any self assessments they create
  3. Other user roles cannot create or edit self assessments
  4. Company and Business Admins can view (but not edit) self assessments
Self assessments are excluded from:
  1. Company averages - to maintain the accuracy of internal benchmarking data
  2. Industry benchmarking - to ensure external comparisons reflect facilitated assessments only

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