This video walks through how to customize your Executive Summary Outlines within Carve. Please contact Valency Support (support@valencyinc.com) if you have any questions or want to change specific items in your outline.
Please see the related support articles for more information:
Watch this video to learn: What is the Readiness Chart within the Construction Readiness Assessment What are the benefits of the Readiness Chart How to print the Readiness Chart in the Summary Report
Watch this video to learn how to: Locate the template Drill down into readiness categories and factors Review the 16th category – open for you to add organization-specific factors How to edit a factor description How to exclude factors Indicators of ...
Watch this video to learn how to: Locate the template Drill down into readiness categories and factors How to edit a factor description How to add new factors
Watch this video to learn how to: Review action items Prepare the executive summary View the assessment summary Export action items Produce the PDRI Summary Report PDF