Enter Commissioning & Operational Readiness Assessment Attendees

Enter Commissioning & Operational Readiness Assessment Attendees

Knowing who attended the Commissioning & Operational Readiness Assessment can provide insight on the final score. For example, if a key project stakeholder was not able to attend the Assessment, it may impact the overall score for their area(s) of expertise. Make not of key stakeholders who were not able to attend the Assessment.

Import Attendees

Please refer to the Import Attendees article for full details on how to upload attendee information through a CSV file.

Add New Attendees

  1. From the Attendees tab, select Create Attendee
  2. If the Attendee to be added is a Carve user, select their name and email from the dropdown on the Create Attendee pop-up.
    1. Modify their information as required. Any modifications will exclusively apply to this Assessment.
      3. If the Attendee is not a Carve user, enter the following information on the Create Attendee pop-up:
    1. Name (required)
    2. Organization – often front-end planning teams include team members from several organizations (e.g. owner, design contractor, consultant)
    3. Job Title
    4. Contact Number
    5. Email
      4. Click Save


Edit and Delete Attendees

To edit attendee information:
  1. From the Attendees tab, select the down arrow beside the name of the attendee to be edited.
  2. Select Edit.
  3. Update the required fields.
  4. Click Save.
Info
If the Attendee being edited was created from a Carve user, updates made on the Edit Attendee pop-up will apply exclusively to this Assessment and not the user's profile.
To delete an attendee: 
  1. From the Attendees tab, select the down arrow beside the name of the attendee to be edited.
  2. Select Delete.
  3. Select OK to confirm the deletion.