Enter the PDRI Session Details
The first tab within a PDRI Assessment is the Session Details. In the Details tab, enter the following information:
- Project Gate (pre-populated with the selected Project Gate while creating the assessment)
- Project Status
- Assessment Date (pre-populated with the selected Assessment Date while creating the assessment)
- Facilitator (select from list of Carve Facilitator users. Depending on the assigned restrictions, Facilitators can only view/edit assessments to which they are assigned)
- Co-Facilitator
- Project Manager (select from list of Carve Project Managers or or type in the appropriate name. Depending on the assigned restrictions, Project Managers can only view assessments to which they are assigned)
The Facilitation Package will also be available to download from the Assessment Details screen. This package contains all of the elements/factors that will be reviewed during the assessment. The downloaded PDF can be easily distributed to all attendees as an email attachment or as a printed copy.