Within TAR, all events are organized under the Events Dashboard. Assessments are contained within Events, which can be assigned to Portfolios.
Default Dashboard Selection
The Events Dashboard may be configured as the default landing page when users log into Carve. Upon first login, users are prompted to choose whether their default view should be the Projects Dashboard or the Events Dashboard based on how they will primarily use Carve. The Events Dashboard allows users to view and manage Events available to them based on their assigned role and portfolio permissions, while still allowing navigation between both dashboards within Carve.
Default Dashboard Selection Prompt
Filter Criteria
The Filter Criteria section allows users to sort and filter Events. Refer to the Searching for Projects section to learn more about sorting and filtering the Events Dashboard.
Events can be filtered by:
- Portfolio
- Sort By - Event Name or Oil Out Date
- Show - All, Open or Closed
Events Dashboard
Advanced Criteria
The Advanced Criteria feature allows users to add conditions to further refine event filtering.
Conditions Include:
Oil Out Date
Assessment Date
Months Out
Assessment Template
Assessment Status
Event Name
Advanced Search Criteria
Related Articles
Edit Events
Edit Event Details To edit an Event: From the Events dashboard, locate the Event to be edited. Select the drop-down menu and select Edit. Click Save. Edit Event Details The following event details can be edited: Event Name Oil Out Date Portfolio - ...
Deleting Events and Assessments
Company Admins and Facilitators can delete Events. Company Admins, Facilitators, and Site Users (Self Assessments only) can only delete Assessments. Deleted Events and Assessments can be restored or permanently deleted within 30 days of deletion. ...
Manage Events and Assessments Overview
Within Carve, Assessments are contained in Events, which can be assigned to Portfolios. Events contain Turnaround Readiness (TAR) Assessments. To manage events, users can: Create Assessments View Assessments (view mode) Complete Assessments Delete ...
Create a New Event
TAR assessments are created within Events. Multiple assessments can be included within the same Event. Note: New Events can be created by Company Admins and Facilitators. Creating an Event From the Carve TAR Events Dashboard, click Create Event. ...
Subsequent TAR Assessments
When creating a new assessment within an Event, users have the option to copy findings and Assessors from the most recent Turnaround Readiness assessment. Copy Findings and Assessors To copy findings and Assessors from a previous assessment: From the ...