Events Dashboard
Events Dashboard
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.
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
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
Related Articles
Deleting Events and Assessments
Delete 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 ...Subsequent TAR Assessments
Creating Subsequent 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 ...Viewing Assessments (View Mode)
Accessing Assessments in View Mode To access assessments in view mode (view-only): From the Carve Events dashboard, select the name of the Event containing the assessment. Click on View beside the relevant assessment. Assessment Session Summary ...Create Assessments in an Event
Create Assessments in an Event Assessments are created within Events in the TAR module. Depending on the user role and assessment type, users can create either Formal Assessments or Self Assessments. Creating a Formal Assessment After selecting Save ...User Roles
TAR uses a role-based security model. Four user roles are supported in TAR: Company Admin Facilitator Site User Stakeholder Each user is assigned a role based on the functional capabilities they require, the table below summarizes some of the ...