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.
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: 
  1. Portfolio 
  2. Sort By - Event Name or Oil Out Date 
  3. 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: 
  1. Oil Out Date 
  2. Assessment Date 
  3. Months Out 
  4. Assessment Template 
  5. Assessment Status 
  6. Event Name  

Advanced Search Criteria

    • Related Articles

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      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 - ...
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