Executive Summary Parameters
Within the Executive Summary Outlines, parameters (merge fields) can be used to auto-fill project data within executive summaries. These are highlighted in yellow in the text editor.
To insert a new parameter:
- Within the text editor, type "{{".
- Select the parameter you would like to add. These options are sorted in alphabetical order. As you continue typing, the options will filter accordingly.
- Or, if you know the exact parameter you would like to use, you can type it directly into the text editor.
Parameter Options
Our most commonly used parameters include:
Parameter | Displayed Value | Used in PDRI | Used in CRA |
assessment.date | The date of the assessment (mm-dd-yyyy) | Yes | Yes |
assessment.facilitator | The name of the assessment facilitator | Yes | Yes |
assessment.longDate | The date of the assessment (Month d, yyyy) | Yes | Yes |
assessment.lowDefinitionLevelCritieria | The minimum level to include in Summary of Gaps or Low Definition Elements | Yes | No |
assessment.manager | The name of the assessment project manager | Yes | Yes |
assessment.state | The state of the assessment (i.e., created, published) | Yes | Yes |
assessment.status | The status of the assessment (i.e., Concept, Design) | Yes | Yes |
| assessment.readinessType | The readiness type of the assessment | Yes | Yes |
| assessmentType.name | The name of the assessment type (i.e., PDRI, CRA, COR) | Yes | Yes |
company.name | The name of the company | Yes | Yes |
company.supportAdminEmail | The email of the company's Support Admin | Yes | Yes |
gate.name | The name of the gate (i.e., 1, 2, 2i, 3) | Yes | Yes |
portfolio.name | The name of the portfolio that the project is within | Yes | Yes |
project.clientId | The ID of the Client | Yes | Yes |
project.clientName | The name of the Client | Yes | Yes |
project.projectID | The ID of the project | Yes | Yes |
project.projectLocation | The location of the project | Yes | Yes |
project.projectName | The name of the project | Yes | Yes |
project.projectType | The type of the project | Yes | Yes |
status.name | The status of the assessment (i.e., Feasibility, Design, Commissioning) | Yes | Yes |
template.description | The description of the template | Yes | Yes |
template.name | The name of the template | Yes | Yes |
template.version | The version of the template (i.e., V4.0, V4.1, V5.0) | Yes | Yes |
templateType.name | The name of the template type | Yes | Yes |
insight.name | The name of the insight entity | Yes | Yes |
insight.companyAvg | The company average for an insight | Yes | Yes |
insight.description | The description for an insight (all information in the insight comment box) | Yes | Yes |
insight.industryAvg | The industry average for an insight | Yes | No |
insight.graph | The graph for an insight | Yes | Yes |
insight.graph2 | The optional secondary graph for an insight (i.e., Maturity graph) | Yes | No |
insight.value | The value for an insight (insight score) | Yes | Yes |
insight.indent | The table cell indent for this insight | Yes | Yes |
Conditional Statements
Conditional statements are used to display content enclosed within a start statement, "{{#", and end statement, "{{/".
Valency uses a "{{#__.has__}}" format to serve as an 'if statement' that shows content only when the "{{#__.has__}}" condition is true. On the other hand, Valency uses a "{{^__.has__}}" format to serve as an 'if statement' that shows content only the "{{^__.has__}}" condition is false.
To create a conditional statement:
- Create a "{{#__.has__}}" section to display information only if the assessment contains data pertaining to the chosen parameter.
- Insert any information to be included when the "{{#__.has__}}" condition is fulfilled. Close the 'if-statement' section with a "{{/__.has__}}" statement.
- In the 'if-statement' section, open a sub-section to cycle through using a "{{#" statement and close it with a "{{/".
- Populate the statement using any parameters or text that will be repeatedly displayed with each unique data piece linked to that parameter. In the Insights example presented in the photos, every insight selected would display in the executive summary following the same format seen in the template.
- Create and populate any additional conditional statements or sub-statements.
- Ensure each conditional statement is closed with a "{{/".
Conditional Statement Parameter Options
| Parameter | Displayed Value | Used in PDRI | Used in CRA |
| #score.overall | The overall insight (PDRI score when the assessment type is PDRI) | Yes | Yes |
| #score.maturity | The maturity insight | Yes | No |
| #score.hasMaturity | True if there is a maturity insight | Yes | No |
| #score.insights | The insights | Yes | Yes |
| #score.hasInsights | True if there are insights | Yes | Yes |
| #accuracy.overall | The overall accuracy insight | Yes | No |
| #accuracy.insights | The accuracy insights for the assessment | Yes | No |
| #accuracy.hasInsights | True if there are accuracy insights for the assessment | Yes | No |
#priority.overall | The overall priority insight | No | Yes |
#priority.insights | The priority insights for the assessment | No | Yes |
#priority.hasInsights | True if there are any priority insights for the assessment | No | Yes |
#improvement.overall | The overall improvement insight | No | Yes |
| #improvement.insights | The improvement insights for the assessment | No | Yes |
#improvement.hasInsights | True if there are any improvement insights for the assessment | No | Yes |
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