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 Events and Assessments
- Edit Events
Within events, users can manage assessments:
- View Assessment Session Details
- Manage Findings
- View Category Readiness
- View Overall Readiness
- View Summary of Gaps
- Manage Assessors
- Export Close-Out Presentation
To see the assessments that are contained within a project, click on the Event name to drill down to the related assessments.
Events Dashboard
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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 ...
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 Findings
The Findings page allows users to create, manage, filter, and export findings associated with an assessment. Navigate to Findings To view findings within an assessment: From the Events Dashboard, select the name of the Event containing the relevant ...
Viewing Assessments (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 Within a TAR Assessment, users can view ...
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 when creating an Event, a new ...