Manage Templates Overview

Manage Templates Overview

Carve supports PDRI templates, Construction Readiness templates, and Commissioning & Operational Readiness templates. For Professional and Enterprise companies, these templates can all be edited by admin users. A summary of all available templates are available in the Supported Templates article.

Beginning with version 6.0 of Carve, new PDRI templates for Infrastructure, Building, and Manufacturing & Life Sciences have been added to include the Accuracy section originally released with the PDRI MATRS Industrial 5.0 template in 2019. Please review Templates with Accuracy Factors for an overview of these additions.

PDRI and Construction Readiness assessment templates are based on research led by the Construction Industry Institute (CII). Organizations that are not CII member companies are required to purchase a copy of the latest CII publication associated with each template type that will be used. When a Company Admin user sets up their Carve environment, they will be required to complete an Assessment Template Process that allows them to add templates to their Carve environment based on what publications have been purchased from CII.

In addition to editing the templates, admin users can:
  1. Add Templates
  2. Export Assessment Data by Template
  3. Print and Share Facilitation Packages
  4. Rename Templates
  5. Activate/Inactivate templates


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