Managing Assessors

Managing Assessors

Managing Assessors

Assessors are the individuals who contribute to the completion of the turnaround readiness assessment. Adding assessors creates a record of who contributed to the assessment and allows for findings to be tracked to specific assessors. 

Import Assessors

  1. From the Assessors tab, click Import Assessors      
  2. Click Download Our Template to download the .csv template file  
  3. Click Select File to upload the file containing the assessor information
  4. Once a File is selected, click Import
Import Assessors

Download Template

Import Completed .csv File

Notes
Note: The completed file must be uploaded back into Carve in .csv format 

Create an Assessor 

  1. From the Assessors tab, select Create Assessor
  2. Enter the Assessor details:
    1. Name (required)
    2. Organization
    3. Role
    4. Contact
    5. Email
  3. Click Save
Create Assessor

Enter Assessor Details

Edit an Assessor 

To edit Assessor information: 
  1. From the Assessors tab, select the drop-down arrow beside the Assessor name 
  2. Select Edit
  3. Update the required fields
  4. Click Save
 

Delete an Assessor 

To delete an Assessor: 
  1. From the Assessors tab, select the drop-down arrow beside the Assessor name
  2. Select Delete
  3. Select OK to confirm deletion

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