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 

Assessors can be created by selecting an active Carve user or manually entering assessor information. 

To create an Assessor: 
  1. From the Assessors tab, select Create Assessor
  2. Click into the Name field and select an active Carve user from the drop-down list to automatically populate the assessor details, or manually enter the assessor information
  3. Complete or verify the following fields: 
    1. Name 
    2. Organization 
    3. Job Title 
    4. Contact Number 
    5. Email 
  4. Click Save
Create Assessor

Enter Assessor Details Manually

Create Assessor from Existing Carve User

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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