PDRI Templates

PDRI Templates

Industry validated templates are available for five industry sectors, all of which can be edited required:
  1. Industrial projects could include power plants, chemical plants, oil & gas production, water and/or waste treatment, and manufacturing. In 2015, CII released a version of PDRI specifically for small industrial and plant projects. In 2019, CII released a new version of the full PDRI Industrial template call PDRI MATRS (PDRI MATRS Industrial V5.0).
  2. Building projects such as offices, schools, medical facilities, institutional buildings, and research facilities.
  3. Infrastructure projects generally involve linear construction with extensive public interface and environmental impact. Examples could include railways, pipelines, transmission, and distribution. In 2016, CII released a version of PDRI specifically for small infrastructure projects.
  4. Manufacturing and Life Sciences projects include a mix of both industrial and building scope. Industrial facilities in the MLS sector include the manufacturing of pharmaceuticals, automobiles, high-tech electronics, food, beverages, agriculture products, pulp and paper, and consumer products.
  5. Mining projects include structures above ground and under ground. These sites often require the development of infrastructure (roads, shelter, utilities, etc.) for workers, and for transportation of materials (railways, pipelines, etc.).

Edit Section Titles

Admin users can edit sections titles, short names, and descriptions. However, this is not recommended as it may cause confusion since the Section Titles are key reference points for comparing with other organizations or CII published data and reports. If modifications are required: 
  1. From the Admin tab, select Templates.
  2. Click the name of the template containing the section to be edited.
  3. Click the down arrow on the section to be edited.
  4. Select Edit.
Edit Section TitlesEdit Section Titles
      
      5. Update the Custom Name, Custom Short Name, and Custom Description fields.
      6. Click Save.
The ‘Custom Short Name’ field will appear on the Y axis of the PDRI Analytics > Sections report.

Reset Section Title to Default

  1. Click the down arrow on the template section to be reset.
  2. Select Edit.
  3. Click Reset.

Edit Subsection Titles

Organizations will often change subsection titles and descriptions to suit internal or industry terminology. To edit subsections titles and descriptions:
  1. From the Admin tab, select Templates.
  2. Click the name of the template containing the subsection to be edited.
  3. Click the name of the section containing the subsection to be edited.
  4. Click the down arrow on the subsection to be edited.
  5. Select Edit.
Edit Subsection TitlesEdit Subsection Titles
    
      6. Update the Custom Name and/or Custom Description fields.
      7. Click Save.

Reset Subsection Title to Default

  1. Click the down arrow on the template subsection to be reset.
  2. Select Edit.
  3. Click Reset.

Edit PDRI Element Descriptions

To edit the title and description of PDRI elements to accommodate an organization’s nomenclature:
  1. From the Admin tab, select Templates.
  2. Click the name of the template containing the element to be edited.
  3. Click the name of the section containing the element to be edited.
  4. Click the name of the subsection containing the element to be edited.
  5. Click the down arrow on the element to be edited.
  6. Select Edit.
Edit Element Title (PDRI)Edit Element Title (PDRI)
     
       7. Update the Custom Name and/or Custom Description fields. If a Custom Description is added, the element will now only contain the text that is included in the Custom Description box. 
 
Customize Element Description (PDRI)Customize Element Description (PDRI)

      8. Click Save.

A dark pencil indicates that an edit has been made to a specific item. A light grey pencil indicates that an edit has been made further down the hierarchy and can be viewed by drilling down into the template, section, subsection and element.

Reset Element Description to Default

  1. Click the down arrow on the element subsection to be reset.
  2. Select Edit.
  3. Click Reset.

Edit Definition Level Descriptions

To edit the definition level description related to an individual element, use the following steps:
  1. From the Admin tab, select Templates.
  2. Click the name of the template containing the element definition levels to be edited.
  3. Click the name of the section containing the element definition levels to be edited.
  4. Click the name of the subsection containing the element definition levels to be edited.
  5. Click the name of the element.
  6. Click the down arrow on the definition level to be edited.
  7. Select Edit.
  8. Enter a Custom Description for the definition level.
  9. Click Save.

Reset Definition Level Description to Default

  1. Click the down arrow on the definition level to be reset.
  2. Select Edit.
  3. Click Reset.
Edit Definition Level Descriptions (PDRI)Edit Definition Level Descriptions (PDRI)

Exclude Sections/Elements at a Template/Organization Level (PDRI) 

Excluding Sections or Elements at the Manage Templates Level will be reflected on all new assessments in new projects created after the exclusion. Existing projects and their assessments are not affected by the template exclusion. This ability is only available to organizations that have the “Exclude” feature enabled by Valency.

To exclude a category/factor for an individual assessment, please refer to Facilitating a PDRI Session – Exclude Elements in the PDRI Assessment.

To exclude a component of a template, click on the down-arrow to the right of the section/subsection/element then select Exclude. A black Exclude symbol will appear on the component that is excluded, and a grey Exclude symbol will appear on any upper-level components above it.

Exclude Section on a Template (PDRI)Exclude Section on a Template (PDRI)
Indicator of Excluded SectionIndicator of Excluded Section

To reverse the exclusion, click on the down-arrow to the right of the excluded component and select Include.

    • Related Articles

    • Supported Templates

      Carve currently supports the following assessment templates: Template Type Template Name Spreadsheet .xlsm Import Available Industrial Projects PDRI Industrial V3.8 Industrial PDRI V4.0 PDRI MATRS Industrial V5.0 Yes Yes No Infrastructure Projects ...

    • Add Templates

      Your organization can add new templates by clicking the "Add Templates" button on the Manage Templates page from the Admin Tab. Admin users manage the assessment templates available in their Carve account. While setting up a new Carve account, ...

    • 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 ...

    • Templates with Accuracy Factors

      Beginning with version 6.0 of Carve, the following templates have been added to the template list: PDRI Infrastructure V4.1 PDRI Building V4.1 PDRI for Manufacturing & Life Sciences V1.1 These templates include the Accuracy Section originally ...

    • Default Colours and Ranges for PDRI Dashboard

      Carve starts with default colours attributed to ranges of scores for PDRI results. The default ranges and colours are listed in the table below: Industrial, Building, & Infrastructure Templates: Gate Minimum Score Maximum Score Colour PDRI-1 0 800 ...