Manage Action Items
Copy Action Items from Previous Assessment
Facilitators can update the status of action items and copy action items from a previous assessment to a new assessment (e.g. from Project Definition Rating Index (PDRI)-2 to a PDRI-3 assessment or from Construction Readiness Assessment (CRA) ...
Export Action Items
The list of action items can be exported in .csv file format to be used in other project management software tools. To export the action items for an assessment, From the Carve project dashboard, navigate to the correct assessment. Click Prepare to ...
Track the Status of Action Items
When creating or editing action items, the Status drop-down allows the user to set the status of the item to: Open Closed Cancelled Capture Status of Action Item (drop-down field) These Action Item statuses can be used to filter action items in the ...
Reorder Action Items
Reordering the list of Action Items can position high-priority activities at the top to assist with prioritization. To reorder action items: From the Carve Project Dashboard, navigate to the correct assessment. Click Prepare. Within the assessment, ...
Delete Action Items
To delete action items from the Action Items tab: From the Carve Project Dashboard, navigate to the correct assessment. Select Prepare. Navigate to the Action Items tab within the assessment. Identify the action item to be deleted and select the down ...
Edit Action Items
To edit an action item from the Action Items tab: On the Carve Project Dashboard, navigate to the correct assessment. Click Prepare to open the assessment. Navigate to the Action Items tab. Click the down arrow beside the action item to be edited. ...
Create Action Items
Within an assessment, Action Items can be created in the following locations: Action Items tab Low Definition tab (Project Definition Rating Index (PDRI)) Missing Factors tab (Construction Readiness Assessment (CRA) and Commissioning & Startup ...
View Action Items
To view action items within an assessment: From the Carve Project Dashboard, select the name of the project containing the relevant assessment. Locate the correct assessment and click Prepare to open the assessment page. Navigate to the Action Items ...
Manage Action Items Overview
Action items are created during the facilitated Project Definition Rating Index (PDRI) Assessment, Construction Readiness Assessment (CRA), or Commissioning & Startup Readiness (CSU) Assessment during the element/factor review or from the Action ...