General
Customizing Executive Summary Outlines
This video walks through how to customize your Executive Summary Outlines within Carve. Please contact Valency Support (support@valencyinc.com) if you have any questions or want to change specific items in your outline. Please see the related support ...
Carve Hybrid Intelligence
This video walks through how to use Carve Hybrid Intelligence to analyze a PDRI Assessment and generate the Executive Summary. Please see the related support articles for more information: What is Carve Hybrid Intelligence? How to Use Insights ...
Adding new templates
Your organization can add new templates without having to contact Valency Support. With the release of Carve version 7.3, an "Add Templates" button is available on the Manage Templates screen. Supporting articles: Add Templates Manage Templates ...
Clear the answer for a Factor
When setting up a subsequent Construction Readiness or Commissioning & Operational Readiness Assessment, the responses from the previous assessment carry over to the new one. If there are Factors that you wish to review again with your team, you can ...
SSO (Single Sign-on) for Carve
Watch this video to learn: What is SSO? How do you use SSO? Why should I use SSO? How do we get started with SSO?
Action Items: Copy & Track Status
Watch this video to learn how to: Copy action items from one assessment to the next Update the status of the action items from the Action Items tab Update the status of action items by element/factor from Facilitation View How to sort action items by ...
Analytics for PDRI and Construction Readiness
This video covers the following topics: Analytics for Project Definition Rating Index (PDRI) Average PDRI Score by Stage Projects by PDRI Score PDRI Control Chart Average Section, Category, Element Score Low Definition Elements Drill Down Analytics ...