What happens when you save, complete or submit an assessment?

This section addresses the interaction between Collibra Assessments and your Collibra Data Intelligence Cloud environment, when you:

• Save a draft of an assessment.
• Complete an assessment.
• Submit an assessment for review.

Important   The Governance option, as set in the template that was used for your assessment, determines whether or not an Assessment Review asset is created in your Collibra environment. It also determines whether the Submit button or the Complete button is available when you are conducting an assessment.

Save a draft of an assessment

When you are conducting an assessment, and you click Save draft:

• The assessment:
  • Is added to the list of assessments on the landing page.
  • Has the Draft status. You can continue to edit and save it.
• Nothing happens in your Collibra Data Intelligence Cloud environment; an Assessment Review asset is only created when you submit an assessment for review.

Complete an assessment

When you are conducting an assessment, and you click Complete:

• The assessment:
  • Is added to the list of assessments on the landing page.
    
    Tip   Click the assessment to open the details page.
  • Has the Completed status. It can no longer be edited.
  • Is stored in the DGC database, with all pertinent information, such as the creation date and the user who submitted the assessment.
    
    
• Nothing happens in your Collibra Data Intelligence Cloud environment.

Submit an assessment for review

When you are conducting an assessment, and you click Submit:

• The assessment:
  • Is added to the list of assessments on the landing page.
    
    Tip   Click the assessment to open the details page.
  • Has the Submitted status. It can no longer be edited.
  • Is stored in the DGC database, with all pertinent information, such as the creation date and the user who submitted the assessment.
    
• An Assessment Review asset with the Under Review status is created in the domain you specified, in your Collibra Data Intelligence Cloud environment.
  • All responses to assessment questions are captured as attributes of the Assessment Review asset.
  • The Assessment Review asset is related to the underlying asset via the relation type [Asset] is assessed by / assesses [Assessment Review], unless the assessment was conducted without an underlying asset.
    
    Tip   On the assessment details page, click View assessment asset page to open the Assessment Review asset page in your Collibra environment.
• The Assessments Approval workflow is triggered. The workflow notifies the Business Steward (by default) that an assessment is ready for review.
  Note   If the Business Steward (default) responsibility does not exist for the domain, the Assessment Review is still created, but the Assessments Approval workflow is not triggered. You can configure the workflow so that the task is assigned to a different resource role.