Governance for assessments

The Governance option dDetermines whether or not an assessment conducted from a specific template will create an asset in your Collibra environment and trigger the Assessments Approval workflow. The Governance option is available in the Properties section on the Template Designer tab.

What happens if the Governance option is selected or cleared?

Selected/Cleared Description
Selected

When you conduct an assessment that uses the template, the Submit button is available.

When you click Submit:

  • The status of the assessment changes from Draft to Submitted.
  • An Assessment Review asset with the Under Review status is created in the domain of your choice, in your Collibra environment.
  • The Assessments Approval workflow is triggered and a task is assigned to the Business Steward.
    Tip You can configure the Assessments Approval workflow so that the task is assigned to a different resource role.
Cleared

When you conduct an assessment that uses the template, the Complete button is available.

When you click Complete:

  • The status of the assessment changes from Draft to Completed.
  • No asset is created in your Collibra environment.
  • The Assessments Approval workflow is not triggered.