Complete or submit an assessment

You can complete or submit any assessment that has the Draft status.

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.

Prerequisites

• You have a global role that has the Assessments global permission.
• To submit an assessment, by which an Assessment Review asset is created in your Collibra Data Intelligence Cloud environment, you need a global role that has the Policy Manager global permission. This does not apply if you complete the assessment, as no Assessment Review asset is created in your environment.

Steps

1. Go to the Collibra Assessments landing page.
2. Click the assessment that you want to submitmark obsolete.
   The assessment details page opens.
3. Click Edit Draft.
4. Optionally, edit the responses to the assessment questions.
5. Do one of the following:
   • Click Submit. The Submit button is available if the Governance option is selected in the template used for the assessment.
     Then, in the Submit assessment dialog box:
     1. Select the domain in which you want to the Assessment Review asset to be created.
     2. Click Submit.
   • Click Complete. The Complete button is available if the Governance option is cleared in template used for the assessment.
     Then, in the Complete assessment dialog box, click Confirm.

What's next?

For details on the interaction between Collibra Assessments and Collibra Data Intelligence Cloud when you submit an assessment, see What happens when you save, complete or submit an assessment?.