Conduct an assessment without an underlying asset

It is perhaps more likely that you will first onboard assets, and then use Collibra Assessments to assess various aspects of those assets. You can, however, conduct an assessment before you onboard assets; in other words, conduct an assessment without specifying an underlying asset. This can be helpful if you want to use an assessment to help guide the onboarding of an asset.

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. Select the assessment template you want to use for your assessment.
3. Select the I do not have an asset yet checkbox.
4. In the Describe what you want to assess field, briefly describe your objective.
   
5. Click Start.
6. Respond to the assessment questions.
   
7. Do one of the following:
   • Click Save draft.
   • 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.
     An Assessment Review asset is created in your Collibra environment, but without a relation to an underlying asset.
   • 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?

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