Conduct an assessment

You can conduct assessments of the assets in your Collibra Data Intelligence Cloud environment.

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.

Go to the Collibra Assessments landing page
Select the template that you want to use for your assessment.
Select the asset that you want to assess.
The drop-down list includes assets of a specified asset type, in your Collibra Data Intelligence Cloud environment. If no drop-down list of assets appears, that means no asset type was specified for the template.
Tip You can also conduct an assessment without identifying an underlying asset. In this case, select the I do not have a <asset type> yet checkbox, and then enter a description of what you want to assess.
Click Start.
If an existing assessment exists, in Draft status, for the combination of template and Business Process asset that you selected, the Existing draft dialog box appears. In this case, do one of the following:
- Click Discard existing and conduct new, to delete the draft and conduct a new assessment.
- Click Open existing draft, to continue with the existing assessment.
Respond to the assessment questions.
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.
- 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.