Complete or submit an assessment

You can complete or submit an assessment that is in the Draft status.

Important 
  • The Governance checkbox in the template that is used in an assessment determines which button (Complete or Submit) is shown when conducting an assessment.
    • The Complete button is shown if the Governance checkbox is not selected in the template that is used in the assessment.
    • The Submit button is shown if the Governance checkbox is selected in the template that is used in the assessment.
  • The Governance checkbox also determines whether or not an Assessment Review asset is created in your Collibra environment.

Requirements and permissions

  • You have a global role that has the Assessments global permission.
  • To submit an assessment, you need a global role that has the Policy Manager global permission, because an Assessment Review asset is created when you submit an assessment. This permission, however, is not needed to complete an assessment because an Assessment Review asset is not created when you complete an assessment.

Steps

  1. Open Assessments.
  2. Click the assessment that you want to complete or submit.
    The assessment page opens.
  3. Click Edit Draft.
  4. Optional: Edit the responses to the assessment questions.
  5. Perform one of the following steps:
    • Click Complete.
      Then, in the Complete assessment dialog box, click Confirm.
    • Click Submit.
      Then, in the Submit assessment dialog box, select the domain in which you want the Assessment Review asset to be created, and then click Submit.
      Tip  In the Domain field on the Submit asssessment dialog box, only the domains of the Assessment Review Register domain type are shown.

Note For information about the interaction between Collibra Assessments and Collibra Data Intelligence Cloud when you submit an assessment, go to What happens when you save, complete, or submit an assessment.