Conduct an assessment

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

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

This topic describes how to conduct an assessment with and without an asset.

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. Enter the required information.
    FieldDescription
    Select Template

    Select the template that you want to use for your assessment.

    Tip This field contains a list of published templates.

    To conduct an assessment with an asset:
    Select <asset type>

    Select the asset that you want to assess.

    Tip This drop-down list box contains assets of a specified asset type. An empty drop-down list box indicates that an asset type is not specified for the template that you selected.
    To conduct an assessment without identifying an underlying asset:
    I do not have a <asset type> yetSelect this checkbox.
    Describe what you want to assessEnter a description of what you want to assess.

  3. Click Start.
  4. Respond to the assessment questions.
  5. Optional: On the Properties tab, modify the permissions.
  6. Perform one of the following steps:
    • Click Save draft.
    • 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.

What's next?

Complete or submit an assessment.