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

The following table describes the outcome of saving a draft of an assessment, completing an assessment, and submitting an assessment for review.

Note  The Governance checkbox in the template 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.
  • The Submit button is shown if the Governance checkbox is selected. When you submit an assessment, an Assessment Review asset is created in your Collibra environment.
Action Outcome
Status Can you edit the assessment? Is the Collibra environment affected?
Clicking Save draft Draft Yes No
Clicking Complete Completed No No
Clicking Submit Submitted No

Yes

Note When you complete an assessment or submit an assessment for review, the assessment is stored in the Collibra repository with details such as the date when the assessment was created and the name of the user who submitted the assessment.

What happens when you submit an assessment

When you submit an assessment, the Collibra Data Intelligence Cloud environment is affected as follows:

  • In your Collibra environment, an Assessment Review asset in the Under Review status is created in the domain that you selected when submitting the assessment.
    • Tip To open the Assessment Review asset page in your Collibra environment, on the assessment page, click View submission.
  • All responses to the assessment questions are recorded as attributes of the Assessment Review asset.
  • If the assessment was conducted on an existing asset: The Assessment Review asset is related to the asset via the following relation type: [Asset] is assessed by / assesses [Assessment Review]
  • The Assessments Approval workflow is triggered. This workflow notifies, by default, the Business Steward that an assessment is ready for review.