Complete or submit an assessment

You can complete an assessment or submit it for approval if the assessment is in the Draft status.

This topic describes how to complete an assessment that is already created, or submit it for approval.

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.

Requirements and permissions

  • You have a global role that has the Assessments global permission.
  • For submitting an assessment for approval:
    • You have a global role that has the Policy Manager global permission, because an Assessment Review asset is created when you submit an assessment.
    • The Business Steward role is assigned to the domain that you will select when submitting the assessment.
    • You are assigned a responsibility with the resource role that has the Asset > Add and Attribute > Add resource permissions on the domain or its community.
      Example Data Protection Officer is the resource role that has the required resource permissions. Dora Portman is the user who will submit the assessment. Assessment Review Register is the domain that she will select when submitting the assessment.

      Responsibilities tab of the Assessment Review Register domain

  • You are the owner or the assignee of the assessment that you want to complete or submit for approval.

Steps

  1. Open Assessments.
  2. Click the assessment that you want to complete or submit for approval.
    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, and then, in the Complete assessment dialog box, click Confirm.
      The status of the assessment shows Completed.

    • 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.

      The status of the assessment shows Submitted, and the View submission button is shown to enable you to view the Assessment Review asset.

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.