Complete or submit an assessment

You can complete an assessment or submit it for review and 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 review and approval.

Important 

In Collibra 2024.02, we've launched a new user interface (UI) in beta for Collibra Data Intelligence Cloud! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

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. This means that no Assessment Review asset is created in your Collibra environment.
  • 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.
Note  The Governance checkbox in the template used in an assessment determines which button (Complete or Submit for Review) is shown when conducting an assessment.
  • The Complete button is shown if the Governance checkbox is not selected.
  • The Submit for Review 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.
  • To submit an assessment for approval:
    • You need 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 must be assigned to the domain that you will select when submitting the assessment.
    • You are assigned a responsibility with a resource role that has the Asset > Add and Attribute > Add resource permissions on the domain or its community.
      Example Dora Portman is going to submit an assessment. Dora has the Data Protection Officer resource role for the Assessments Review Register domain. The Data Protection Officer resource role gives her the permissions she needs to add assets and attributes in that specific domain..

      Responsibilities tab of the Assessment Review Register domain

    • You are assigned a responsibility with a resource role that has the Asset > Add and Attribute > Add resource permissions on the domain or its community.
      Example Ron Bosco is going to submit an assessment. Ron has the Data Protection Officer resource role for the New Assessments domain. The Data Protection Officer resource role gives him the permissions he needs to add assets and attributes in that specific domain.

      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. Click Edit.
  5. Optional: Edit the responses to the assessment questions.
  6. Do one of the following:
    • 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. Click View submission to view the Assessment Review asset.

    • Click Complete, and then, in the Complete This Assessment dialog box, click Complete.
      The status of the assessment shows Completed.
    • Click Submit for Review. Then, in the Submit This 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 for Review, and the Open the Review Asset 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.